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What's Driving the Economy?

Tuesday, 2 Jul 2013 | 7:15 PM ET

CNBC's Larry Kudlow dissects 3 bullish data points out today, including factory orders that jumped more than 2 percent in May. Is the economy better, and when will the Fed taper? Frank Sorrentino, ConnectOne Bancorp; Steve Ricchiuto, Mizuho; Peter Kenny, Knight Equities; and Bob Lutz, author of "Car Guys vs. Bean Counters."