scarlet: mark chandler. appreciate you joining us as always.anic burned global forex managing director. coming up, we are going to take a look at one of the indicators for the health of the u.s. economy. that is consumer spending. looking at shares of shopify soaring following better sales and profit in the last quarter. this is bloomberg. ♪ how am i going to find a doctor when i'm hallucinating? what about zocdoc? so many options. yeah, and dr. xichun even takes your sketchy insurance. xi-chun, xi-chun, xi-chun! you've got more options than you know. book now. scarlet: this is bloomberg markets. outside of the big tech stocks come this earnings season boils down to one thing. how well is consumer spending holding up? shopify gives us a read. shares of the canada based e-commerce company are of the most in 15 months, up 26% right now. here with more is jon erlichman. jon: the story of the consumer is very much in focus ahead coming into this quarter for a company like shopify, we had heard from big players in e-commerce, amazon, wayfair would b