Stocks dropped Wednesday on the ADP report showing the private sector created fewer jobs than expected in February. We'll get a tap into the American consumer on Thursday when chain store sales are released. Brian Rehling, Co-Head of Global Fixed Income Strategy at Wells Fargo Investment Institute (WFC) says 'the middle class remains deeply impacted by the last recession and we have not seen the bounce back there.' Rehling thinks the current conditions including low inflation are favorable for stocks and the markets will be able to handle a June rate hike despite Chicago Fed's President Evans concerns. Rehling expects interest rates in the eurozone to stay attractive for companies like Coca-Cola (KO), Berkshire Hathaway (BRKA), Apple (AAPL) - all getting in on the record low borrowing costs with euro-bond sales.