Two big bank "tellers." J-P Morgan (JPM) and Wells Fargo (WFC) are both out with quarterly earnings this morning. They beat on earnings per share, but what's the bigger picture? Yahoo! Finance "Hot Stock Minute" host Lauren Lyster discusses the reports with Yahoo! Finance Senior Columnist Mike Santoli. The pair also review the March Retail Sales number which missed estimates. They also look at where the markets are likely to go from their current record high.