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Value and cyclicals are doing better than tech tech just in the red energy and financials at the top of the pile. Stephanie, are we getting a rotation, the start of something that might last a bit longer than it has done ever before well, you know my position. I own a bit of growth and value. Im hoping value has its day in the sun. What you need for value to work is better growth and also a higher expectation for inflation. While we are Getting Better growth sequentially. Youre not getting anything close to inflation look at the ppi numbers today. I think this is why a barbell strategy makes s...

Jes staley coming up from barclays, he has got the mess in hong kong. Kevin cirilli will be with us from washington on the trump response to the news out of hong kong. Right now, in your united kingdom, it is a new deal in dudley. Francine it is a new deal. We are expecting the Prime Minister to deliver on his speech that was quite popular in his pReelection Campaign, bringing britain back. We are expecting him to do a lot for infrastructure, give money to schools that under previous tory government slots lost a lot of funding. Deathsy are there more because of covid19 compared to other europe...

Chip botox straight ahead and we start with the rorschach test. Which did you see today . The dow closing at its highest level since march 10th and vaccine hopes with stills and stocks closing near session lows and the relationship 500 failing to hold its 200day moving average or guy adami, how do you interpret the ink blot being that i cant see it, is that the guy from welcome back cotter, mel or no, that rorschach test guy i think were having problems with guys audio tim seymour, well go to you on this which ink blot did you see today . I actually heard guy and he made a bad joke of welcome ...

Surveillance. Goodning orbit more afternoon or good morning. We saw a bit of a lift in asian stocks. Now, the stocks europe 600 down. 27 . It always honest President Trump and xi jinping can find a solution. They will sit down and we will see if we have something at the g20. The u. S. 10 year yield, the story of the day, actually, the year. The nymex at 54. 12. We understand opec may have found a date with a could meet, the first of july. Coming up, we have an allstar guest lineup. At 930, we have an excuse of interview exclusive talking luxury and the chinese of watching. At 11 30, we are joi...

About the collapse of silicon bank west church of the largest Bank Failures in u. S. History. Congressman mchenry discussed the role the Federal Reserve and the Deposit Insurance Corporation Bank Regulation of Risk Management. This event as hope and by the brookings institution. Kground noises] [background noises] good morning everybody. Im director on fiscal and Monetary Policy and be half the hutch and Center Center on me you to this event both the people in the room and the people watching remotely. Our subject today is what lessons we have learned from the really interesting efforts of mar...