Retail executives gush about consumer

Shares of retailers have been very strong recently.

Shares of Target are at an all-time high today after reporting its strongest same-store sales in 13 years.

On top of the strong numbers, CEO Brian Cornell was upbeat.

"I've been doing this for a long time, and I think this is the healthiest environment I've ever seen," Cornell said on CNBC.

Shares of Wal-Mart similarly jumped last week.

I think there's a lot of reluctance among economists to boost GDP forecasts because of trade risks but reasons to see upside abound.