I dropped by The Morning Show on Stock Market TV and a chance to catch up with JC & Steve. It was a wide ranging conversation that touched on everything from housing market activity to headlines in my local paper; from what is happening with bond yields to sell-side analysts having to play catch up (and how those each could impact the equity market). My segment begins at the 25:00 mark:

The Morning Show On Stock Market TV
Bond yields are breaking higher but earnings revisions have rolled over

Request More Info
Want to learn more about our market insights, portfolio applications, and other bespoke services?