Inflation overseas is falling sharply. The Nasdaq is up 20% from its lows. And oil is popping 6% this week. Is the market giving us the “all clear” signal, or not? We’ll debate. Plus, we’ll read the tea leaves in the options market, as trading activity picks up in the VIX and high-yield areas. And, health care is one of the worst-performing sectors so far this year, and our investor says the upside in big pharma is capped. He’ll tell us where else to find safety instead.

It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day. The digital age is changing the game for bank runs, and how to prepare for them. We’ll look at how regulators plan to address that. Plus, our market expert insists the inflation downtrend is about to resume. We’ll ask what makes him so sure, and how he’s positioning as a result. And, investors have been piling into treasurys this year. So has the trade become too crowded? One of our guests says “yes,” and will tell us what he’s buying instead.