In his daily CNBC.com-only video clip, Art Cashin of UBS talks with Bob Pisani about the unusually large role Tuesdays have played in the stock market's rally since the start of the year. (3:38)
Andres Garcia Amaya, JPMorgan Funds, discusses how to play the Fed's next move and financials now; and Citi removed Wal-Mart from its "top picks" list, with the FMHR traders.
Discussing whether it's time to be more offensive in the market, with the FMHR team and CNBC's Steve Liesman. And Erin Gibbs, S&P Capital IQ, says consumer stocks could be ready for a rotation.
Adam Parker, chief U.S. equity strategist at Morgan Stanley, and Vincent Reinhart, managing director & chief U.S. economist at Morgan Stanley, discuss whether the economy justifies the stock market at record highs.
Nearly a third of the companies in the S&P 500 Index earn revenues exclusively in the U.S. and their shares are beating the index overall. Housing shares are contributing big time.