. >>> and strategas group's chris verrone will break down the two areas of the market he's bullish into year-end. >>> first, our talk of the tape. will the upward trend in the indexes remain investor's friend or has the market already taken account of enough good news for the moment here to discuss that is jpmorgan asset management global market strategist, mira good to see you. >> good to see you. >> we've gone from relief really and the fed is done to something closer to really a full er belie that we might have an expansion in the economy indefinitely and earnings look like they've seen the worst of it. do you want to bet against that happy scenario or believe it can continue like that? >> markets seem to be pricing in disinflation but that might be transitory we are seeing disinflation is occurring while growth is actually accelerating. the reality is they ofte move, and you'll see gas come out of inflation, you'll see that happen to growth as well as well as the consumer soften. when i think about markets, there's a ceiling here in terms of how far i think markets have left to go w

. >>> later on the show, top ignition chris verrone charts out and what he thinks could be ahead forcks. >>> first, talk of the day,

. >>> and strategas group's chris verrone will break down the two areas of the market he's bullish intoear-end. >>> first, our talk of the tape. will the upward trend in the indexe

. >>> later on the show, top ignition chris verrone charts out and what he thinks could be ahead for stocks. >>> first, talk of the day, rising bond yields and further rate hike inning, what does it mean for stock market leadership? here to discuss that, adam parker, founder and ceo of the cnbc contributors' -- thanks for being here, adam. >> thank you having me. >> let's start top-down here before get to what the market was up to in the first half. you have done some work on that. that minutes. give us the message we kind of got from powell in the press conference. we paused? majority, of course, unanimous, saying, we're not going to do a rate hike this time, but we're leaning in that direction. trying to be more patient about it. we have people saying, we think the economy is still vulnerable. you have these push the tempo dynamics within the fed. you have treasury yields, 10 year, you know, almost to the highs it was before svb, two year as well. is that a comfortable level for the equity market? >> you know, it's a very strong statistically significant militia between the price e