global economy. >> we're not done with this conversation yet bob pisani has a look at regional banks and how they're trading today. hi, bob. >> hi, courtney. good news overall, you heard from bank of america, u.s. bank corp, generally beaten expectations and the consumer appears healthy even with regional banks commentary. it's been very good. for example, pnc said long growth had been strong for both the commercial and the consumer loan sectors, u.s. bancorp said it was solid and particularly talked about mortgage revenues as robust. a common complaint has been overall long growth was anemic last year. it's been much better this year and this quarter four banks saw long growth anywhere from 4% to 6%, north of 6% in the case of pnc. last year, for example, 2 to 3% average long growth was typical. wilf not just jp morgan, money center but the regional banks are talking about a strong consumer wilf >> absolutely, bob and all of them very cheap coming into this earnings season, another factor why we've got the banks up week to date for the most part. bob pisani, thank you. >>> american shoppers pulled back their shopping in september. steve liesman is in washington with more on the retail data steve? >> jus