fifth third, truist and keycorp and texas capital.there a sense of one we need to watch or is there a top pick? >> texas capital is one you had on the screen earlier which is interesting. it is a bank that is really cheap on tangible book value. it is a multiyear recovery story. that is interesting. i think a lot of investors will look at truist with the hikccup the last couple years. truist is paying a 7% dividend. it is the names which have been stressed and if you see stability there, it gives you more confidence in the group moving forward. >> stephen scouten, thank you very much. >>> coming up on "worldwide exchange," we turn back to netflix to get more on the blockbuster report and my next guest says it has a lot to prove when it comes to one key metric. we're back right after this. this halloween, trick or treat yourself to the blendjet 2 portable blender... it's to die for. blendjet 2 gives you monstrous power for a delicious smoothie, shake, or frappé anytime, anywhere. cleaning blendjet 2 is scary easy. just blend water with

you see verizon, at&t and keycorp, very high yields. at&t and verizon actually up slightly at the moment. keybank goes to neutral on the stock. some concerns, margins are close to a near-term peak and revenue growth could decelerate in 2024. shares having their worst day since may. although it was in the 80s to start the year. >> it's had a strong year, nonetheless. >>> we're about two hours into trading. hasn't been pred ever since we got another big jump in treasury yields on the back of stronger job openings numbers. let's go post to post with bob pisani. >> we're at the lows for the day. i want to give you an indication how the jobs report affected things here. the builders went straight down here. dr horton was 106 at the open. swivel around here and take a look here. here's an intraday chart. $106 at the open. this is dr horton. now we're down to 102, 103 or so. this is the impact you have on raising rates. the problem is the narrative is confusing. we're worried about jobs are too strong, the fed is going to keep raising rates. y

when i want to pay close attention to is keycorp. stock yields 7.8%, may be emblematic of the well-run regional banks no one wants to earn. he is a conservative rank and i think it deserves your attention. when union pacific reports thursday morning i will try to heal about the reports, but we have jay powell talking on thursday and i sure hope he sees some inflation diminution. he will say it is not out of control, we know that. and basically just stay higher longer. but people can be pathetic in their views of market. thursday night we get intuitive is surgical, and i'm concerned about how these could be hammered because of weight loss drugs. many surgeries that doctors use turnout to be somewhat obesity related. for example they do this bariatric surgery and i believe that when people get that through atlas, the injection that is nearly as effective, it had to be a big source of growth and now i hear it's slowing down. everyone is trying to say that commercial real estate will crush the banks. so far, not so fast, that is not righ

tomorrow bank of america and goldman sachs later this week in nt bank, citizens financial, keycorp and bunch of other names and wednesday here comes some of the tech and media names netflix, tesla, thursday american airlines this will be important the temperature gauge of the airline industry and in addition to the dow 30 gold men were getting reports from fellow blue chips johnson & johnson, procter & gamble and american express, let's talk about the dow for a second. when you see how many are in the green, it's only four at the moment that are in the right at this hour. nike at the very top, i can't even see. my eyesight is so bad, is that nike at the very top of this hour followed by salesforce and microsoft and home depot. you have all kinds of names that are very strong, walt disney believe it or not up 2.4 percentage points, it's very hard with what's going on in the middle east not to mention spiking interest rates, let's get to the floor show to figure out how to navigate the action slate stone chief market strategist kenny polcari and company dan geltrude. i was looking at ris

the second one would be going into the quarter, we would throw in keycorp, key. that's behind them and their balance sheet is positioned to benefit over the next 18 months from a number of securities that wilma tour and they will have nice positive revenue growth in 2024 while the industry is going to be struggling with revenue growth. >> all right. couple of names, good snapshot. thank you. >> you're welcome. thank you. >>> still ahead, some on the street warning of headwinds ahead for the insurers as names like all state and travelers sit in the red today. find out why after the break. we're back in just a moment with e dow getting worse down 150 now. the break. we're back in just a moment with the dow getting a little worse. down 150 now. - so, the question is... - cyber attack! as cyber criminals expand their toolkit, we must expand as well. we need to rethink... next level moments, need the next level network. [speaker continues in the background] the network with 24/7 built-in security. chip? at&t business. >>> take a look at some of the heavy rain, we had

we're near 8% at keycorp. normally these are 3% yields that you typically see.really way outside the range of people who are out there. so these are very juicy yields if you can stand the risks, sara. by the way, new low list expanding. bank of america just hit a 52-week low today. that's the first large bank i'm seeing at a new low here. you want to keep an eye on that one. >> in particular because of the size of its treasury portfolio and the assets where dated. that's been a concern. down 20% for the year, more than any of the -- >> cash on hand is going to be very interesting as part of the portfolio balance sheet these days because, obviously, you've got that cash sitting there. you can reinvest that in treasuries. wondering if this is an issue for some of these companies. might have large amounts of cash on hand. we should look into that a little bit more. >> we know you will. still ahead, a tough september for technology stocks. apple now more than 12% off the highs of the year, nvidia down 10% from recent highs. what's ahead for the magnificent seven and

and the regional bank, zion and keycorp, mixed reaction. the s&p 500 reporting right now. the good news is the average earning beats about 5.5%. that's about the historic average. 3% to 5% is typically what you see here moving through the markets here. i think if you look here, the earnings growth at 2.8%, bigger, higher than we expected. we're expecting flat overall for the sector. i think those numbers will come down a little bit, particularly after the energy companies report. and the big surprise is revenue growth is generally much stronger than expected. if you take a look, i think the big concern is the bond situation. i want to show you bond etfs right now. there is no escape velocity from this decline in the markets we've been seeing without bonds rallying. these are 52-week lows in all of the big bond sectors. we're in this higher for longer limbo and that's been a big issue. there's no escape velocity without relief on these bonds and we're not getting it right now. the odds of recession seems small. inflation is not low enough fo