The Big Market Issue is Changing from CPI to EPS: We get CPI on Thursday, and it is expected to be up 3.2% year over year. Goods inflation has come down while services has remained elevated due to higher labor cost. We think the inflation risk is mostly gone but the cinders are still hot and can reignite an inflationary trend very easily. The market expects a rate cut in March, we are concerned that is too soon, although the longer they wait the higher the odds of a recession.