is it time to bring in paul mcculley.the economy is in a mature expansion. i stress mature expansion. it's in recovery anymore. the last recession was almost a decade ago, so it's actually humming quite nicelies. there's nothing fundamentally wrong. the issue, the political issue that led to mr. trump being in the white house is income inequality, not whether or not the economy itself is doing well. >> we'll have more from paul in a moment, but andrew has the details on all these other stocks out this morning. >> caterpillar reported a profit, more than double the estimates of 62 cents, also raising the full-year forecast as several of the key markets recover. 3m's full share was ten cents above maker of scotch tape and post-it notes -- so it's not just a u.s. story. also mixed story, but revenues this time topping estimates. you don't want to miss the company's new ceo on "squawk alley." also some deal news. tyson foods finding advancepierre foods. and then we should talk about straight path community indications it now