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.