Welcome to Closing Bell. I'm John Ford in for Scott Wapner, and we are live from post-9 at the New York Stock Exchange. This make-or-break hour begins with more green arrows as stocks post our second day of gains. Here's the scorecard with 60 minutes ago in the trading session. You can see the Dow, S&P, NASDAQ, and Russell all higher. The little guys and the Russell doing better than the rest

but all up fractionally energy is the best performing sector as WTI moves above $96 a barrel.

Depends on which way you like it.

Here we're also tracking some notable movers in the transports today as Delta raises revenue

guidance for the year and Uber teams up with Invidia to expand autonomous rides in 28 cities worldwide by 2028.

We're going to have more on both of those movers coming up.

And that leads us to our talk of the tape.

We are less than 24 hours away from the next Fed decision.

So how should you be positioned heading into tomorrow?

Let's ask our panel, RBC Capital Markets, Lori Kavisina, I Capital's Chenali Basak,

and Schwab's Kevin Gordon, guys, wonderful, beautiful panel.

Great to have you.

Lori, you haven't been excited about consumer

staples or consumer discretionary, I think, for quite a while. We've got all this pressure

building on consumer wallets right now, especially with the oil shock, not helping labor.

How does tomorrow's Fed decision weigh into how people should be positioned?

So look, I would say, you know, on the consumers, the two consumer sectors, you know,

we've been underweight discretionary for a while, neutral on Staples. We actually were more

interested in Staples at the beginning of the year when people wanted valuation stories,

but we did a survey of our analysts on the Middle East conflict and consumer

staples and discretionary were two of the main sectors that were seen at risk from knock-on

effects, while as much of the S&P 500 was seen as relatively insulated from the conflict.

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