. >>> and the state of the credit market josh friedman of canyon partners is with us where he's putting his $24 million to work and where he sees cracks forming in the lending space. >>> we'll get a check on the market s&p and nasdaq riding a five-day win streak a little setback today, but obviously a lot of important microdata points, as sara pointed out earlier, between the retailers, nvidia tonight, ten-year below 4.4, and the dollar below 104, almost 103 has big implications for global currencies >> it helps with liquidity that with the ten-year, which is still being bid on the back of a strong auction yesterday for 20-year debt, taken as good news and this overall view that the soft landing is intact the economy is weakening, but not too much where we have to revise earnings estimates into a recession. that is the trend. the question is how much more room is there to rally because we're -- if mike santoli were here, we've seen quite a runup since the fed decision of 8% on the s&p and we're within 2% away from an all-time high -- two-week high. >> nasdaq 100 hitting two-month high r