harley-davidson while thomas lee at jpmorgan is focusing on companies that can benefit from europe's recovery. some of the s&p 500 components with european exposure include priceline, philipd mcdonald's. now, tile, though, keep in mind, experts caution that a rise in inflation in emerging markets, political dysfunction and security concerns overseas could send investors right back home. back to you. >> all right, seema, thank you. >>> the economy in the united states grew in 2013. stocks set record highs, of course. so does the stock market have it right on the economy? steve liesman is taking a look, and sometimes the two can diverge. >> yeah, but ex-post we now know that the market probably had it right. a strong manufacturing report and much of the year-end data has come in to help justify these lofty stock price levels. let's look at a tale of two economies. now, the full year we're going to do that same old tired 2% middle in growth. but two very different stories if you break it down by halves. the first half just 0.6%. the second half, a stronger trend, 3.4%. now, a few more numbers here. third quarter actual -- the fourth quarter, now 2.6. people thought that migh