Banks have been the big driver for earnings season so far, holding up better than expected. The big names are getting the most attention, but we’ll drill down on some smaller ones that could be good bets right now. Plus, Treasury yields are lower today after hitting decade-highs last week. Are we past the peak? The ‘Bond King of Texas’ says ‘yes,’ and he’ll join us in studio to explain why. And, could the bottom already be in for stocks? Remove bonds, and we’re seeing all the ‘textbook signs’ according to Ari Wald of Oppenheimer. He’ll tell us what he’s buying now.

Stocks are shrugging off the hotter-than-expected CPI data, with the Dow making an 1,100-point swing from the morning lows. We’ll try to make sense of what’s happening on Wall Street today. Plus, while stocks might be higher, inflation is too, posting another 8.2% jump year-over-year in September. So what should the Fed do? We’ll explore. And, earnings season is about to kick off, starting with the Financials. We’ll get you ready with a ‘Big Banks’ edition of Earnings Exchange.