 We turn the calendar on a new month at 20 after. Welcome back here with America in the Morning. The Business Report is sponsored by Fisher Investments. Fisher Investments takes a disciplined approach with investing, helping clients navigate volatile markets. Learn more at fisherinvestments.com. Here's CNBC's Jessica Edinger. Wall Street opens this morning to start July trading. It's also the start of the third quarter and the second half of the year after a really strong first half for stocks.