text:  The short answer is I don't think that July 3rd plenum can decisively reflate the economy anytime soon, no. John, you mentioned reading the tea leaves. I know that analysts and experts will read the state media. What are they saying there? And even if it's not the whole truth, what does it imply? That sort of thing. So when you read the tea leaves, what are some of the, well, some of the key leaves?