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European Energy Stocks not leading that story, which is fascinating. Energy stocks are trading higher, but it is actually some of the raw material stocks and proxy stocks doing a little better. Crude and wti both trading higher. Yesterday we were sub 60. I spent the morning in bern with the smb, delivering its rate decision. The market didnt really get much new. The tone very similar to the previous meeting. I think just at the margin, considering what happened at the ecb last week, caused a little bit of surprise. Franc higher. Ut vonnie mounting tensions in the gulf of oman after two tankers...

Until the close, cnbc contributor stephanie link from tiaa a nuveen company. Welcome, stephanie thanks. Energy doesnt usually lead this market but is today on the oil bounce and questions about whether thats sustainable and given sort of the scale and increase in tensions whether the move is big enough to bring back the sector and commodity trade i dont know. I really dont because its been a tough industry for the whole year. For a whul of years now. So this is really more a supply issue concern. I think the Biggest Issue for oil are demand and the demand environment has been slowing and the r...

What a hideous session, lease for the bulls. What does it mean . It is gigantic. Bigger than the stock market when you lose interest, this is what you do. I like to be clinical. Why dont we do that. Samples of ample motivation for their actions. They have gone exceedingly well for Interest Rates. Much higher. Can earn 4. 25 riskfree. That is much better then it was a year ago. The yields are going higher for three reasons. First, the fed has not been able to fully get inflation under control and they have not done much for the economy. Meaning they have every incentive to keep it. Where are th...

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