This make a break hour begins with the reality over rates and whether later than expected cuts by the Fed might soon put the bulls on the defensive.

We'll ask our experts over this final stretch, including Ebercore founder and senior chairman Roger Altman.

He'll join us in just a little bit.

Take a look at your scorecard with 60 minutes to go in regulation.

Well, stocks were green throughout most of the session,

and that's, well, about 30 minutes ago,

we started to head south. That's when the sell-off started.

Oil higher, the Vicks jumped, yields fell, and that is threatening to upset what was a pretty nice

broad day for the major averages. There's your picture now. So

remember there's crude north of 86 that's been steadily on the rise got a little

bit of a breather but it is moving higher. Look at that big jump in the vix.

Let's show an intraday guys of that if we can pull that up because

it is up by 14% and really most of that coming within the last 30 minutes. Tech, well

bouncing a bit led by a big jump in shares of better. There's the vix and there's the

move I'm talking about. We can debate what the reasons are. There are some

headlines moving regarding geopolitics over in the Middle East. Maybe that's in

part due to it.

You have the Kushkari headlines,

perhaps throwing cold water,

as Tyler was saying on this thesis of rate cuts

coming this year.

We'll get into all of that.

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