This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.

Here are five key things investors need to know to start the trading day:

Macy’s

beat Wall Street’s top- and bottom-line expectations for the third quarter this morning, posting its strongest growth in more than three years. The department store operator’s results are only one of several recent data points investors have received on the state of the U.S. consumer.

Here’s what to know: