. > that's the setup joining me now is sophie lund-yates and ryan from the carson group i want to start off with the report it came after weaker than expected gdp which is counterintuitive of economic reports work in recent weeks it has been the hotter report leads to the selloff were you surprised by this or is this part of the seasonality of the election year? >> frank, good morning thank you for having me back after 30% rally over the past year, the huge rally off the october lows, you see i indigestion and then you get a surprise rally look at the gdp. consumption was strong parts of the economy mattered. imports and exports took away 1% of the dgdp. what upset the apple cart was inflation data pce. monthly pce comes in later today. to put a bow on this, you look at the quarterly data. most of the financial services fees are higher. why is that? the stock market did great last year that is the reason the quarterly pce was hotter we are anxious for today i know the last two months have been rocky we think today could bring good news and the market look past the gdp number you have to