we have an exclusive interview with klaus kleinfeld. senior markets commutator, mike san tolli.m trader. does that inspire another like higher here? >> i think you have to respect the fact we had follow through on the very up day. we're up about less than 2%, what did it take to -- lifting and you have dividend stocks. oil going up 80% and the u.s. economy veering away from recession risks. >> while we're on the topic of the s&p hitting an all-time high, let's go back to the floor. we continue to call this the most unloved rally in a long time. i think that's what -- has if he had a new high today. let's look at what i think is an interesting sign the rotation. rallied today, so that's pretty good. we had a number of last couple from gm, 3m, lockheed martin, a number of defense names. it's just she, real ly sided. the last couple months, frankly, sole cot gaits and sherwin williams, and stanley and black & decker have been at highs. the s&p i do want to emphasize that we're not there, particularly the dow transports. the s&p mid cap. the concerns with brekle recently. let's head

klaus kleinfeld has a good pulse on the global economy. that conference call will be interesting to listen to. melissa: absolutely. connell: the other company getting a lot of attention today, rightfully so, amazon, another record. we have prime day coming up tomorrow. we have all the big sales and other retailers trying to match that and seems like everybody now has a big sale to match amazon. performance of the company and particularly the stock, chris, has been tremendous. what do you make of amazon? >> we love amazon a lot. it is one of our pure picks as i said on the connected society and here's the thing. we're going into seasonally stronger part of the year. we'll have back to school, holiday shopping. amazon continues to roll out more products and more services all under the prime banner. you know just last week they fanalsed some proprietary -- announced last week with proprietary products with belly offering and on the apparel side and come back to school. the thing is when you step back to look at the stock at its current level

klaus klein fell has been talking about illuminizatoin. replacing steel in car parts, expected to grow at a 20% climb at least until 2020. kle kleinfeldnows about autos. unequivocally bullish. strong demand not just behind us, but ahead of us. much more important, though, remarkable reads on vehicles in western europe and china, two areas we thought were, let's just say. for example, europe's auto production is rising at 4%. europe's auto exports increasing by 4.8%. 1.9d% just last year. registration are up an astounding 9.9% year to date. china is simply running hot, no other explanation. 5.2% increase in auto production year over year, sales up 9.3%. 44% rice in crossover and suv sales. 34%. these are stagnantly good numbers. hear anyone talk about them? first time i heard it. best of all, though, are the truck numbers. trucks are a sure sign of commercial activity so it matters when western europe has an 18.4% increase in, yeah, you heard that, 18.4% increase in truck registrations year to date. 9.4% rise in production. china, chinese truck sales, what are they up? 25% year over year. increased just over the last six months. produc