Stocks are making a big midday turn higher, even shrugging off comments from the Fed’s Loretta Mester that ‘more restrictive’ policy is needed. We’ll track everything from the macro to Main Street, and see how it’s impacting markets & your money.

Plus, lots of geopolitical events are impacting the energy market, from Russian attacks on infrastructure to Iranian oil workers going on strike. We’ll explore what it all means for energy prices & inflation.

And, if inflation is indeed starting to slow down, then will some stocks get set to pop? Our trader will name one group he sees rallying from here and why.