andrew berry said he thought delta would pay a dividend. if you followed him, you did very well.the sexy seven, those stocks that have been powering the market through the first half? >> it's hard to pull back from them, they really have been driving the market, and maybe they take a pause just because they've gone up so much. but because they are such a big part of it and they are getting a boost from a.i., i think you might not want to chase them here, but if you own them, you don't want to sell. jack: speaking of rates maybe peaking, carlton, there is some expectation that mortgage rates have hit their peak and could go down from here. it's pretty tough to find an affordable house. >> exactly. to ben's point, you know, we do see the fed potentially lifting rates two more times, so in the near term you might see mortgage rates bump along close to the 7% level, but the anticipation is rates could be around 6 if by the end of this year as we get more stabilization and certainty around the rate picture. but the other thing is 92% of mortgages have rates of less than 6%, and housin

we will focus on the luxury stocks andrew berry. --in verb very. --luxury stocks.urces ties us to the anglo story shortly. five or six sectors in the red this morning. coming down .7%. it is a positive picture across european equities. let's zero in on burberry. anglo american getting a list as well. turning a little bit more positive. this is the french defense company looking to buy some of the assets of raytheon. a defense so i playing out for san fran -- safran. the french president and german chancellor will be meeting later today. we have the reporting that the u.s. will be traveling -- having had the support measure come through, not just from real estate but the banks of china being leaned on to reduce the deposit rates and maybe allow them to push out more loans to stimulate the economy. results are in focus as well. in the u.k., the prime minister will be meeting with his counterpart, joe biden, in the u.s. will he bring up a trade deal? alix: a great, especially in light of the increased violence in ukraine that we have seen the last 24 hours. as the mar