but the stimulus has more beneficial for the domestic economy so those are two that we like. >> jason draho, thanks for joining us. >> my pleasure thank you. >>> 19 minutes before the bell here is where we stand in the markets. hanging on to a more than 200-point rally on the dow s&p is up more than half a percent, nasdaq bounces to the opportunity of 1%, the russell 200 index is an underperformer during the month with more than a 1% day treasury yields are lower, which is interesting that stocks can bounce, though they made new lows earlier today once they came off those lows, stocks rallied. >> people are like, honey, how did the market do today? i don't know, the yield curve situation got worse, and stocks rallied. i really don't know what happened. >> which is why the russell is one of the outperformers. >> >>> mike santoli told me not to read too much into the action two days before the end of the month. >>> when we come back we'll quantify the geopolitical risk that could impact your portfolio. >>> and the key things to watch in the earnings reports, when we co bk.meac you should be m