Markets up again with Dow at a record. US economists send GDP forecasts up to 5.4% and another

poor US treasury oxen. All of that and more coming right up with Peter Bookfar and Jim

Bianco. Peter Bookfar and Jim Bianco, welcome back to the Daily Briefing. Thanks for having

me. Yes, so I mean, this is actually the first time that we've done a three person daily

briefing with two people who are not from real vision. You guys are the last two people

have had on on Thursdays, alternating Thursdays. And actually, I think it was the one Jim

that I was talking to you. You were like, hold on. I'm talking to Peter Bookfar on the

line. We got to delay this. I was like, if you're going to talk to Peter Bookfar, you

have to do it right here on real vision. So that's why I have you guys together. So what's

going on in the markets right now? As far as the markets go, it looks like that they've

bottomed in the last couple of days and they're turning around. And the thing that's kind of

taken the markets off the boil is one sixty ten year notes has held looks like a double

top from last week to earlier this week. We haven't come back a lot. We're roughly at

one fifty two one fifty three, but it's enough to at least get the market to exhale. And

now we've got a counter trend going where we're back to tech and growth, seeming to lead

the way, least the last few days. You know, value hasn't declined, but it's definitely

back in the, you know, in the backseat now where growth is in the front seat.

Yeah, you know, let me, I'll go to you in this for a second, Peter, but that sounds good to me,

because I've been looking at the rate almost as leading the rotation that we've been seeing.

And we did get up to that one sixty level back off. I'm looking for consolidation above one

fifty by the end of tomorrow to confirm that we're out of that range from one, you know, one percent

to one fifty that we're in this new range and that potential we can move higher on ten years.

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