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industrial average. financials getting creamed. the market soaring on wall street today. just another blood bath. that s the only way to put it. reporter: the dow climbed again, headed toward its first two-day winning streak in more than a month. bolstered by a retail report that showed consumers spending more on autos, furniture, gasoline and back to school supplies. when you see the numbers that we saw today in retail sales, it allows us all to take pause and realize, wait a minute, maybe the stock market isn t the only economic indicator. reporter: another report showed businesses have increased their inventories of resources for the 18th month in a row. caterpillar s ceo doug oper helmand. if you look at our core business and day to day sales and what i hear from distributors around the world, it s steady as she goes. in fact, caterpillar has hired 1,000 americans over the last six weeks. but the earth apparently isn t moving for everyone. a survey of ....