Discussing whether the economy will grind to a halt if Fed stimulus is withdrawn, with Harry Dent, "Survive and Prosper" Newsletter editor, and CNBC's Ron Insana.
The NYSE Arca Airline Index is up nearly 2 percent today, with the FMHR team. Meanwhile Jurrien Timmer, Fidelity, says he still likes defensive sectors like staples, health care and utilities.
CNBC's Eamon Javers just spoke with an official who is familiar with the contents of the report. Meanwhile CNBC's Diana Olick reports that U.S. REIT returns were more than three times those of equity markets in April. Stiven Grimes, CEO & president of Retail Properties of America, weighs in.