afraid to say recession. >> paul, thank you always great to get your thoughts paul sankey. all right. so, oil stocks, guy, favorites? >> they go higher. you know, well, he's been on a few times, paul was on around halloween too, by the way, he mentioned mpc at 64 handle and we sai it should be $85 we this is a three year high on the name. oih pulled back. all of those names, specifically slumberjay and halliburton are better with oil at higher prices, those stocks should be higher, i think it grinds higher in general. >> if you want the energy trade through the fryers is one way to do it or look at exxonmobil but you know you'll get a nice dividend also and it's unlikely that that dividend will be cut in this environment. that's probably another way to express that view on oil. >> yeah and also chasing oil stocks might be the most obvious thing to do. may want to fade it rather than buy on >> always going against the grain. coming up, big bank earnings on deck with oil back to $100 bucks a barrel, next guest says could have impact on financials, first the poster stock for gr

tom: that is the heated agreement of paul sankey. heated with curry there. we will not see the investment clicking as before. i was that is struck by priya misra and the distance between her and andrew hallman horst. where is the comfort of higher rates? that is much lower than what we're hearing from citigroup. jonathan: financial conditions are still pretty easy. they are not that restrictive, are they? in some weeks in the last few months they have become less restrictive, even as the fed announced plans to hike of interest rates. if you want to get inflation down, you have to get restrictive. you have to constrain demand. to do that you have to move in 50 basis point increments. not at one meeting over a series of meetings. lisa: one of the biggest wildcards is how the fed treats off march is continuing to expand. if companies do well, that could be a negative for them. at this point are they looking to the stock market to decline to actually take their paddle off the gas? -- pedal off the gas? jonathan: it did not work out. they went back to fixed incom

tonight on fast, we are taking a look at the rip higher today in crude could we see oil surge again paul sankey will join us "power lunch" starts right now >>> thank you very much. good to see you. welcome, everybody, to "power lunch. here's what's ahead for a big tuesday. the big inflation reading out this morning consumer prices up 8.5% from last year. that's the highest in more than 40 years, but roughly in line with the expectation i suppose that's supposed to comfort me somehow has inflation peaked and can the economy and stock market handle this level of rising prices? plus, hopping a flight we're continuing our series on the travel industry today with a look at airlines will this summer finally be the time when travel gets back to the old normal especially internationally if so, which stocks will benefit? we've also got a working lunch a three-stock lunch and my lunch companion is courtney reagan >> it is nice to sit at the table with you, tyler. thanks for having me stocks are losing gains as markets are accepting of the hot inflation reading that tyler just went through there. you can

paul sankey with sankey research adju adjustable rate loan demand, that's interesting and we'll dig intog a nice move higher up 420 points we're back in a moment - look, this isn't my first rodeo, and let me tell you something. i wouldn't be here, if i thought reverse mortgages took advantage of any american senior or worse, that it was some way to take your home. it's just a loan designed for older homeowners and it's helped over a million americans. a reverse mortgage loan isn't some kind of trick to take your home. it's a loan, like any other. big difference is, how you pay it back. - find out how reverse mortgages really work with aag's free, no obligation, reverse mortgage guide. eliminate monthly mortgage payments, pay bills, medical costs, and more. call now and get your free info kit. - other mortgages are paid each month, but with a reverse mortgage, you can pay whatever you can when it works for you. or you can wait and pay it off in one lump sum when you leave your home. - discover the option that's best for you. call today and find out more in aag's free, no obligation, rever

tonight on fast, we are taking a look at the rip higher today in crude could we see oil surge again paul sankey starts right now >>> thank you very much. good to see you. welcome, everybody, to "power lunch. here's what's ahead for a big tuesday. the big inflation reading out this morning consumer prices up 8.5% from last year. that's the highest in more than 40 years, but roughly in line with the expectation i suppose that's supposed to comfort me somehow has inflation peaked and can the economy and stock market handle this level of rising