apple scott mentioned the upgrade from rbc first thing this morning. apple rim all with the price target substantially in some cases a double above where they are right now. they think there's momentum in the smart foensz. erickson and dell benefiting from that call. the entire sector is. joy global some of the industrial names bouncing back here today. we're also seeing pakar benefiting from the sell list. urban outfitters and sears both cresting alongside some of the retailers and the names very, very strong today. first solar interesting story. stock was strong early in the day. you can see it's now given back the head winds of overcapacity and weak demand in solar eclipsing, if you will, their contract that they signed with southern california edison to build two 550 megawatt power plants. the hot stock of the day, the most active in terms of its percentage, 36% higher, the consulting group coming back with better than expected earnings just weeks after the entire management team walked out. that huron story is fascinating. listen, oil bulls had th

the big call comes from rbc. royal bank of canada. upgrading apple, rim and palm.$150 and apple is on its way to $250 a share. paccar and joy global duking it out for the top spot in the 100 today. both are industrials. both trying to make a comeback. huron is up 14%. the most active stock in the nasdaq today, this after the company with new management, the whole team quick a couple of weeks ago. went from 50 into the teens. came in better than expected results and restated earnings, they're cooperating with an s.e.c. investigation. geron halts an investigational drug trial for the time being. first solar, also, erin, with a deal for a 55 mega watt dual power plant, building, if you will for southern california edison. back to you. >> all right, now to chicago, rick santelli monitoring the bond markets ahead of another announcement of how much more debt is coming later this week. >> yes. there's a lot of issues in front of us, one that isn't for this week is supply. data, of course, is leaned, no big surprises today. headline inflation was down. maybe the last big

research in motion on that triple call from rbc with apple, r.i.m. and palm all trading higher. interestingly, research in motion, one of only five stocks in the nasdaq, 100 that are now positive on a week to day basis. and joy global alongside many of the industrials, they're actually very strong. back to you. >> i'll take it, matty. down here at the nymex, i believe. we are had he highs of the session right now, up over $68 a barrel. of it's funny, we just are gaining momentum and in the last bit, we have been tracking equities. all relatively light. keep in mind, in terms of options, we have gone to october and those volumes are heavy, although the generals still light. backing equities, yes, but api numbers coming at 4:30 eastern time and we'll talk later in the day what the estimates are, looking forward. i also want to touch on the rest of the complex, because we do have nat gas down now, there is no real threat. so that is part of the pricing there, even though it's hotter than normal now. and sugar, we are still tracking that. sugar is also near 30-year highs, but i also

the arp, call from rbc, that's ample, rim and palm, all higher. specifically in r.i.m., they think it's on its way to $150 per share. pack car fighting with joy global to top the industrial leadership here today and the markets in general. 3% higher. it is now neutral rated. luke warm. but it was sell rated at goldman sachs. look at huron. of this is a company worth only $300 million. today it was close to a billion. a couple of weeks ago, the company came out with better than expected earnings, but it's just been smashed. the management -- the whole management team quit a couple of weeks ago. but the amazing static is it's done as much volume today as intel. melissa, back to you. >> all right. matt nesto, thanks seech. >>> as reporting, housing starts fell unexpectedly in june by 1%, as did new building permits. single family home construction rose for the fifth straight month. >>> producer prices also fell in july. so here to tell us what it all means for a recovering economy is diane swan, chief economist at messer owe financial, and real estat

rbc upped the price target on the smart phone. names like apple which the nasdaq is up by 25 points. >> don't forget about the banks, higher across-the-board. the dow up 85 points. nearly 1% back above 9221. nasdaq strong, 24 points higher, 1.25%, back at 1955 on nasdaq. the s&p 500 higher by ten points. not as broad based as you would like to

rbc raising targets to 50 bucks from 40 because of higher prices, lower inventories and the company's reduced debt. >> the dow industrials right now on the upside in double digits to the tune of 37 points. we have given up some of the momentum. the market was much higher after the bernanke news today. still higher. technology is certainly a laggard today. but tech is up 28% year to date. >> the dollar has gotten pummeled since the market hit a low in early march. find out if the greenback is on the verge ever a comeback when the closing bell" returns. to stay on top of my game after 50, i switched to a complete multivitamin with more. only one a day men's 50+ advantage... has gingko for memory and concentration. plus support for heart health. that's a great call. one a day men's. >>> it is time now for the fast money final call. the dollar showing strength of late and coming back into play for investors. we look at what's behind it with a global asset strategist with empower global funds. one of the interesting things we noticed about the dollar today is you've got oil prices moving l

interest rate strategies with rbc capital markets. and of course rick santelli joining us. and ira, i want to kick things off with you. rick has been talking about this. we have this flood of supply that continues to roll on. and on top of that the fed's commentary today says things are leveling out. so why would one want to put money in treasuries right now? >> well, really, the disinflationary environment continues quite strongly here. if you look at a lot of the price data, you look at things like the labor cost data that came out earlier this week, all of these things are very disinflationary. so while we don't think we'll see the old lows in yields, we're not going to get close to 2% ten-year yields, for example, we do like treasuries in general, and we think -- we actually have a 3% target on the 10-year for year-end. we do think the curve will flatten a little bit. i agree with rick that near-term steepening makes a lot of sense going into tomorrow's long bond auction. why do you want to buy a 30-year bond at these levels? but really when you look at the belly of the

profits falling for fossil, 30% lower revenues, and amgen is down 2/3 of a percent, initiated at rbc capital. the price target, 72 bucks. the firm says the company turned the ship around. not helping the stock today, though. jetblue, meantime, airlines were down big yesterday as oil prices were higher. and transports really were down in general. but jetblue is up today about 4%. upgraded to buy from neutral over at ftm equity, the target is 10 bucks. melissa, over to you. >> all right, scott wapner, giving us the stocks to watch right now, helping you make money right now, the rest of today. we're going to be right back with last call. this is "the call" on cnbc. i'm racing cross country in this small sidecar, but i've still got room for the internet. with my new netbook from at&t. with its built-in 3g network, it's fast and small, so it goes places other laptops can't. i'm bill kurtis, and wherever i go, i've got plenty of room for the internet. and the nation's fastest 3g network. gun it, mick. (announcer) sign up today and get a netbook for $199.99 after mail-in rebate. with built

the special sauce, the special sauce, the rbc analysis is talking about, it's all these apple guys thateep coming over to palm. giddyap. >> i'm melissa lee. thank you so much for watching. watch tomorrow for the "halftime report" and on "fast money" on cnbc. some people buy a car based on the deal they get. others by the car of their dreams. during the lexus golden opportunity sales event, you can do both. special lease offers now available on the 29 es 350. the world is full of priceless things and amazing deals. find them, share them with mastercard's priceless picks app. download it now. >>> i'm jim cramer and welcome to my world. you need to get in the game! go out of business and they're nuts, they're nuts! they know nothing! i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer! welcome to "mad money"! welcome to cramerica. other people want to make friends. one more days like today, my job, entertain and educate, make you a little money. call me, 1-800-743-cnbc. this market answers objections better than jack mckoy from "l

the special sauce, the special sauce, the rbc analysis is talking about, it's all these apple guys that. >> i'm melissa lee. thank you so much for watching. see you tomorrow 12:45 and back see you tomorrow 12:45 and back here at 5 p.m. for more "fast money" right here on cnbc. one... yeah! hundred. no. cheer brightclean. surprisingly bright in just one wash. the first complete women's multivitamin in a drink mix. with more calcium and vitamin d... to support bone and breast health... while helping you hydrate. one a day women's 2o. refreshingly healthy. introducing the all new chevy equinox. with an epa estimated 32 miles per gallon. and up to 600 miles between fill ups. it's the most fuel efficient crossover on the highway. better than honda cr-v, toyota rav4 and even the ford escape hybrid. the all new chevy equinox. imagine... one scooter or power chair that could improve your mobility and your life. one medicare benefit that, with private insurance, may entitle you to pay little to nothing to own it. one company that can make it all happen... your power chair will be paid in full. t

amg amgen, take a look at those shashs even though it was initiated to outperform at rbc capital.the company said the company, quote, turned the ship around. transports had had a big week last week. jetblue upgraded to buy. yum brands, downgraded from ubs neutral to buy. they also maintain their $38 price target. if you see sugar prices lately. up yesterday on crop worries. sugar futures in general, 28-year high. let's look at hershey, giving a little bit back today. back to you, mr. haines. >> the federal reserve kicks off a two-day meeting today. fomc expected to hold the benchmark rate unchange. let's get to our all-star panel for a preview of what we can expect from the fed. joining us now is the leader of capital ceo portfolio manager and michelle gerard. i'll start with my old friend michelle. i won't say how long we've known each other. >> let's not start counting back those years. >> we both look really old. >> you can't say things like that. but it started in grade school. >> you're lucky, she's so gracious. >> but what's going to happen? >> i like sort of how we came out

joining us to do that this morning, phil dow from minneapolis, director at rbc. phil, i want to throw up a chart of the shanghai index. we know it's volatile. analysis by agrayson, the brokerage firm, note that it peaked two weeks before the u.s. market in 2007 and then it bottomed a few months before our market this year. so obviously it doesn't necessarily mean that we're going to go where they go, but it is interesting that we have tended to follow the china market. do you think there's something we should be watching closely this time? >> well, the big opportunity economically speaking is global trade. and china is a key player. i'm not sure they impact us more than them right now. i think it might be the other way around. one key point is that short-term lending has been constrained there. the medium term and long term business building is still taking place. our guess is that it's a bit of a bump in the road there and the rally will continue at some point. >> so does that mean that you're in the camp of a bit of a pull back in the u.s., maybe even up to 10%

president of williams financial adviser advisers and janet engles, director of private client research with rbc. what do you think? are we off and running here or have we reached the top? >> i think it's exciting. 11 out of 12 times since 1950, we've had bear rallies, we've had a pullback. we need to have a sell discipline right now. buy hold and hope is a dead philosophy. you better be prepared for some pullback, but i think the end of the year looks good. the economy numbers are looking great. pretty exciting time, don't you think? >> you've confused me. you were speak of bear market. is this a bear market rally in your opinion? >> i think it has to be. what we've come through this yes, you've got to look at it as a bear market rally. but it's a great rally. earnings are looking good. most of the companies reporting earnings so far have exceeded expectations, a rally is a rally, but i don't think we're out of the woods yet. >> janet, are you nodding your head? >> i agree. this is a bear market rally. it's got further to go. the earnings numbers are coming in better than expected. we think tha

rbc capital market, he's in denver. what do you see, edward?flicting signals on the consumer and recreational products are there. is there real strength in buying? as far as the spending recovery, so far we don't see it. you know the one opportunity that we know looking out in 2010, some of the companies in this group is that, you know, dealers have been depleting their inventory. it's supply and demand comes into balance, might be an opportunity in some cases for the companies to raise production which obviously will help the earnings numbers a bit. we don't see spending recovery just yet in the category. >> so why do you think the stocks are gone up so much? >> first you have to consider the fact that the base that they're come from. they went down 80% or more between 2005 and earlier part of this year. coming off a pretty low base. they're classic, early cycle stocks. beta in this group. going to out perform in the market in the environment. the question is whether the fundamentals will ultimately follow and we're -- that part is just a litt