morgan asset management global asset strategist jack manley. when you sort of look ahead to some of the other economic data we are anticipating, what are you looking for specifically that would give you a little more confidence in economic recovery? jack: durable goods and consumer spending numbers. i think both of those will be very important helping to shape what second-quarter growth looks like. everybody knows that it will be bad, probably one of the worst quarters we have seen. but the data will be coming in. at the end of the day, markets, really more than anything, don't like uncertainty. news iss, bad news, any important. up,e can clear things crystallize the viewer's to what this recession will look like, it helps to make the pain of when that second-quarter growth number comes out a little more palatable. so i think anything we get out there, good news, bad news, just gives us a little bit more of a firm footing, something we can jump off of. i think that in itself is pretty valuable for investors. caroline: just clarity. jack manley,