Right now though, let's get a little more reaction to this latest economic data with Henry McVey. He's KKR's balance sheet CIO. And Henry, it's been a while since we've seen you.Thanks for coming in. >> It's great to be here. >> Let's talk.I know you're just coming back from Asia and I want to talk about that, but first let's focus on what's happening here in the United States. What did you think of these numbers. Um, better than anticipated on many levels.I >> I think they uh really justify what we've been ...

With the data, with the headlines. It's Mike McKay. Good morning, Mike. Good morning, John.Well, we've got a stronger than expected GDP number, 3% for the second quarter. Initial read, that's up from a half percent in the first quarter. 2.6% was what was forecast.Now, the interesting thing is, of course, is we've got to break that down by by category because we had the trade distortions in the first quarter. So let's look now at the GDP. Personal consumption number comes in a little weaker than anticipated. ...