LONDON -- Mixed economic reports came out in the U.K. and U.S. this week, and the markets seemed only to respond to the doom and gloom. But it wasn't all bad, and in the following video, David Kuo reveals why he's bullish on the underlying trends in the retail sector -- and the two stocks he's watching to lead the economy out of recession.

Are you looking to profit from this uncertain economy? "10 Steps to Making a Million in the Market" is the very latest Motley Fool guide to help Britain invest. Better. We urge you to read the report today -- it's free. 

Further investment opportunities: