“the expectation is still pretty similar to what we talked about. Right? It hasn't changed much. So, you know, kinda flattish, you know, with more loan growth in the second half of the year.”

In context

“erhaps help us frame maybe the impact of the swing in trading NII to this quarter's NII print? And additionally, what impact should the security for repositioning have on your margin as we think about a go-forward basis? Mike Santomassimo: Yeah. Well, the incremental reposition we did is relatively small. So, you know, and the pickup in is pretty similar to what we you know, in terms of yield that we quantified for the stuff we did late last year. So, you know, pretty probably pretty easy model, but pretty small overall. Okay. Just interrupt for a second. Just like, we don't make those decisions because of guidance. We make those decisions based upon what we think is smart economically to do in the investment portfolio relative to where rates are. Yeah. For sure. The you know, and look at the expectation is still pretty similar to what we talked about. Right? It hasn't changed much. So, you know, kinda flattish, you know, with more loan growth in the second half of the year. And then, obviously, rates and the other factors will sort of drive the ultimate outcome And then, you know, we haven't really provided know, a lot of detail on trading NII, Erika. And I think, you know, given how volatile rates are right now, that would probably be a little bit of a mistake for us to do just given it moves around quite a bit. And just keep in mind that whatever NII whatever trading NII you know, is either up or down, there's likely an offset in fee revenue. So a lot of it's revenue neutral. Erika Najarian: Got it. And, Charlie, I hear your message loud and clear. Just wanted to know, flag that I'm sure that the investor base will look through some of these questions on NII given everything that you guys laid out on your return trajectory going forward. But thank you for”