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Stretched, as she put it in her semiannual report to congress. It was probably more specific than any fed chair has ever been about targeted groups of stocks, and it certainly caught wall street and investors by surprise. Well have much more on ms. Yellen with analysis and views you will not find anywhere else, coming up here. Now, despite yellens warning, overall, the markets still on the cusp of new highs today. The dow only needs to gain 13 points to close to be a new record. Were above the 17,068 level at the moment, with a rally of about 14 points here. The dow just at about the 17,070 ma...

Economist marty feltstein and Hank Greenberg all in the house. So much to speak about with each of them. Dont misa moment. Join us, coming up. Thats it, thats all we could find . We have more, actually. What a great lineup it is. Apples big day, big news as well. What are investors saying . Thats going to be key. The stock is acting true to form on a delivery day if you will. The stock runs up, goes to the big unveil. Weve seen this before. Sell on the news . Yes. Lets check the markets right here. They are buying on the news today. The Dow Jones Industrial average, strong here at the highs of...

132 points at one time. and we're heading back in that direction again. >> we are indeed. 102 high for the dow. as we follow the markets, we're following the developing story, john corzine, former disgraced new jersey governor, may be facing a lawsuit from the government for his role in the collapse in the mf global and the disappearance of $1 billion in client money. now, people are asking why are these civil charges and not criminal? a full report coming up. and also, the big reveal. what is the best million-dollar home in america? if you've been watching cnbc all day, you've see...

greek protest, we want to check the european markets. they're lower across the board and significantly so. all right, we'll show you the greece, portugal, italy, greece and spain and also one comment, one comment here that i want to make. there's a couple significant things that have happened this week. if you determined on whether there's going to be contagion here. portugal was able to issue debt yesterday. in terms of the last time they had the bid-to-cover ratio at three times. this time it was only 1.9, but there still was demand and they issued six-month bills at 2.96%. spain, ...

and, therefore, we're going to get revenue improvement. we're getting earnings improvement. but the key is to get revenue improvement. and there are going to be encouraging signs before year end. >> 10% is not bad, but if 90% of the people feel better than they did a year ago, then we could see it. >> look, we don't need to come down a lot. we just need to peak and start ticking down. and that's what i think we're going to see. >> all right. byron, thank you very much for joining us. appreciate it. >> great to be here. >> that does it for us. be sure to join us tomorrow. ""squawk on ...