Well the S&P 500 and the NASDAQ touching record intraday highs on this final session of the first half but gains faded as yields rose with Nike's plunge taking a big chunk out of the down.

That is a scorecard on Wall Street, but

winter stay late. Welcome to closing bell overtime. I'm John Fort. Morgan

Brennan is off today and it is a pivotal hour for anyone invested in the

banks as firms release their capital allocation plans

following Wednesday stress test results.

We're going to bring you that breaking news throughout the show.

Plus market strategist Warren Pies says we just locked in two years of S&P 500 gains in about six months,

but that doesn't mean the rally has to end.

He's going to join us to break down his outlook for the rest of the year,

but let's begin with the market

action as we wrap up the month the quarter and the first half it was a strong

first half for the S&P 500 up nearly 15% the Nasdaq climbing more than 18% and a half, the Dow lagging

up just 3% year to date. So where do stocks go from here? Let's bring in our market panel.

Joining us now is Keith

learner of truest wealth and Drew Pettit of city research guys.

Happy Friday Keith, how should investors rationalize the fact that we're

hearing broad justifications of why the economy's

decent stocks should go higher but most stocks haven't been doing that great.

Yeah well great to be with you on this Friday.

I mean, that's right.

I mean, overall, we have this market that's up about 15%, but when you look underneath

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