that the fed is there for a long time, the market maybe this week started to lock at this like goldy locks, we can have our cake and eat it too. there is information that it's data -- >> janet yellin was painfully even ha evened. she wanted to convey the message lower for longer. she's had an easy entry to the job in the since that the payrolls data haven't been so strong to worry people nor so weak to worry us. >> so your point is she's still untested to this point. haven't seen any significant hardships to get through. >> in our economic forecast we think last quarter was tracking at 1% annual rate and we'll be closer to 3.5%s in the second quarter. when we start getting those monthly numbers consistent with 3.5% expansion in the economy and the headlines start with the 2 or 3 on nonfirm payrolls that will be associated with testing of the fed. >> jillian, let's talk about earnings season. i've been pleasantly surprised, not everybody but a lot of the companies have been coming in with numbers that are better than expected. what do you think is happening here? >> well, it's very interest