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Things have changed, we have different numbers. New highs for 2024. The two youre getting closer to 5 two year. The quote of the last 24 hours around this desk, jp morgans david kelley, the sound of their slingshot on a june cut. Lisa stephen of standard charting, rbc, we are changing our fed call from 45 basis points to one of a duty five basis point move. Yesterday we saw the biggest self, the biggest yields since 2022 and it seems there might be more. Annmarie everyone is trying to revise. Starting to revise. This really seals the fate for the june fomc to push this further back. If we came...

Bezos and tim cook attending. Caroline a global ai coalition on his visit to the middle east and the next stop may be we will see him over on capitol hill. We will discuss that and more. We will start on these markets up. 25 . The nasdaq managing to pull itself up. This is once again really tackling inflationary pressures whether it is the ppi number or the cpi print showing inflation pressures dialing up. We see managing the nasdaq to outperform as markets pullback. I am looking at the two year yield where we are outperforming on the front end of the curve all the back end is pushing higher. ...

Thinking about evaluation. On a roller coaster day where the dow dropped 81 points. The s p declined 4. 5 its worth trying to understand how some stocks seem to be undervalued for a whole other reason. Namely that people cant think big enough about what a Company Might be worth. They have a failure to imagine what might happen. They have a literal and linear sense of things. Taught at Business Schools and honed at Traditional Research houses. These evaluations are a product of that upbringing. They can cause instant soloffs like we saw from norfolk southern. They often dont leave room for pote...

The deal for a vote on the house floor after it passes through the senate, but we were just saying, a reuters is quoting a senior gop leadership aide, whoever that is, as saying the outcome is unclear in the house vote. John harwoods in washington with the latest details. What are you hearing . Im not hearing what the outcome is unclear. In the senate you have, according to a leadership aide, republican aide tells me, 28 to 32 republicans are likely to vote yes. That is a substantial majority of their caucus. That would add momentum for the house of representatives. As of now, democratic leade...

Right after the open. As for the action in europe, taking its cues from the United States. Well see a big rally in china extending one of its biggest rallies in three years. We have a mixed bag in europe with italy up by about. 2 of 1 . Well do our best to keep focused on the business day. Well be following the tragic shooting in connecticut, of course. The New York Stock Exchange will hold a moment of silence to honor the victims in the next few moments, and well be looking at the president s call for meaningful action and the politics of gun control. Lets get to a road map for this morning. ...