tjx is barely up here we talk about how big tjx really is. costco is barely yep.should be stronger. carl, retail should be leading the market and it's not. if you ask me what's not working, i would think retail would be a leader here. that's working, but that's mortgage rates. mortgage rates will go up. >> 30 year fixed, jim, 7.09%, the highest since may of 2024. mortgage up 33. i'm assuming that's seasonal, right? >> they make the numbers so unreliable we focus on earnings because no one will trust numbers with a fifth of the country or the southern fifth of the country's off-line right now. >> restaurants, furnishing, certainly the homebuilders. that said, the dow is up 700 points. as we go to break, we have a fairly healthy diet for the fed speak today. stay with us. >> the bond report is brought to you by pimco, global leader in active fixed income. >>> let's get to the west coast edition of trading. >> healthcare has been lagging, carl, but a fantastic company blew away the numbers this morning. stocks have been the best performer in the s&p 500. good to see.