you're looking over 700-point rally. relatively quickly. thank goodness. ashley: big tech coming back. liz: good riddance. october. stuart: red october, one of people on the show. we're up 300 points. connell is in for neil connell: you don't know you are risking your life getting inside of ashley webster's head. we're thinking charlie gasparino coming on the show doing something similar. we don't know how that will work out. up 300 points on the dow. if you're bullish, a great way to what close out a month.

look at major averages i believe on the nasdaq. we're still here, with deirdre bolton on the new york stock exchange for us on track for the tech stocks with the worst month since back in '08. pretty god way to finish. what are you seeing down there? >> connell we, have our second day of green with tech stocks in particular from the nasdaq. from a month's view. it's a little less rosy. facebook trading higher. obviously mixed results. analysts seem pretty bullish on the long-term effect. yes, growth is slowing. we are prepared for that. it is natural, it would not have meetic rise. what's app, messenger, insta a growth areas for facebook. apple moving higher the stock or

the company reporting earnings. that is tomorrow. amazon as well higher. talking about this month, you just referenced it, connell, as far as the month of october goes. this is a really rough month. we know that, the dow, s&p 500, the nasdaq all down at least 5% for the month. i want to go through some dow winners and losers if you look at october. we'll start with the losers, just because that has been the trend that is the way things are going. a lot of these are earnings related, by that ibm, down 24% for the month. that is a pretty steep decline. that is all about revenue growth. so the company actually just as facebook did, met earnings expectations, but highlighted some growth issues going forward in sales. that spooked a lot of investors really weighing on the dow. caterpillar, home depot, a little bit more macro if you like, both of those stocks, home depot down 14 1/2% month to date, caterpillar down 20% month to date.

home depot really on concerns that the u.s. housing market is slowing. caterpillar on more international trade tensions between the u.s. and china, what that means for the u.s. economy. on the plus side, as far as the month goes, walmart, verizon, mcdonald's. mcdonald's recently earnings driven story recently. you have pockets of bright spots in consumer, consumer related. walgreens is another one. i didn't put that one up on the board and proctor & gamble. to flesh out stocks holding on to some of their value, more times than not they have a connection to the consumer. connell we've been talking about this for a while. unemployment near record lows. people are earning more for the jobs they do have. u.s. consumer confidence near 18-year high. connell. connell: we'll talk about whether the market turned a corner last couple days or whether we're getting ahead of ourselves. deirdre, thanks. the other thing we're following, six days ahead of the midterms,

politics. president trump kicking off an eight-state campaign blitz today, in the state of florida, with a rally, later on today, that we'll focus, especially hour number two of "cavuto: coast to coast," a lot on florida. we have republican gubernatorial candidate in the state, ron desantis, joining us live for an interview. that is in the next hour. we'll dig into some of maps in the governor's race and senate race to talk about what could happen in florida. big picture though, it is not just that state. the president's rallies will span a number of states. as we bring in the panel, the question whether he is helping or hurting republican candidates down the stretch. from the "washington examiner," writer phil wegman with us. republican pollster, chris wilson and democratic stratgift marjorie clifton. welcome all. chris, you're the numbers guy on the republican side, with a question, it may be too broad is the president helping or hurting

republican candidates down the stretch with this campaign blitz? what are you seeing? >> no question he is helping. president trump can bring out the 2016 trump voter. he is helping if florida with ron desantis, rick scott, for senator. he is current congressman. president trump won florida in 2016. if he is able to bring out rural voters he was able to motivate. not just florida, but missouri republicans can pick a seat, indiana, they can pick up a seat, montana, they can pick up a seat and holding states he is helpful bringing out the 2016 trump voter. connell: phil, what do you say to the idea it is true? we have data to support it. but at the same time said to be concerned maybe the president hurts his party's chances in close house races, in particular suburban districts. that is why he is focused on states, seven out of the eight states focused on senate races what do you say about that?

>> florida is obviously very rural and urban at the same time. in trump you have the first florida man to win the white house. i say that because we have a president who often says and does whatever is on his mind, it helped him win in 2016 in florida. so what we've seen so far from desantis, he mimicked a lot of the rhetoric and tone from trump that helped him win in the republican primary. now he is trying to see whether or not it will help him win the general election. in a lot of ways i think what we're going to see in florida is referendum on whether or not this trump rhetoric still works going forward. connell: marjorie where are the democrats here less than a week out? a couple weeks ago hearing more nervous democrats, thinking the time right after the kavanaugh hearings, boy we had a lot of enthusiasm but now our opponents do as well. maybe we'll not take the house of representatives at all? i'm wondering now six days out if democrats are feeling more confident or is it still the

same type of thing? >> i think it goes by the hour honestly. a lot is determined by, it is like what is happening on twitter? i don't know. it does depend, seriously what trump says that day. i think people largely believe that the senate will be held by republicans but the house is up for glance. it will take democrats 23 seats to win the house. right now the issue of the day, being the birthright citizenship announcement that trump made surprising a lot of republicans and certainly democrats, and i think that particular issue, creates a problem for a lot of the moderates, swing states that will be critical for republicans to hold the house. a lot can happen in six days. connell: that is good question or point. president made immigration. he is open about it. not like he made a political issue the last week. he has gone to rallies, this is the election of the caravan. now to marjories point, this

birthright citizenship issue which brings up a number of legal questions, most legal experts don't think he can change that by executive order, does that hurt the republican party in some of these close house races versus the other side of it, i'm sure the president feels this way, help in turning out the base?wer is o both. i think there are a lot of races where the base, motivating the base, getting that turn out, 2016 voter i spoke to earlier to come out and vote can make a difference in close election in some suburban districts. there is no question some vote remembers turned off by the president's rhetoric. in that case it could make it a close race. connell: chris, saying republicans look like they have given up on the house. the president's travel schedule, this type of rhetoric but is that true? has republicans give up on the house? >> absolutely not. the republicans are fighting tooth and nail for every seat up for grabs. there are seats that will surprise pundits.

texas 23. will hurd. san antonio district, stretches down, heavily hispanic district. one democrats point out hillary clinton won it, thought it would be a very top pickup opportunity for them. the fact will hurd run a tremendous campaign. he is campaigned tooth and nail. he hasn't given up on a single vote. the fact it is close to the mexico border. that is a situation where this birthright citizenship message cuts both ways. it may hurt him in the san antonio suburbs but may help motivate the 2016 voters. i think that is race republicans win on election day. those are the seats democrats have to win to win the house. why i still believe it is up for grab. connell: i like that kind of thing, marjorie, it gives us an idea what to look for. sometimes in midterms, it is tough what kind of indicator tells us early in the evening how it is going, if chris is right, it will be a got night for republicans. on the democratic side, you say yes if this happens we'll have a

good night for democrats in your point of view? >> voter turnout. who is energized to show up. trump is energizing his base and having them turn out will help republicans. there are a lot of moderate democrats and republicans candidly in this environment feeling kind of lost, not sure how they want to volt or if they want to participate. the question will be do they show up? do latinos show up. do women show up. a lot of groups inized by the rhetoric on both sides. connell: democrats, we learned this through elections over the years, particularly in 2016, we're looking at big population centers need to turn out their voters. we'll talk about it. state maps all reds. those little pocket of blue, population centers need to turn them out. hillary clinton didn't do that in number of cities. that is one of the reasons she lost last time around. what are you watching next week, that will give us early indicator how the night is going? >> what is key to see whether or not democrats retake the house.

a lot of these urban and suburban areas they need to win where you have those white, educated suburban housewives who are kind of turned off with some of the rhetoric trump is pushing forward so far. i'm looking at districts like new jersey 11th and colorado's 6th district, mike coffman should be losing in colorado and jay weber should be losing in new jersey by a lot. instead these guys have been able to hang on because they have been focusing like you said a moment ago like issues on immigration and the economy f those guys can hold on i think that shows democrats are a little bit in trouble. connell: immigration, phil, than the economy? we done a number of stories, we had conversations, maybe i'm wrong, i felt like economy on republican side should come up more than it has? >> absolutely we've seen significant growth in wages and job sectors. what is interesting here, variety of both factors. both factors taken what we thought would be a blue tsunami

a blue wave. they have measured it. my thought democrats probably retake the house by not a significant large majority. so it will be very interesting because i don't think either party will have a deciding majority after election day. connell: good stuff, phil. chris, marjorie, thanks for starting us off today. we appreciate it. we'll get back to markets. the market tries to figure all this out as well. president has been touting gains we've seen at the end of the day yesterday and during the day today on twitter earlier on. we're up 257. dow jones industrial average, is it smart politically to talk about the stock market ahead of these midterms? that's next.

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connell: back to stocks in a moment. rally mode to end october which has been a brutal month for equities. general motors is one we're watching on strong earnings came out this morning. dow up 200 plus. gm is up almost 8% at 2.60 gain in the stock price today. big picture earnings season, look at earnings per share, good figures. almost 80% of the s&p 500 companies reporting. 79% have beaten third quarter earnings estimates.

erin gibbs is here, so is susan li to talk about all of this with us. erin, we had facebook last night after the bell. the stock sold off initially and then it came back. so we were wonder something that facebook specific or maybe some sort of a turning point in markets or how do you read into all this? >> recently earnings season, the individual reports have not matter so much. when you go through periods of high volatility, with sharp down days and rebound day, what really overtakes is overall sentiment toward the market and not individual stock reports. we've seen that throughout earnings season. some days you have a great report, your stock fills tanks. and today market up a lot, looking at facebook beta we would expect it up above the market value which is exactly what is happening. for us when you're in these super volatile environments, correlations across stocks sharply rise, everybody kind of acts the same way.

this is sort of expected. we're really happy most stocks will be up today. connell: right. to. just paying attention to the tense erin was using in her comment, susan. that we're in the environment. not we're out of it or turned some sort of a corner. people wonder, a couple days here, 400 points yesterday. 300 today. >> when is the inflection point. connell: are we through what we were going through but don't seem many people think that. >> herd mentality is what people think about. earnings report comes tonight with apple. probably most successful company in china. how do tariffs impact them? are they able to raise prices in this keep type of economy we're in. that is important for markets to watch for. connell: if we're turning some sort of a corner, turn it to apple or stay where we were in this very volatile environment? >> again it's a reflection on

the strong environment we're in as well. corporates all they complain, on earnings calls, higher interest raterate and trade tensions. connell: preview what we should expect tomorrow night? >> i think overall we're starting to hit the level where we really flushed out the excess valuation. a lot of this was investors getting used to higher interest rates, higher cost of capital. it will be tougher going forward. people are starting to look into 2019, seeing a deceleration. connell: by the way, to get this point in there, unless you disagree, not the midterm elections necessarily and some sort of fear? because the president brought it up number of times. most of people we talk to it is though factors rather than the democrats taking the house. >> exactly. if the dems take the house typically good for markets. a deadlock is actually good because means no change. connell: gridlock. >> gridlock is good, that means there is lack of change.

markets operate on status quo. connell: sorry to interrupture train of thought, are we getting there? >> looking at valuations we're close to five-year low valuations. they're starting to look cheap. for us going forward into november, we might at least at the end of earnings season, it might be a little more stock specific. you can really pick and choose. we've seen a switch from growth into value, with value being more of a leadership as people get a little more defense sieve. connell: right. >> that could be something we could look forward to over next couple days. >> i think historically as well, whether over 70 year period, 20 year period, as long as we get midterms out of the way, six months afterward you get good gains, six months to a year, no matter who wins at that point. >> instability calls the market reactions, fear to rise. any negative news tends to be more negative, makes uncertainty. on top of the fact of rising cost of capital.

connell: that is a different environment. there is, one of the things when we started talking about this, started talking about higher interest rates, people made this point, many people making decisions in terms of portfolio managers and traders taking their cue from the portfolio managers hadn't been through an environment like this. >> right. connell: you can read about it, until you're through it, you hadn't really traded your way threw it. neil talks about it all the time, when i bought my first house the interest rate was x. people making decisions now, someone in 30s, 40s, 50s, they haven't lived through similar environments, if they have they were not in decision-making decision. they are much younger in careers. there may be something to that. i don't know if you agree. >> i know we have clients where they are still allocated 100% equities. they have been so dismissive of any fixed income, any bonds because they haven't yield -- >> portfolio managers? >> no, no.

like our individual clients, retail investors. so that's more in the retail investor space. connell: couldn't get any yield there for years. >> exactly. in our asset allocation program we've always been well-defirst feed. as the retail investor there are benefits of fixed income to the safety particularly after this correction you might see changes in mentality. >> yield is attractive in volatile times. >> it is. knowing you're getting 5% every year can be very attractive. connell: very true. good to see both of you. good to see erin and susan again. we'll move back to immigration we talked about a few minutes ago. one of the things developed a second caravan being reported on. it is well behind the first one, like 250-miles or so i believe, but coming up next we'll talk about how soon. it will take some time. by the way way after midterm elections, when both might reach our border. what it all means and we'll be right back.

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connell: some developments on immigration we're following. developments of second caravan of migrants, 250 miles or so, behind the first one that has been followed. and that first caravan is still hundreds and hundreds of miles away from the southern border of the united states. on the subject today, president trump taken to twitter, talked about those migrants, saying they must come in legally or to quote, from the president's tweet, turn around, come in legally or turn around, from the center for immigration studies director, policy studies, jessica vaughn is our guest on this. good to see you. thank you for coming on. we were talking about midterm elections. the president made immigration a big topic, especially caravan of the midterms. talked about it in many recent rallies. this is the election of the caravan. his critics say, he is basically

making this all about politics. that it's a political stunt, for example, to send 5000 plus troops to the border. because of the timing that i just mentioned that these migrants won't be near the border anytime before the election, how is it not just a political stunt? what is your view? >> well, it is a political stunt on the part of the organizer of the caravan that is bent on using this caravan as a way to challenge the trump administration's promises to secure our border and, make the case for open borders and challenge our sovereignty but it is very necessary for the president to have a response. connell: right. >> the main part of the caravan is still far away. that is because secretary pompeo, did a great job working with the government of the mexico to come up with a common, coordinated response? that is helping slow them down. some are interested now in peeling off and staying in mexico. but the most undesirable parts

of this caravan, the people who have been deported before, the gang members, who knows who else, criminals and others have probably already made contact with the smuggling organizations that control the southern side of our border with mexico. connell: do we assume that? is that based on past spend, past study? how would we know that? >> we know it from past experience these caravans have been infiltrated by the smugglers before because they are competition for them. they want to peel off people and get them to pay smugglers to get them across. it will be a lot harder now because the border patrol has been reinforced with u.s. soldiers. they're going to be putting up some more barriers that will keep people from getting to the united states. and that is really a good thing. because the smugglers are -- connell: my question based on deployment of those resources right before a midterm election when the caravan, to your point is still a long way away from the border.

what if they show up at the border and their numbers really, really dwindled, some apply for asylum in mexico, whatever it may be, 5000 troops are at the border weeks and weeks from now, there is a very small caravan, what if that is the case? >> the problem there is a daily stream of kind of mini caravans of people arriving all along. 1700 people a day have been able to breach our border. and, that is kind of the silent caravan that really need to be stopped as well, because there are gang members, criminals taking advantage of that. people coming to ask for asylum, who have no intention pursuing a asylum claim. this is huge burden on american communities. they don't stay in the border area. they are coming to towns in the interior, the east coast, primarily. that needs to be nipped in the bud, really brought to a halt because it's a long-term problem that the president has been

trying to figure out how to deal with. he need to, for relief for american communities, but also to show voters he is taking action against it. connell: jessica vaughn, thank you very much from washington today. we'll have more coming up on immigration. we'll go to another issue next. health care, another big midterm issue. could be make-or-break for republicans and or democrats, depending how you look at things. the republican governor of the state of maine weighs in on all of that. health insurance stocks are higher today. we'll be back with more after a quick break. the day after chemo might mean a trip back to

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than two years. asian markets this year have really gotten hammered. shanghai is down 21%. putting it all together on the trade front today, kristina partsinevelos in washington. reporter: i love talking trade. we have to talk about trade with china because it is looming threat for the economy and united states and markets. latest from commerce secretary wilbur ross in south carolina at a trade conference and he is accusing china of protectionism. the vast majority of product categories, see more tariffs in the china than the united states. we just want free trade, if anything, no tariffs at all. and of course the stopping of the theft of intellectual property from the united states. we know that the president has spoken before about bringing jobs back to the united states. part of the reason why these tariffs are in place. but there is a new study that has come out of the u.s. chamber of commerce in south china. the study looked at 219 companies that do business with

china. 1% of those companies said that they have plans to move back their manufacturing to the united states. only 1%. 40% said their preference is to continuing working with china or around the globe aside from the united states. but that is a preference. because 70% of participants actually said that they're considering delaying or canceling invests in china. so of course these numbers are showing the economy is starting to hurt. like you mentioned, you have the manufacturing index, the pmi came out of china, lowest in 2016 at 50.2. this is indicator of economic health, especially, manufacturing and services industry. you're seeing that number lower. you're seeing new export orders from the globe. so all across the globe from china. that is a little bit lower. overall the export industry in china is chugging along pretty well. why? because you have a lot of chinese companies that are trying to front-load, push all the products out before these

tariffs increase. the president said he will increase tariffs to 25% on january 1st. we could potentially have a lot more tariffs coming. nonetheless, these numbers are showing the economy is starting to hurt in china. connell: no doubt. the stock market shows it as well. thanks. kristina partsinevelos in washington. we were talking about one of the wig issues with republicans in the midterms, immigration. for the dems, realize that. president tweeting that the gop will protect those with preexisting conditions and do so better than the dems. donald trump tweet from earlier today. let's bring in republican governor of the state of maine, paul lepage. has been involved in many health debates over the years. thank you for coming on. >> my pleasure. connell: start with that concept. preexisting conditions have become a huge campaign issue, especially in many house races around the country.

the democrats have been using it in some of their ads, hammering republicans. we'll protect you on preexisting conditions. the president apparently says the opposite is true. what is the republican plan as you know it to protect preexisting conditions? >> here in the state of maine preexisting conditions are a state law. we had it for years and years and years. the democrats are going after the house seat is saying, that bruce polokin is bad for pry existing conditions. bruce is running for congress, he has no say in it because it's a state law. preexist conditions, we do a much better job. the state of maine was leading before obamacare came out. we had a high-risk pool taking care of everybody in state of maine at much lower price but president obama, when he brought in the his insurance program, it outlawed our high risk pools. connell: that is interesting.

on state by state level you could have a different conversation than on the federal level. because obamacare, the affordable care act is the law of the land federally. if that individual mandate goes away, protection for preexisting conditions in other states would go away, right? your state would be -- >> if it, that is correct. if it is purely from the federal government, yes it would go away but many states like the state of maine, we have it in part of our insurance program that, it is already covered. so anything that was changed in obamacare would not affect us. >> what does it tell us, or tell you that when we talk, this is true, correct me if you think i'm wrong about this, big issue for republicans generally speaking in the midterm, president talks about it all the time, we were talking about it, immigration, fires up the base. looks might help him on turnout. health care is the big one for democrats. many people wouldn't have predicted that a few years ago. do you think it's a messaging

issue, substance issue or simple as preexisting conditions in obamacare debate? what do you think of that? >> it goes all the way back to if you want your doctor you can keep him. if you want your insurance policy you can keep it. we were sold a bill of goods. after it took effect we realized it was more expensive. higher deductibles and just unaffordable for american people. connell: when those stories were in the news, it was helping republicans. why i'm saying, why it is kind of a surprise, it seems like it flipped. democrats are ones talking health care. >> is absolutely flipped. connell: why are you it has flipped? why you are you guys seemingly losing that argument, last year or two? >> i don't think we're losing the argument. the media may be projecting that. we're all sitting back, seeing what is happening. the affordable care act, is not at all what it was said to be. it is, it was a, bait and

switch. american people are paying more. and there is only one hope is, congress fix it. where i think that republicans went wrong is in prior to 2016, they say elect the president, elect the house, elect the senate and we will get rid of obamacare and they reneged on their word. they have been paying the price ever since. if you make a promise you have to live wit. connell: didn't get the vote through. is there a plan to replace it is the question? you had all this time? did you come up with something better? >> they did have something better. our state was working with the federal government, with the president. in fact some of our people that were, some of my commissioners from dhs are now in washington working for cms trying to bring some of the things we know worked here in maine to the national level. i think that if the republicans would, once they make a promise, follow through, then i think we would be fine but you can't do

what happened with obamacare. connell: give me a quick thought -- >> that's a bad program, needs to be fixed. connell: give me quick thought, next tuesday night, how will things going to go? what is the story going to be on wednesday morning? probably nice for you, maybe not nice, not involved running this time. i read a interesting story about the race to replace you, essentially saying a little bit boring this time around, governor lepage is not on the ballot. not interesting as a race. that is main point of the article, what do you think the story will be next wednesday morning? >> i think next wednesday, prior to the kavanaugh hearings you i would have said the democrats had the wave going. i think the wave is dead and gone. i think the house will stay republican, the senate will stay republican. i was in florida last week. i think senator nelson is in serious trouble in florida. i think that, the american people, you know, fool me once shame on me, fool me once, shame on you, feel me twice, shame on

me. i think american people, democrats, republicans will go down, the party line. i think independents are getting much, much smarter in this country. i think we're still a 70-30 country. it will be a republican win. connell: good to see you, governor. thank you for coming on. talking about issues with us. appreciate it. >> appreciate it. connell: paul lepage. as we continue here, with very a nice rally over all for markets and in particular, we're seeing a lot of it in big tech, hammered throughout the month of october, bouncing back here, last couple days of the month. facebook after earnings. apple before earnings. nasdaq on pace for terrible, terrible month. first back-to-back gains since september. we'll be right back. welcome to the place where people go to learn about

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increasingly look like the rest of the market, right? five very different companies with very different businesses. pieces of overlap. the increasingly the economy, companies are increasingly tech companies. so my own belief these companies move more in line with broader markets. my answer to the question is, tell me what the overall market will do, that will probably tell us what these stocks will do. connell: i don't know, varney had some guy predicting things last hour. maybe he can bring him out "the mentalist." hold on, charlie. the guy was unbelievable, by the way, if you get a chance to watch it online. the market overall, you talk about them lining up with it, following the leader or being the leadership in the market that everybody else follows? >> that is true. they are definitely companies that everybody kind of looks at. all i can tell you, you can see

it in earnings announcements, at least in facebook, revenue growth is really decelerating. still admirable by normal company standards. but here is my mentalist prediction. connell: yeah. >> one of these, one of the fang companies, one of them in the next 24 months, one of them will start to fall out of favor. one will turn into the ibm or the ge, the turmoil, because they can't all maintain that leadership position. connell: if you're a true mentalist, you will obviously tell us which one is the most likely to do that? >> yeah. well i could tell you. i actually think facebook has the most risk of the five. connell: okay. >> and here's why. they don't have a, if you think about what are the analogies, regular life to these companies, here is a couple of them. like it seems to me a company like google is kind of like the electric utility. it just works. you don't think about it that much. they don't have a brand impression on, other than kind

of competence. if you think about something like facebook, facebook is kind of like your cable company. they're constantly trying to do something you don't like or sell you something you don't want or change your channel lineup. that ticks people off. they're trying to do new thing with stories. it feels like, a, it's a little bit fashion-like, right? it is kind of what's in today and what's not in tomorrow. connell: right. >> b, it is not a good user experience. i think they're the ones that have greatest risk out of that. connell: they're more reliant on people's swings in emotions. apple you're selling real things that is the other distinction between some of these companies as opposed to lumping them in all together. >> you bet. the internet is a tool by and large lets us choose and more and more let's us have

transparency. this internet company. this isn't your choice, pal. we take the feed we give you. is facebook. that to me is up against a very big large force. it is not a for, i wouldn't bet who is going to win that. connell: good stuff, dave, thanks for coming on as always. face book is here. >> thanks, connell. connell: getting to charlie gasparino, for a e mornings shifting to politics what happens if democrats take the house, will markets move on that. congresswoman maxine waters is one of the things most likely happen could end up as head of the financial services committee. charlie is here. she is ranking member. she will move up. >> she will move up and it will be a different financial services committee. connell: that is working -- >> i will give you a reason that backs up his point, about facebook coming under pressure. it will be a different committee. more focused on holding banks accountable. more focused on other investigations.

we should point out that what we understand, the banks believe and, people close to maxine waters believes, they will have constructive relationship with her. they will have to do stuff, making sure money and empowerment goes to minority communities. particularly because she has been a long advocate of that. obviously the cra would be something -- there will be a different emphasis. i think there will be a constructive relationship between the banks, that is what they tell me and her office. where it will be interesting with maxine waters on other issues. we understand two of major priorities for her, number one holding donald trump accountable. i think you will get investigation into his finances. another major aspect i think people will look at, will be clearly ben carson at hud. the financial services committee has some oversight over that, because hud is, issues debt. it is out there in the markets. connell: sure. >> i believe that they would be, that would be under her rubric and she will be holding them

accountable, holding ben carson accountable. the other thing i will be think is interesting, gets to his point, banks feel they are off the hook these days. regulatory attention among progressive democrats, elizabeth warren, maxine waters, would control the house various committees if they do win, still an if. connell: elizabeth warren on the senate side but you got a point. >> those type of progress serves are more acutely focused on tech. they think they will go after tech more than the banks. the fact that facebook regulates so much of our life. connell: tech could get it from all side. >> they could get it from all sides. they think these progressive democrats will definitely go for tech. i tell you, maxine waters, main stuff, from people close to her, will be on potus. connell: speaking of potus, throw awe donald trump tweet from the president of the united states, just came out. paul ryan, tweets the president moments ago, should be focusing

holding the majority, rather than giving his opinions on birthright citizenship. he did that yesterday, something the president says he knows nothing about. our new republican majority will work on this closing immigration loopholes and -- >> sounds like he is nervous. say they win by one vote, one extra seat, they control all investigative committees. the house financial services committee could be used as an investigative tool not just against banks, banks think they have good relationship. she will leave them alone. they think, people close to her, telling me, main focus holding donald trump accountable. who knows, getting his tax returns, putting it out. all that stuff is on the table. ben carson at hud. seems something people close to the democratic majority, close to the democratic leadership are talking about. they think he has not done a good job at hud helping minorities. connell: less than a minute, top of the hour, reading on president's schedule that says.

maybe they're giving up on the house. all the states going to next week. seven out of eight are senate races. >> that is other part of the calculus of the banks, senate controlled by republicans, house what could they do to them really in terms of legislation? not much. connell: right. >> they believe they have a good enough relationship with maxine waters. but i am telling you, what i'm hearing from her, she will hold the president's feet to the fire. therethere will be concerted eft to go after ben carson at hud. connell: charlie, appreciate it as always. get back with more on this. a real big focus on florida tomorrow. the president is going there. gubernatorial candidate ron desantis is on. the market up 333, when we come back. for the past 15 years, chubb has identified ways that we can strengthen our safety measures.

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welcome back. cavuto coast to coast. it's great to be here with you. a great way to end a terrible month of stocks. the dow had another 2% higher. we'll see how we close out on this tech bounce back. facebook is helping toledo the way. we spoke about it moments ago. apple has earnings coming out tomorrow. netflix and other fang stocks are having a good end to a

terrible month. it's a down month. dow almost five. the other thing we are six days a way from the midterms. that's the other factor. president trump is kicking off the campaign blitz. in the state of florida today. just a moment we'll breakdown the state. the what ifs and all of the scenarios in florida. our first reporter is from florida and knows it better than i do. blake has the report from the white house before the president leaves. >> it always comes down to florida in one way or another, right connell. it will be 11 different stops in eight different states as we head down the stretch. the president will head to florida and there are a few big races there for national exposures.

the first one is the democrat trying to hold on. the out going governor rick scott is the one challenging him. when you look at the polling this is razor thin within the margin of error. the same goes as well for the last few days. scott is out going and the governor's mansion is up for grabs. congressman rob is a supporter of president trump. he's the republican on the ticket. andrew who is the mayor is the democrat that has gone back and forthwith president trump over the last few days this is the first of the 11 stops. after florida he will head to missouri and his schedule picks up from their. two stops on friday. sunday he will go to georgia and

tennessee. on monday's final ohio and indiana again and a return trip to missouri. when you look at the eight different states seven of them have senate races. florida is one of them. early erie asked the press secretary sarah sanders if it's the belief he needs to focus on states with senate races instead of keeping the house. >> we have done a lot for the house. these are places were the president is overwhelmingly popular in those locations. the president is the best messenger for the party. he has a great story to tell. he's been doing that all over the country for the last few months. >>reporter: they are not giving up on the house meaning republicans are not. she pointed to the fact that the president campaigned in north carolina. that's a state that doesn't have a senate race.

when you look at the schedule she points to the fact there is a close race in georgia and florida as well as it relates to the house that they believe the president can help out with. >> interesting, he's a busy man. blake there. both parties are making their closing arguments what are the big questions going in. let's get to our panel and dig deep. peyton will join us. this is the first time following what blake is talking about. the white house said, no, we are not giving up on the house of accept sent -- representatives. how do you read into his schedule and how effective he could be. >> he has nothing to lose and if

you look at some of the early voting numbers coming in. in a lot of the closely watched races republican early voters have been out pacing that of democrats. we have seen it in georgia, florida, texas, and every state with the exception of nevada. i'm talking about tightly contested races here. it makes sense for donald trump to campaign in tightly contested races like that and push for republicans in the house. i think he has a chance. >> howard, give us the other side of this. >> i'll correct one thing that was said. here in georgia we had early voting absentee. we don't register by affiliation. we don't know who is out pacing one another. democrats have been planning for this day since december or november 9th, 2016.

we have had two years and a slew of special elections. the democrats have been rolling in one direction. republicans weren't sure whether to embrace or rebuke donald trump in the first year of his presidency. from an enthusiasm standpoint you will see progressives leading the top of the ticket and surging in terms of ticket. >> let me look at our map and dig into the state of florida a bit. that's where the president is going not only today but making a second trip to the pensacola area. we'll look at a few races. we have ron coming up. if you look at the average in the polls in the race it's really close within the margin of error. the mayor averaging the polls. on the senate side it's a

similar. senator nelson plus two. florida will come down to what it always comes down to. as we look at the last presidential election can both parties turnout their base in the key areas. miami, dade county. other cities like orlando in the middle of the state. the rest of the map is red. you go up the gulf close into the panhandle, remember just coming off of hurricane micheal. you wonder how that gets in peoples minds in terms of turnout. the president will go to areas where he can help. he's been doing that with his rallies. this again, on the gulf coast of florida has been trump country. he won that county 60-35 the last time. with that as your backdrop what's most important this time in florida and from the way you

read it has anything changed from 2016 to 2018. >> yeah, the key will be turnout. it always is in the midterm election. two months ago democrats lad a huge advantage over that. in our polling a 12 point advantage. that has evened up like kavanaugh. they have woken up republicans they need to go out and vote. it depends on who is able to get their voters to the pollment they spent more then $1 million to get people out to vote. they are sending out two million mail pieces. >> i'm happy. when we work closely with the committees and index expenditure

committees they spent every dollars wisely. what you see as we close is an equal amount of spending on both sides and will come down to our republicans in the suburbs willing to let the democrats take-over or not. that will determine the outcome of both the house and senate. >> we keep hearing about these suburb an voters. howard, maybe you can jump in on this. if you look down i in some of te heavy areas the democrats have won in the past. i came down to south florida before to circle this democratic stronghold through miami dade county to places like, even getting up as far as west palm m beach and ft. lauderdale. hillary clinton wasn't able to

delive ir. >> irer -- deliver. >> the difference is andrew spent time around the state and he's a mayor from north florida who has done really well. we saw this in the primary election were he won the nomination. he turned out a broad coalition. that obama coalition in 2012 campaigned his massage and has gotten folks excited. i was in florida for the african-american mayor association. you couldn't look too far without seeing an andrew yard sign somewhere. >> what's the key for the republican candidates also for governor scott running for senate in the next week. what do they need to do to keep florida on the republican side? >> what i think is funny about this.

every since donald trump took the oath of office we heard about there will be a blue wave, blue wave. democrats will overwhelmingly take-over the house and senate. people are angry at donald trump. it's face nate -- fascinating and fun. okay, maybe we are not going to win. there aren't as many seats as we thought. i think the senate will lean more republican. now, we are a week a way from the election and the blue wave is smaller than what was forecasted and it might be a purple one. it's interesting to watch democrats lower the bar for themselves. republicans should double down. they have seen enthusiasm slinking. it's because of the ra radicula things they have been saying. there is a huge caravan of people coming into the country. if you want to keep law and

order and the way things are suppose to be run. you need to vote for us and not the people who are pushing for open borders, free healthcare, and education for everyone. >> this is a big issue for the president and will continue to do so. bree thank you. >> thank you guys as well. we'll continue to talk florida. also these markets. mcdonald's hit an all-time high. they are up about 6%. mcdonald's the first dow stock to hit an all-time high over the last two weeks. have return -- we turned a corner? we'll talk about it coming up. we just got married.

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>> i think corrections are defined by a lot of volatility. i'm the retail investor. to me, that's always a good sign. >> it's interesting, we had a gust on last hour that said the same thing. we talked about where to find yield and this environment of rising interest rates. you said, yeah, some of her clients came in and she had to remind them you could own bonds. there are other places people have to adjust and get used to the environment. what are you noticing? >> interest rates are going higher. the volatility is from rates starting to come off their lows. there has been a healthy dose of skepticism and the feds would keep going. every time that skepticism goes away and is a realty more fast

money investors hit the panic button and we see a tremendous amount of volatility. >> long-term you are still a bullish guy. dennis came on and you are already in a market. interviewing gary who said listen, i love to be bullish but they are barish. >> so, we are nowhere near the end of the business cycle. there is no signs of excess anywhere except for a few tech nates. amazon and netflix is too high. where is the debt bubble you get personal balance sheets and debt service payments as a take home

income the savings rate is near 7%. we are nowhere near the end of the business cycle. the market looks ugly and hide under your desk. >> you think it's only a fit. this is one of the longest expansions. the caveat is it's one of the slowest economic expansions of all-time. there is more over heating. we had a few business cycles and market cycles. we know when we are over heating there. >> you don't see inflation when it would be. what don't you see? >> we see modest inflation. we are not seeing it skyrocket. it's going up two and half years. when i talk to business owners it's like man, they need to hire right now. they can't fund enough people to

get to work. this is a high economy. >> that's fair. what about the tensions we have out there. we talk about a trade war or scrimmage. a lot of companies have been mentioning it to be fair in their conference call. you spoke to caterpillar and 3m and we are seeing this related to trade. >> if this discuss the drawn out trade war we would see a lot more then comments. what you are getting in earns right now from 17 to 18 we had such high top line and bottom line growth the comparables are hard. we get all of the bad news out now and set expectations low. you are still looking at double digit bottom line growth next year and mid to high single

revenue growth on top of a straightening economy. >> is this a time to shift different types of investments or stock. or do you say the names that drove us up, you had a chance and pull back. >> i mean, i like warren buffet. you have to love the emerging markets and international markets. get your money deversefied -- deversefied. >> are you making changes? >> no, look i think we are going much higher. >> this is over a long period of time. this stuff is here for a while?

>> nor mall volatility of the market. they do a 10% correction every year. >> some of it happened? >> it always happens. we always forget about it. >> the other thing, sometimes we do get caught up in big moves in the dow 6, 7, 800 points. even today, what's the percentage move, not much. when we get 3m for the sup set but it's not like we are up 5%. we are at 1.7%. >> i say when you look at big namings that everyone talks about is the ownership are a lot of open interest funds. they are under performance. if they under preform by a small amount. they come in from the left and right. when something goes wrong they should sell at the same time.

moves get exacerbated in both directions. you look at what's levered up three and four to one. look, if you are an individual investor put your money to work and sleep well at night. >> thank you for coming out, guys. this rally the president is holding later in the state of florida we'll talk about that. we have congressman ron the gop candidate in the state. he will be here next, we'll be right back. we started making wine in 1948... [sfx: bottle sounds on conveyor] one bottle at a time. today, we produce nearly 20 million cases a year. chubb has helped us grow for the past 30 years... they helped us prevent equipment problems during harvest and provided guidance when we started exporting internationally. now we're working with them on cybersecurity. my grandfather taught me to make a wine that over delivers.

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we are back to the state of florida. doesn't it always seem like all eyes are on florida. in this case the governors race will be talking about that as the president kicks off an eight state blitz. he's trying to help the florida governorral candidate get to the

top. we reached out to his opponent. andrew the mayor and he might be here. this is six days out and we know how close florida always is. the polls tell us it's this close. how do you close it out? what's the most important factor in the next week? >> a lot of it will be continuing to do what we are doing on the ground. we have a good turnout with republicans. we have had, i think over 3 million people vote in florida already between mail in ballots and early voting. republicans are leading that. we want to make sure our republican voters are coming out. that's just blocking and tackling. the larger issues, to me it's

about continuing the month -- momentum. i'll build off the success we have. we have a historic opportunity to tax climate. my opponent would like to raise taxes 40%. that would derail our economic momentum meaning less jobs and opportunity for people. most floridans understand we want to build off a success. >> what i noticed congressman in covering races as a general is immigration has been the big issue for republican voters. we have seen data to suggest that and healthcare for democrats. i have been surprised that the economy hasn't talked about more. you are focusing on it. are you seeing any issue with that resonating with voters. are they responding to that.

>> he would like florida to be a tanksanctuary state. i wouldn't abolish ice and won't make florida a sanctuary state. >> are you in line with the president on every single issue. i remember when i interviewed marsha she said you know, there

is distance between us on trade and one or two other issues. the president has been all in for you. he will rally in the state of florida tonight. are you with him on 100% of what you hear? if not where is there a distance. >> i don't agree with anyone on 100% of anything. i don't agree with my wife on 100% of anything. when we disagree she gets the way and that's fine. she usually deserves it. the president is doing great economically. great national security. he deserves the credit for that. one issue he tried to do is offshore oil drilling for some states it makes sense but not in florida. our whole state is our coastline and that wasn't the right way to go. i went to him and governor scott went to him and said florida needs an exception for this. he listened and florida got the

exception. i feel that if you disagree do it constructively and try to figure out how to move the ball forward. that's what we did with offshore drilling and sometimes we disagree that some of the trade stuff wasn't sure would workout. he's delivered some benefits and deserves credits from that. the big spending bill i asked him to veto it and he decided to sign it. that's the way the cookie crumbles. we are better off today then we were a few years ago in terms of economic opportunity. >> interesting, sometimes it works one way or another way. do you support the tariffs are still opposed? >> well, look, he's been using that as a tool to negotiate. look what he did at nafta and other things. he's striking deals. he knows how to do that. it wouldn't have been something

i would have advocated. at the end of the die i have to give credit were credit is due and getting concessions on the behalf of american people. >> he's all in for you. i believe in the ft. meyer area and coming to pensacola as a second trip before the election. is the president helping you where you think you need help? you spoke about turnout. there have been a lot of stories about the president doesn't help in suburb an districts. does it cut both ways or all positive? >> i think it's mostly about are we able to turnout, i mean there are hundreds of thousands. there are probably over 1 million people that voted for the president in 2016 in florida who don't necessarily vote in midterm elections. when he comes down and sends the massage this is important only

he can activate the voters. he has the ability to bring them to the fold in a midterm election who might not otherwise show up. so, that's a huge positive for us because, you know, it's really close here in florida. republicans turned out 2% more then the dems so far. we are unite united states -- uy behind with the early vote. if you can turnout extra voters that's gold. >> yep, it comes down to the wire in that state. florida, we'll be watching on tuesday night. thank you congressman for coming on today. thank you for joining us. >> thank you. >> we'll try to work that interview out with mayor gillium. will immigration help republicans, we'll have that straight ahead. nah. not gonna happen.

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president trump is doubling down on first of all sending troops to the border. he spoke about that. he spoke about having a caravan of migrants turn around. he said as much on twitter. the poll -- politics about this. the associate editor is in the studios. you can argue about the ma migrt caravan story. the president made this a huge political issue. he came out and said this is the election of the caravan and it's working. >> it's an invasion of the united states. >> is that language resonating with him politically? >> fear has been used by candidates in the election for ever. this is an instance of it being

used again. the fear of the invasion from the south changing the life of america. >> they are nowhere near the border. >> they are hundreds of miles away and won't be able to get their until after the election. it's president trump's effort to push his effort. does it work for him politically? one would image with his base those people are very concerned about this and believe in building the wall that it does. does it need to work with that base? will they turnout any way? how much does it workout? >> a journal nbc pole spoke about the two groups that were females that are college educated in the suburbs and males not college educated and how they used to vote together

similarly. they just came apart. so, with all of this comes down to. >> this will be an election, this midterm, with a big stamp and major focus on women. women candidates, you are seeing huge numbers of women candidates and also, sort of the linchpin voters. will they stay with trump or not. the immigration issue and deploying troops can also work against it. these are federal troops. this is not what they are designed to do. we are criticized from taking them from their national security responsibilities looking out ward. why are they providing logistic support. they are not allowed to do law enforcement. >> those are all issues that would be brought up normally and some extend are being brought up by republicans.

they said we don't want to use the military this way or on this birthright citizenship issue you can't do this because it's an over reach. when it's brought up the president shot it right down. he went off paul ryan today. the republican voters seems to respond to the president. they are with him, it's his party. >> he has no intent of having war hogs on the border. it's bringing it up. he doesn't have to fall through on this and doesn't matter how much they are able to help. it shows the intent on the part of the president in the issue that may or may not galvanize. globally also to deal with the refugee issues.

1 million refugees streaming into germany. >> look at merkle. >> also they attend with the sudden issue when they could address these things more coherently. we haven't done that. >> right, it opens the opportunity for the president and people who disagree it's tough to push back and say you should have done a better job. >> yeah, it's right calling in the federal troops. we call it an invasion when it's not. it's the normal migration. people are desperate and pushing baby carriages and trying to get to a better life. we are not addressing it in a good coherent way. we do have borders and we have not addressed some of the issue

when in fact they are difficult to do but must be done. things are flip-flopped in someway. we would think this would be an advantage. you would think healthcare would be an advantage for republicans when we go through the debate about obamacare. >> yes, the complete opposite. >> a lot of political spectrum has been flipped on his head. here was a candidate donald trump who was sounding the same and resonate with bernie sanders on those issues. >> when trade hurts companies and real people. it doesn't change votes all of the time. i spoke to a lot of people in the midwest and stories in iowa saying this is hurting our bids

but i still support it. >> we don't know the unattended concentratioconsequences. some of the soybeans are going to latin america, oddly. you haven't seen some of the things we are expecting but you will see others. it will play through that way. we don't know the political implications. >> that might be a 2020 store. largely the democrats agree with it. >> so 2020 feels a long way away. 020 feels like tomorrow. >> i know, we'll do segments on wednesday morning. all right, john, good to see you. as we continue we'll get back to some of the earnings we were talking about earlier. apple is the big one. it was on the heels of the product launch. we'll be right back.

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facebook shares are in rally mode today. the revenue was light but the stocks are up. earning per share figures. apple will report their earnings. that will be closely watched tomorrow after the bell. shanna worked with some of those

earnings. you were at the big apple event yesterday. that's product tomorrow's problem fit and loss. i feel like we don't want to overdo it but this could be a big report given the volatility we had in markets. >> it will be a big report. i think a lot of the questions surroundings apples numbers tomorrow is it's one theme we have been following. what is the outlook like especially for revenue. can these companies continue to grow as they have been and if not where are the reasons they are seeing a bit of pressure. why are they expanding? one question i know as far as covering apple yesterday is everyone would like to know what they say about their business in china. 20% of their revenue is coming from their and we had trade tensions. that will be a big open question mark and people looking for what they have to say about that.

>> absolutely. so big, apple, it will give us an idea how they feel about tariffs. let's talk about facebook before we turn back to apple. the tech companies have been concerned about revenue. facebook numbers weren't great. even with user growth. what do you make of the stock being up. >> yeah, i think what we are seeing is investors getting more control with the idea that facebook isn't in the growth mode or growth stock it use to be. it's still an sure investment. with what we saw yesterday, there were no big sur -- certifp surprises. those things are attractive again. not to the growth stock but interestment that would pay dividends. >> what accidental happen, what

do you think to follow up on her points about how important the report is. >> i think the outlook is more focused than the report of, iphone sales this quarter. they will look at three big things that quarter results will hit the 75 million number. how is their services business fairing. is it continuing to grow and china. will there be supply chain disruptions and what are they expecting as we look at the halloween season for apple. >> what have we heard so far from apple? anything that tim cook said? >> i think most people expect him to be diplomatic as always and talk about working threw it. i don't have any specific analyst call ahead of that. this is what he will say but i know that's what the community is looking for. i think to the point that we are talking about here with revenue

growth. that's another key separate point. interestingly, enough, facebook had the revenue miss and the stock is rallying. ibm is one of the worse preforming stocks. it's interesting the way investors read revenue misses. one of the biggest concerns is where is it going to come from. that's why it's so finished. they have massager and there are still places for it to grow. i'm curious as to what that means for apple. where the companies say they will grow is important. >> i also wonder if it matters which night you report. the market is so volatile now. when you come out when it's an update verses an down day your numbers don't matter.

there is no huge surprise today will be an update. >> it has a lot to do with who you are following proceed in your earnings and certainly, apple is the last of the stocks. their is a lot of attention on this for the market to rally. so, you know, it's timing and positioning as well. >> all right, thanks a lot. good to talk to you guys. we'll be right back, quick break. ve hundred year storm should happen every five hundred years, right? fact is, there have been twenty-six in the last decade. allstate is adapting. with drones to assess home damage sooner. and if a flying object damages your car, you can snap a photo and get your claim processed in hours, not days. plus, allstate can pay your claim in minutes. now that you know the truth...

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connell: nice cali today in the markets. -- rally. higher mortgages rates are not deterring that group from inspiring homes. homeownership rates at five-year five-year highs for millenials. gerri willis is here. what is going on? >> this is fascinating connell. we may have to rethink what we make of millenials probonesty to buy housing. millenials don't want to buy, they only want to rent. maybe they only want to rent when housing is out of reap. look at pop-up in the numbers. look at 36.8% number is that what the homeownership rate is in 64.8% homeownership in the third quarter. the overall in the marketplace there is 1.5 million americans

who home their own home year to year. that is very good news. i think it is fascinating we're seeing millenials really participate in this market, when so many people forecast housing is over, it is done, nobody will ever own a house ever again. putting it all at risk. i want to hear what you say about this, mortgage rates are now at 5.11%. i'm getting number from the mortgage bankers association. fewer people, 2.5% fewer people are actually applying for mortgages. so all of this good news, maybe it only last as little while. connell: millenial generation gets hammered for a lot of things. maybe they're growing up and being normal, maybe i have to buy a home now? >> embedded in the culture people own their own homes that there fundamental financial reasons to own a home. this is asset you can control borrow against.

your money doesn't go to a landlord. your money goes into your own purse. connell: maybe they're realizing that kind of thing. good story. thanks, gerri willis. >> most welcome. connell: "after the bell," join me and melissa. quick programing note, 8:00 p.m. eastern tomorrow night, trish regan, prime time, the vice president joins us. here is charles payne. charles: good afternoon, i'm charles payne. this is "making money." strong earnings, economic data out, lifting this market. we're staging the best two-day rally in years. plus the countdown to the midterms. here is final push for republicans. boys to men, driving force sending stocks prices higher. all that and more on "making money". last day of the