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Stocks the dow and s p are on pace for their best week since march. Were going to close out the month on tuesday. Were going to Start Talking about how to play this in june ahead of brexit and the fed, how to play it in a summer where stocks have alternated up and down for six years. But at the same time we have groups that have come alive. This tech rally is very real. It is broad based. Its chips. Its software. Its high growth. Its cloud. The bank rally is in its infancy. As we get closer to a rate hike, which i think we will get given the fact that these fed heads of carpet bombed us with the two to three, that bank group can get stronger. Net interest margin will go higher. Its very undervalued and i think it works. So right now and im not saying im sanguine because if we get a really weak employment number thats bad. Because theyll tighten into a weak employment number, but i like it. Were not focused on china as much. Oils re ....
Week for the economy. The brexit vote, yellen on capitol hill coming up. Redstones made their big move last week, the latest on viacom and the nearterm future of a company that could come down to a Court Decision in delaware. And big weekend for disney. Some Box Office Records and game seven as you know for the ages. First up though stocks rallying around the globe on hopes for an antibrexit vote on thursday. A new poll by survation says 45 remain, 42 leave, but if you take all the polls together, still about a dead heat. Earlier this morning on squawk, black rock on the markets as we count down to thursdays vote. I think youll see more fiscal policy stimulus. If thats the case i do believe well see more inflags because we still have 4. 7 to 5 unemployment. Going to create more job demand and more wage inflation. If we have these infrastructures spent here in the uk, othe ....