We have a healthy 'tortoise' of an economy, says JPMorgan's David Kelly

Well, earning season is showing us whether economic uncertainty is having an impact on companies and consumers. But do the results reflect what the recent macro data is signaling. Let's bring in JP Morgan asset management chief global strategist David Kelly and Bonson Group chief investment officer David Bonson.David's welcome. Uh David Bonson, Palanteer. We're going to get the results pretty darn soon.You argue it's run too far, but does this market need names like Palunteer to defy gravity if the market's ...