As before, our business owners were mixed in terms of how they viewed the economy.

FORBES: More Small Business Owners Sound Off On Economy, Buffett Rule and Taxes

However, we expect a more conservative guide than usual because of our belief that the iPhone 5 will launch in October, while the Street has mixed expectations in terms of timing.

FORBES: Apple Earnings: Will iPhone Sales Help Overcome Muted Forecast?

Last week was a heavy week in terms of earnings from retailers, and the results were mixed.

FORBES: Consumer Sectors Rebounded Friday: Could There Be A Santa Claus Rally?