let's get more reaction for these numbers with steve liesman and bruce kasman who is here.reaction, the market is taking it by better news but not a whole lot. the dow futures are up 30 points, being up 20 points before we got this. steve, what makes sense to you? >> i'm trying to make sense these numbers. there's a lot of stuff going on. we want to focus on consumption. consumption was 1.8. bruce, a tad more than expected by the street. business investment, 4.6, a tad weaker, i saw numbers like 6% or 7%. it is a turnaround from the first quarter. i think a big surprise may be government. down overall just 0.4. compared to 4.2 down in the first quarter. so government a little bit, federal 1.5, state and local, actually positive. i'd have to go back and find when we had a last time a state and local positive there. but there's two ways to think about the government numbers which is "a," the sequester wasn't as bad as we thought or "b," it's coming. so i don't know which one, where you're going to side on that. let me take a look at inventories here. >> steve, folks, i have s