Andrew Graham joins Diane King Hall at the NYSE to react to the latest economic data. He suggests the government shutdown impacted the figures and points to higher frequency data as a better indicator to track when it comes to inflation. Andrew says he's following the "bigger market" looking at the outsized moves in precious metals and single-stock volatility. On the rotation trade, he sees "legs to it" believing the broadening out occurring in markets might pause for a couple weeks of consolidation before moving higher. Stocks Andrew is watching include Eli Lilly (LLY), Coherent (COHR), Amphenol (APH) and Arista Networks (ANET).