Don McElley, thanks. We're going to pick it up exactly there. Welcome to

closing bell. I'm Mike Santoli in for Scott Wopner. This make or break hour

begins the stocks trying to execute an Immaculate rotation. The biggest

mega cap tech winners of this year backing off today

as cash hustles toward lagging groups such as banks and small caps in the kind of broadening

action that so many investors have been waiting and hoping for.

Modest moves higher in the big cap index is the NASDAQ 100 basically flat, but

it's masking a bit more strength underneath the equated S&P up about a half a percent today.

We begin with our talk of the tape, with economic growth revised higher for last quarter

this morning alongside prices easing and Treasury yields breaking down toward a three month low, are we back to pricing

in a soft economic landing as the base case?

Let's ask Greg Branch, Veritas Financial Group managing partner and a CMBC contributor

and Christina Hooper,

Investco's chief global market strategist.

It's great to have you both here.

Thanks for coming by.

Greg, I know you're going to have a little bit to argue with here

in terms of how the market is seeing things right

I mean this last leg higher in stocks started with the CPR report really November

14th kicked us higher that got trend your treasure yields-6 now we're under 4-3 it seems as if

uh... the fed kind of done and yet the economy holding up what's wrong with that

well i think for one thing the fed is screaming from the rafters that they're not done to us.

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