Well, I've been an anti-market site in the heart of New York City Times Square.

This is fast money.

Here's what's on tap tonight.

Housing headaches from builders to construction equipment to home furnishing, a wrecking ball coming for anything in the housing trade today.

Can the group get back on solid foundations?

We'll debate that.

Plus, a market mystery, bond yields rising, even as the rest of the risk off trade catches a bid. What's behind the

not so parallel moves and what does it say about what is next for the markets? And later,

big deals in biotech, all the headlines out of the ASCO conference in Chicago. Time to

buy Disney, why the chartmaster is suddenly bullish on the House of Mouse and live from the Arctic.

Brian Sullivan joins us from Alaska with the latest on one of the biggest

U.S. energy infrastructure projects in decades. I'm Melissa Lee. Come to you live from Studio B at the

Nazak. I'm the Destinite. Tim Seymour, Karen Feiderman, Guy Dami, and Julie Beal.

We're going to get to that market mystery in just a few minutes, but we start off with the latest

blow to a housing sector already on a shaky foundation. Construction spending falling in May for a third straight month as economic uncertainty

mounts and mortgage rates say high.

That sent the XHB Home Builder ETF to its lowest close since late April.

The group now down to 11% on the year.

Big names like D.R. Horton, Linar told brothers KV. Home all seeing losses.

But the bleeding doesn't stop there. Housing adjacent names like restoration hardware plunging more than 7%.

While our house, Stanley Black and Decker, William Sonoma, also kicked off the week in the red.

So with nothing seeming to work in this space recently, how do you play the housing names, if at all, Guy?

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