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One fed member indicated that he or she believes rates could rise a half percent at the december meeting, not just a quarter point. Surat, can stocks and rates both rise at the same time . I believe they can. The reason being that the fed has been actually pretty good at telling us what theyre going to do those expectations are baked into the market. The market hates uncertainty so whats driving this market and whats driven this market since last july are earnings global earnings are doing better and i think theyre going to continue to do better. And if rates move up but they dont move up fast...

Future just unchanged. We begin that Balance Sheet roll off. Dollar had its best two day game claims come in lower than expect philly beats the ten year yield 226. More record highs. Dow looking to make it ten in a plus google parent buying google in hardware apples shares at a low new products go on sale tomorr a ten day win streak after duringwednesdays session the they hint they could hike rates myster federal funds remain we cant explain it we might that w big part of it. Also it reflects th lowered kind o doesnt disturb the big much the divergence between the reacti in the ten were note a...

A briefing set to begin any moment now about these new sanctions. Well bring you those comments live as soon as they begin. We may have to interrupt this next segment in the meantime. New developments on another big story out of washington today, the s. E. C. Hack you heard about this eamon javers has more. Reporter bill, thats right. This is a little bit alarming. The s. E. C. s edgar system is the Database Companies use to file Public Disclosure documents with the s. E. C. , get access to just about every piece of important Financial Information from Major Companies before theyre released pu...

Lets get right to it because chip stocks have been ripping. The smh se hchlh semiconductor n explosive moves higher, nvidia, amd, and micron all up over 100 a really nice breakout today, carter can speak to that obviously it consolidated a little bit above that prior high some of the stocks have been powering nvidia, we talk about it every night on this desk. That stock is up 70 , maybe about time to consider other names in the sector. For me, to all intents and purposes, its a constructive chart. The smh is up, i cant tell you nvidia is a great buy but theres other opportunities in the space....

And happy friday, welcome to power lunch. Aisle melissa three, three major averages all lower this hour the dow is on track for its second straight weekly gain. Investors, again, somehow shrugging off fears about north korea. Check out the movers were watching for you, first solar soaring hitting 52week highs. Reports the u. S. Trade commission is considering slapping tariffs on foreign imports of solar product the crazy moves on finish line retailer was down 11 earlier on its profit miss. Now up 9 , the big move looking more like a short squeeze. The stock has a 29 Short Interest phillips 66 ...