That's it. Stocks closing near highs of the session. The S&P of NASDAQ both breaking

four-day losing streaks today. That is a scorecard on Wall Street. The action is just

getting started. Welcome to Closing Bell overtime. I'm Morgan Brennan.

John Ford is on assignment today. We have got such a big hour ahead with rare can't miss

interviews. In just a moment we'll speak with Jennifer Nason, the global chairman of

JP Morgan Investment Banking, who has more than 30 years of experience at the firm.

We're going to get her read on the fledgling IPO market, the outlook for M&A,

and much, much more. Plus, the outlook for M&A, and much, much more.

Plus, the CEO of 150 billion dollars

metals and mining giant BHP group joins us

to talk China, the global economy, the impact of the UAW strikes on his business and we'll also get some

after-hours action when RV maker Thor reports results big ticket

consumer discretionary key reading there we We're going to bring you

those numbers as soon as they cross. We begin with the market as stocks try to

claw back following their worst week since March, though rising yields putting a cap on sentiment.

Joining us now is SEI Chief Investment Officer Jim Smeagel and Baird Investment Strategy

analyst Ross Mayfield. Good afternoon to you both. Jim I'll start with you. Yes, stocks

closed higher today but we also had the yield on the tenure at a fresh high going

back to 2007.

Can these two things coexist?

Thanks for having me, Morgan,

and I think you're right to focus on that.

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