shock according to moody's so far though if we look back reason history most of the surprise military attacks a sense of pearl harbor have resulted in losses of up to 5 percent 40 s. and p. 500 as long as there is no recession in sight as something to keep in mind so we wait and see how the current situation evolves so many hoping there that historical precedent will hold but many analysts also seem to think that oil prices will not continue to rally is there anything to that. it could be you know at least in the short term before tensions increase by the end of last week the danger national energy agency stated at there could be a surplus of 700000 barrels a day in the global oil market in the 1st quarter of the year projections already take into consideration the combined effect of a slower on a pick up production growth and production cuts so even some of these cuts are overturned and we also fight to remain that some of the consumer nations around the world have build up massive inventories oil prices should to be should not to skyrocket in the near term as long as there is no a huge disruption inside thank you. there for us on wall street. netflix the may ha

moody's index at a 70-year low. so what we're seeing more is clients really interested in getting into dividend-paying stocks when you have a 2% dividend yield on the s&p, that's pretty compelling >> xlu utility etf was up 10 or 11 days in a row some of these utilities which, by the way, are publicly regulated entities, are up 25 and 30% effectively in a year. are we getting a little bit silly in certain parts of the equity market? >> well, i think the equity market is silly because the bond market is irrational the bond market is irrational because, of course, the coordinated efforts of global central banks buying $14 trillion of bonds worldwide and many of those programs are still in place in fact here, even still here in the united states. so, i think that if you look at the bond market, bond yields relative to where we should be in the economy, you know, we're growing at around 2% we've got another 1.5% inflation rate i think the ten-year should probably be at least 3 1/2 because these rates have been held artificially low and are lower abroad, we're probably the cleanest shirt in the laundry basket so we are getting those fund flows. i do think,

s&p sectors. we're back after this. memory support brand. you can find it in the vitamin aisle in stores everywhere. prevagen. healthier brain. better life. >>> welcome back to the "halftime report." i'm seema moody. >> cybersecurity stocks over a possible attack over the u.s. air strike on pace for it third straight day of gains and sitting less than a percent from record highs. some of the etfs most heavily weighted components are outperforming at this hour crowd strike up 3% fireeye up 2% and one sector to watch as we await iran's response scott? >> all right, seema, thank you >>> target resources under pressure looking for a rebound. looking for that trade the stocks to outperform over the next few weeks we sent john to to the telestraighter >> this one had unusual activity stock was $2 lower than where it was now. you know pete and i love to talk about stocks that basically somebody smart bought a big position, cashed out and then stayed in that same stock. that's what's going on in targa right now. jenny harrington, hat's off to you. so, targa. february 42 calls. they bought these rather aggressively almost 8,000 or 800,000 share equivalent i bought these calls, too. they were trading aroun