joining us gus foshay, senior economist with pnc financial services. consumer sentiment at a three-month low. i misspoke and said three-year low earlier. consumer is down. business investment is now is slowing because everyone is digesting tax increases? where is the bright spot? >> well, i think home building is one big bright spot. we've seen that continue to expand. and so home building was a strong support to growth in the first quarter. i think that will remain a bright spot for growth. then i do think business investment will pick back up. we had slower growth in the first quarter in business investment. i think businesses will continue to try to get productivity improvements. interest rates obviously remain very low. the fed keeps rates low to encourage borrowing. i think business investment will be another bright spot through the rest of this year. ashley: how much of a concern is trade imbalance, gus? chinese products pouring on to our shelves? we're having a hard time selling to recession hit europe. japanese yen is so cheap automakers are st