jack avalon joins us to share husband thoughts. always good to have you, jack. welcome back to the program. >> nice speaking with you, sue. >> you know, it is curious to see the resilience that this market seems to be exhibiting in the face of the north korean provocations and also the flooding. what do you attribute that to? >> well, i think the main concern among investors this morning going into the market is, as you mentioned, that the market set the market at the open was down over 100 points in the dow and i think it was that investors worried what the -- trump's reaction would be. the fact is because he didn't take the bait, he more or less said, we'll see, and focused instead on houston and the devastation there i think relieved a lot of investors that this wasn't going to rachet up to something that, you know, would run out of control. so i think from that perspective things started to cool down, investors tended to look beyond north korea. i think that probably, you know, got kim jong-un particularly frustrated that he's not seeing the market react to

and what it all means for trump's agenda and the market overall and jack avalon of bmo private bank toveal the one thing that could propel the market to new highs. we'll see you in a few minutes online that's at the top of the hour exclusively on cnbc.com/futuresnow. the "halftime report" back in a few minutes. added futures, i have access to the oil markets and gold markets. okay. i'm plugged into equities- trade confirmed- and i have global access 24/7. meaning i can do what i need to do, then i can focus on what i want to do. visit learnfuturestoday.com to see what adding futures can do for you. becareally want to be there, but you can't. at cognizant, we're helping today's leading media companies create more immersive ways to experience entertainment with new digital systems and technologies. get ready, because we're helping leading companies see it- and see it through-with digital. at the lexus golden opportunity sales event before it ends. choose from the is turbo, es 350 or nx turbo for $299 a month for 36 months if you lease now. experience amazing at your lexus dealer. we're d