brent schutte is market strategist with bmo private bank. you know, there's so much chaos going on. a lot of gloom. and yet you are optimistic in what numbers you're able to look at. > >sure i think the u.s. economy is getting better. and i think it has the chance to get quite a bit better. if you look at the global economy, it's actually strengthening. and the global economy has been a headwind for the past couple of years. the jp morgan global pmi index is at a 27 month high. you look at things like the baltic freight index---more freights circulating. and so i actually think that the economy is getting quite a bit better. and the thing with the u.s. is that actually credit is starting to circulate now, which has been the missing ingredient from the fed pumping all the money in the system. it's now actually appearing as if it's starting to circulate. > >so who's looking for that credit? small businesses typically? > >small businesses. you also have people---individuals looking for credit. a mortgage company---i believe it was ellie may---actually did a survey and they showed that