If one indicator is bad, it can in many respects drive the overall result of the index.

There's still an expectation that the Fed will raise rates another quarter-point.

We see other people having things we want to have. It's just too hard for a lot of people to put off making that purchase.

If (Alan) Greenspan were still leading the Fed, there would be more confidence in another rate hike. Now, no one can say with any certainty.

One month of information really isn't helpful but, yes, there was a decline in February.