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Housing starts surge 2ging 22 n july countdown to a record. We are above it right now. But as we have said, we have been there before. 59 minutes until its official will today be the day . I dont know, mike san toll ji not here. If you missed out on the markets stunning rally, is it too late to jump in now . Well ask founder Mike Novogratz for his take and a world of difference. How much the Global Economy has been altered and the challenge thats remain with David Melpass. Lets get to the stories were watching bob pisani is marking the action sara has new details on one of the biggest earnings...

Claims rising back above 1 million. The fed voicing concern of its own about pace and state of the recovery josh, brown, the question today is how long, how long can stocks continue to outrun the economy well, i would argue that stocks have been out juning the economy since 2009 we clearly had an economic recovery that had been accelerated in recent years the longer it went on, but it hasnt come close to what the top 10 of american households by wealth have enjoyed by virtue of being in stocks and real estate as investment how long can that go on for . Its been going on for more than a decade ...

Good to be back with you. You did mention very important piece, which is davids piece and hes a friend of the show. Talking last night i was reading it and thinking can we really go higher he has a piece that says we will blast higher that will be something that i think a lot of people would be suspect, little critical of because were going right into the election he doesnt seem to mind that davids work is high quality and i just really think that he is just saying, it is time. And wouldnt that be something if we have a big, big move here. Its fascinating. He does say, jim, as you point out, t...

Television across this nation, around the world, particularly those of you from continental europe. Lots to do in this hour. Right now, lisa and i need a primer on how this is not another exercise in kicking the can down the road this weekend in europe. Jonathan its got to get done. We got to see some progress. Theres a pool of money. What will be grants . What will be loans . What are the Strings Attached . That is it. What do we wake up to in the business papers across the whole of europe . Isurope united europe united were divided . Its really is europe united or divided . It is really not ...

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...