take a quick look at boeing. the boeing ceo addressed problems with the 787 max jet, just down slightly. down as you can see very slightly. that will do it for us. connell mcshane in for neil. connell: thank you very much. welcome to "cavuto: coast to coast" for next couple hours. i'm connell mcshane filling in for neil. it's a very busy week in terms of earnings. that is already underway. 1/3 of the s&p 500 will be reporting quarterly earnings this week. stocks continue to hover around record highs. confidence in the economy is popping. president trump certainly touting that. heard larry kudlow doing the same. democrats argue that it is only benefiting those at the top. we'll jump into the big topics with from "the wall street journal" john bussey and ron christie and we're joined by democratic strategist danielle mcglocklin.

welcome all three. a lot of politics and earnings. john, start with you, if you're the president sitting in on a monday, they look good. a lot you could be bragging about. you could be pointing to saying hey, pretty good where i stand. >> he is starting to brag about this. this is becoming a more part of his message. if he maintains that discipline, he doesn't always show, stay on message he has a pretty good story to tell on the economy. pretty big numbers on consumer spending for february and march. they were up. that was good news the quarterly report, gdp report had big number, 3.2% expansion, had weak consumer spending. that looks like it is changing. this could turn. there are a lot of things that could happen. a big inventory build, accounted for 3.2% growth in the first quarter. but now he has a food story to tell. connell: ron, go back to bush 41

running for re-election, he thought he had a great story. sometimes that happens. larry kudlow says it's a supply side boom. it will continue. if you look at numbers, this president should be set up well for re-election but is he? >> good afternoon, connell. i think he is. but you look what happened to president bush's father, bush 41. at this juncture, look at people of color, african-americans, hispanic-americans, their unemployment situation looks very good. connell: food -- good numbers. neil talks about this. his numbers could be higher. or he blamessed media which he has or you, mr. president, should be higher than 43%. >> to john's point there is needs to be more message discipline. if he can stay on message and stay disciplined i think he has a really, really good chance at

this juncture. connell: how do the democrats beat him? joe biden says i'm the most electable, how do democrats win when he is in this good position. >> it its tricky with a good economy. they have to ask voters about their pocketbooks. they have to ask voters about their health care. they have to ask voters about wealth building, are they buying homes? are they building wealth they can pass on to the children because we have seen our employment numbers, record numbers but wealth inequality is really a problem for a lot of americans even with the stock market. only half of americans are in stock. what do the other 50% do? connell: those are all good points and true to varying degrees that could be political arguments but to me the argument that probably most resonates to democratic voters, i wonder if you agree or not, i'm joe biden, whoever it is i can beat donald trump because he hasn't lived up as a person to you

know, how a president should carry him or herself? that is the better argument for democrats. because if you're arguing against this economy, that is a tough argument. >> is a strong economy going into the 2018 midterms and it was repudiation of administration in that vote. a lot of republicans voting for democrats. orange county going blue. we're not sure how much economy will play on mind of voters. are they watching the president who after all really isn't disciplined about message building. he is impulsive. relitigating the whole mueller report. connell: that is mistake. >> never told mcgahn to fire mueller. he is keeping that in the news. now on the other hand the supply, kudlow is kind of right. jon hilsenrath has a piece on wsj.com about the economy coming back it is pretty strong f that carries through the election and

the president does stay on message i think bidens or other candidates who get nominated -- connell: tough to push back on that. for all of the negatives that might be out there to the president the message discipline thing is certainly out there, you have a situation that people said wouldn't last. so far it has. that is the thing with the economy right? the 3.2% number is surprising. maybe it isn't sustainable. there is a case to be made and it's there now. >> my question will be another rise in wave of populism. to danielle's point a lot of people in the country feel like the economic boom hasn't reached them. connell: bernie sanders fighting against a populist president? one populist against president. >> there is thin line between the bernie sanders supporters and donald trump. if i'm a democrat, and i'm not -- connell: danielle can speak to that i want to talk about states for a couple minutes.

biden is in pittsburgh. pennsylvania everybody knows is huge. the other one, when we saw which is go and trump said boy, that was it. we'll talk about wisconsin in a minute as well. scott walker the former governor there was there over the weekend, that still will be very close next time around. here is what he said. >> how do you think wisconsin looks now, governor? >> it will be a tough battle just like it has been in the past not only for the president but many statewide candidates. he won in 2016 just by a hair. it will that be close again but i believe he can win again in 2020 as long as he gets the message out about the positive things he has done for the state and people across the country. he has to do that in combination reminding voters, whoever the democrats nominate will embrace not traditional democrat ideas but socialist ideas i don't think win in the midwest, certainly not wisconsin.

connell: one thing they won't not pay attention to wisconsin. this time they're in. >> 73,000 votes over three states that mistake will not. wisconsin, 10,000 dairy farmers stopped milking cows last two years. the trade wars, that the president was elected to kind of fight, the chinese know where our pressure points are. the chinese know how to hit the state has the president is popular in. this is will be a problem for him. connell: it might be. in theory everything you're saying i thought would be 100% true, not as much this year but last year. i spent a lot of time covering that story. a lot of time in iowa for example, the soybean story and everything. that thing that stood out to me throughout is that supporters of the president or just farmers in general, people that you think would be really upset by trade are still supporters of the president. in other words there has been a lot of loyalty, giving him a lot of rope. in theory you're probably right.

that should be hurting the president. i don't think it has yet. i don't know if you agree. >> they did go to wisconsin the last election. they're holding convention in wisconsin. concentrating on the blue wall supposedly in the democratic camp. as you point out, it is not just wisconsin, pennsylvania, michigan going by a collective of 77, 78,000 votes. connell: do they do it on trade or turnout in cities like milwaukee, detroit, philadelphia? is that the key for democrats? or do it on economic messages in more rural areas. >> they do it by economic message, turning out, reconsolidating old traditional base of union workers and those who feel that the democrats are going to be able to do something for them that president trump has not been able to do, which is to get the wealth downtown them. whether or not that message gets across, we don't know.

>> we don't know. it will be much closer -- look, wisconsin, scott walker was ousted by a democrat in 2018. momentum seems to be behind, tailwind seems to be behind -- connell: the president tweeted that the leadership may not like me but the members are behind me. >> there is specifically a reason president went to wisconsin this past weekend to rally with the folks. it is all about turnout. democrats and republicans vote. if donald trump can get the folks on paper, the trade agreements might not be favorable to them, they still love him, he will get reelected. connell: we'll see what happens with china and usmca, the rest of it, sometimes it doesn't necessarily, that was my point, doesn't translate the way we all thought it would on trade. great start to the show. appreciate it. we'll get to the boeing story in a moment. interesting to see dennis muilenburg facing questions and tough ones from reporters at a

news conference that took place last hour. the real question, did he answer any of them directly and what happens next with the company? join me "after the bell," when medical police is a joins me this afternoon. the alphabet google earnings "after the bell." we'll be back here with cavuto coast to coast. my insurance rates are probably gonna double.

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get to boeing. ceo dennis muilenburg facing shareholders. more importantly, facing reporters. jeff flock covering it all for us and joins us with the latest. we watched news conference. we carried it live on fox business. first of all he didn't take a ton of questions, but ones he did i don't know there were enough direct answers but go through it for us. reporter: a lot of tough questions both from shareholders and reporters at the field museum, the shareholder meeting here. first time he faced reporters head on. tough questions, will you resign? he says he has no plans. another tough question, simply put, you're fixing this system on these aircraft. if it wasn't broke, why are you fixing it? to me the headline was perhaps the strongest language yet. dennis muilenburg saying or suggesting at least the cause of

these crashes was not so much system design as it was pilot error. at least that's my read. listen for yourself. >> through that checklist, it calls out actions that would be taken around power management and pitch management of the airplane. it also refers to the cut out switches, after an activation that was not pilot induced you would hit the can cutoff switches. in some cases those procedures were not completely followed. reporter: as to the meeting, shareholder proposals that would have separated the ceo and chairman job, mr. muilenburg has both of them currently, that was defeated. also a proposal to disclose lobbying in washington. some have suggested perhaps the lobbying has helped along with the faa to certify the aircraft sooner than it should have been. lastly a shareholder proposal to exclude impact of share buybacks on executive compensation. company spent nine billion

dollars last year on share buybacks. outside of the meeting, small group of protesters. these are folks, some of them family members of those who lost their lives in the air crashes. they were there to say here are the pictures and names of the people that lost those lives. in addition, across town, a law firm announcing that it was filing suit against both boeing, the maker of the censor implicated in these crashes as well as the faa i quote from the lawsuit now saying, blinded by its greed, boeing haphazardly rushed the 737 max 8 to market and regulators that enabled it must be held accountable for their reckless actions. as you pointed out perhaps more questions, connell than answers today in chicago. the investigation goes on. connell: jeff, i would agree with your read 100%. it wasn't direct, right? he didn't say throw things right

back at the pilots but that was the feeling you go every question seemed to mention that. reporter: yeah, a chain, he said chain of events. these crashes are a chain of events perhaps laying off some of the blame there on a sensor or on a pilot. i suppose all comes down to it goes to percentages. connell: we'll talk about boeing little later on in the show. thank you, jeff flock. disney meantime hitting an all-time high today. everyone is talking about "avengers: endgame," ticket sales through the roof. the stock off the highs but the film smashing records, 1.2 billion worldwide for avengers. let's get to entertainment journalist kim serafin. could disney use the "avengers" momentum to boost the streaming service. how so, kim? >> this was great weekend for

"the avengers," 1.2 billion. beating the record that "avengers: infinity war" set a year ago. so many biggest opening day, biggest saturday, biggest sunday, biggest international opening, in 43 territories around the world biggest opening. the list goes on. i don't know how much time we have but some records. it is pretty incredible. this could have affect on disney plus the streaming service. this is culmination of 22 films in the marvel universe, took 10 years to get here, 20 billion over 10 years that is another huge figure to have out there, you do have the disney streaming service, disney plus. there are going to be some marvel shows on that. i think interests that people have now in avengers is driven by that. it will be interesting to see. i don't want to give away any spoilers. interesting see how the affects of "avengers: endgame" affect these shows coming on to the

disney plus service. so that will be interesting to see. yeah, there is a lot of good news for disney for sure. connell: huge. comes on the heels of closing of the fox acquisition, bringing assets in. how set up is disney going forward from here? for years and years we heard the end of the blockbuster? this type of film will go away. whether disney streaming service or netflix, whatever it might be, does this say that the theaters are still big time in the game or? >> yeah, exactly. you hear all the time the film going experience is over. people want to sit at home and watch netflix and stream. they don't. when there is a great film to see, a great movie, something drives to the theater, they will go to the theater, clearly we saw that this weekend. this is a build-up. 22 films it took to get here but ended "avengers: infinity war" on a cliffhanger. half the cast was killed off.

people wanted to see who survived, who would be coming back. there was so much secrecy around "avengers: endgame." no one knew what would happen. people wanted to see how the saga of 22 films ended. you're right, the disney fox merger, that could play a role with the disney streaming service shows coming out. "x-men," for example, which was not a part of marvel universe with disney, but now fox is part of disney now, maybe you see the "x-men" show up in some of these marvel shows on disney plus. connell: disney plus could eventually get into the game, do it that way. netflix, decent amount of publicity, reading publicity about the scorsese movie coming out. do theaters work with netflix, it gets seen in theaters, to your earlier point, for years and years if the big movies come out first on streaming service

they want to sit home and watch them. depends on the movie i guess? >> i think it does. there is something about the communal experience, going to a theater, seeing it around people, hearing people laugh around you. hearing people cry around you. there is something going to the theater seeing it on a big screen. maybe you do repeat viewings. there is something about the day and date strategy. they have been talking about this for a while. there is not as much momentum to get that done with huge openings. 2018 was a record-breaking year at the box office. 2019 didn't start out so well but you had "captain marvel" and "shazam" and "lion king," frozen 2, the culmination of the "star wars" trilogy coming up at the end of the year. people want to see that because you have the communal experience. connell: in the theater, i saw "the avengers," three in 10 people are upset go to theater

one, go see it again in the theater which is crazy. >> especially with this one, tie up looseneds and see all the call backs. connell: kim, thank you so much. spotify hitting 100 million paid subscribers. that is a big number. jackie deangelis with more on that. she at the new york you can seey stock is up. 100 million paid users that is key number. this is the paid subscription service. compare that to apple music, 50 million. twice as much for spotify. the results this morning were mixed. revenues were higher than expected but the loss was larger than expected. so investors are weighing all of these factors out when it comes

to how spotify is trading now. i also want to mention the number, 100 million active users, it grew 32% year on year. that is really nice growth number, growth metric for the company as well. it was helped by podcast acquisition. spotify trying to increase the content, make its platform more attractive to users. overall 217 monthly active users in march. 217 million. just about double. the company is confident about its growing prospects. back to you. connell: jackie, thank you for that. meantime president trump pushing to change immigration laws and that could have an impact on a certain trade deal. we'll get into that after a quick break on "cavuto: coast to coast".

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over the weekend. we have walid phares, former trump advisor. how do you prevent these kind of things. time after time we have to come back, sometimes after a weekend or just after a day where it is in the news talk about another one of these attacks. this most recent one in the san diego area. are we making any progress in terms how we prevent whatever it is going on here? >> in the general picture, yes, we are making progress. we are determining that there are many elements to be monitored. we are monitoring those but this cannot stop it. this cannot prevent 100% in the war against terrorism and this is terrorism. terrorism or extremism, violent extremism, you cannot be 100% sure you can prevent each one of them. what is important to understand what is happening. who are these people, what are they at this point in time doing more and more of these attacks. connell: talk about that a little bit. there are multiple theories as i kind of alluded to on purpose, what's going on here? some would argue the problem is

what white supremacists. that is problem around the world not being dealt with aggressively enough. the others argue people against one religion. some say against multiple religions. still others make the argument it is none of those things, it is something completely difficult. is it one thing or is it multiple factors that we should be looking at here? what's your take. >> academically, statistically we can struggle with the information all day long. the escalation of attacks against religious sites. that will not lead us to actual policy conclusions. what we see clearly because of the data we have are three targeted groups. jewish centers, institutions are targeted by anti-semitic forces. there is strategy to counter. muslim mosques or religious centers are attacked by violent islamaphobes, they have their own reasons. the bigger picture, christian

around the world are targeted by jihadists that is very large-scale also to do with geopolitics. connell: so it is multipronged in other words? not just one strategy we should be looking at from the government's point of view i guess i'm asking? >> from the government point of view, it is law enforcement, counterintelligence, counterterrorism applies to all three in this case. with remember speck of the war of ideas the way with you counter isis or anti-semite or a islamophobia. government needs to work with moderate forces in each one of the communities, determine what is the best strategy to work against all three threats. connell: walid, good to see you. terrible situation to talk about again. we move on from here. update came in on this measles outbreak or crisis. cdc saying, 704 cases now confirmed so far this year.

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connell: president trump calling for changes to immigration laws with a wide-ranging interview with maria bartiromo on that topic. let's get to blake burman with more. reporter: comments from president trump speaking with maria once again raised serious questions about the future of the usmca trade deal that is currently a hot topic here in washington. the president once again insisting at the end of the day the trade deal might have to take a back seat to security. >> i'm going to close the border if you don't start shaping up. but mexico is doing a terrible job. >> i mean you can't close the border right before usmca gets ratified, right?

>> i will do anything i have to, this is more important to me than the usmca. reporter: both houses have to ratify the usmca trade deal to go into effect. some republicans say if the u.s. steel and aluminum tariffs do not come off that are currently in place, the trade deal would be toast. those comments from chuck grassley from iowa, he wrote an op-ed, the levees speaking of aluminum and steel tariffs a tax on american. they jeopardize the possibilities of passage in the mexican congress, canadian parliament and u.s. congress. he argues that if the these tariffs are not lifted the usmca is dead. we asked sarah sanders if they had any concerns? >> not at this time. we're pushing through for a vote. it would be absurd for congress not to push forward and pass this deal that really benefits american workers and certainly

is much better than the deal we've had through nafta over the last several years. reporter: connell we also heard from larry kudlow on the north lawn a little while ago. he said of the issues going forward with the usmca, they are quote-unquote, workable but in true kudlow fashion he also said he is optimistic. connell: always optimistic. thanks, blake burman at the white house for us. in addition to all of that, acting homeland security secretary kevin mcaleenan responding to criticism with the family separation policy. here is what he said. >> law against parents who violated our border laws brought children with them was effective but it didn't work we sense we lost the public trust in implementation of that initiative. i agree with the president's decision to stop it. connell: this comes as i.c.e. is announcing a new probe into migrants creating what are described as fake families at the border. former i.c.e. acting director under president trump joins us now, tom homan.

let me start, tom with that, idea of fraudulent or fake families being put together, what can you tell us how that has worked? >> i can tell you the cases of fraudulent family units are up almost 3,000% last couple years. the cartels are, are renting children. if you're a single adult, you want to come to the country illegally and not be detained the wordis out by the cartels. you won't be detained. released into the public. send the child back and child is rented to another single adult. it is happening over and over again. children are being put at risk and trafficked. that one story i would think in itself force congress who say they care about the vulnerable people you would think that one story itself would make them act and they're sitting on the sidelines watching this. connell: what is the best way, i know they're devoting more resources cutting back, cracking down on the fraudulent family

issue. what is the best way to go about that in a fashion that doesn't expose you to similar criticism to kevin mcaleenan's point that came up with the family separation policy, may have agreed with the policy as he admitted in the "60 minutes" interview lost the public on it? i suppose it is tough dealing with children in any way. >> first of all it was not a family separation policy. it is zero tolerance policy. that was poor messaging by the department when attorney general sessions came out with zero tolerance, it was poor messaging. all the ngos on the left side media had all the talking points where dhs wasn't say anything. it did work. first three weeks of zero tolerance, numbers on border went down 20%. we had not told the story. the parents are choosing to enter the country illegally violating law. choosing to bring their child with them knowing they will be separated this is on the parents. if you and i were arrested for misdemeanor dui, we had a child

with us, you got arrested, your child is separated, you will go to jail. same thing happened there. couple things we're not doing that we need to do. first of all, i.c.e., need to get a nationwide operation right now look for over 100,000 family units and single adults ordered removed. they had their due process at taxpayer expense. federal judge ordered them removed and they didn't leave. we need to find them and remove them. number one there has to be integrity in the system. can't demand due process and don't like the decisions. i did this 3 1/2 years ago at i.c.e. we did the operation and sent plane loads of people back home. the numbers of border dropped dramatically within a week. but they're not doing it. we need to show -- one more thing, immigration court. 800,000 backlog. sit there, every judge on the border, last in, first out all the cases coming out immediate hearings.

don't put them in the back of the line. forget about the 800,000. connell: i know we talked about it before. we kind of knew it in theory but to watch how the "60 minutes" piece, that is one of the things, main thing that stood out to me, you see the people coming in, they get on bus afterwards, then the comment is made from mcaleenan, you're not getting a hearing for years, five plus years, even more than that? that is unbelievable. >> and sir, we control that. forget about backlog. let them sit there. have every judge on the border, have hearings immediately for these people coming across now. because you can turn them around couple weeks, send them south. we have to secure the border. i have never seen anything like this in my 34 years. this is unprecedented. we have to change the rules. legally but we got to change the rules within ourselves. last in, first out. that is what they should be concentrating on. connell: good to see you, tom homan with his analysis there. congress is back as you probably know. there is a push for more

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connell: this is moments ago, lawyer, michael avenatti arriving in court. this time he is arriving as a

defendant. fox news's jonathan hunt joins us with the latest on this case. jonathan. reporter: connell, good morning. at 5:00 a.m. hours before the court proceedings got underway, michael avenatti is tweeting his anger the way the case is being handled. referencing right to presumption of innocence and right to a jury trial saying i'm quote, entitled to both. i expect both. i demand both. we don't convict someone in america based on a one-sided argument and a press conference, even if he is one of the biggest enemies of the president and his son a reference to the president, a clear indication that avenatti believes he is pursued in the courts because of his frequent public clashes with president trump and prior representation of porn star storm any daniels who claimed she had an affair with the president. these charges are focused on avenatti's work with other clients, cases he won millions of dollars on their behalf,

according to prosecutors, pocketed much of the money for himself. sometimes giving clients small advances to put off suspicions that he was stealing from them. he faces 36 charges in all, including wire and bank fraud. if found guilty could go to prison for rest of his life. avenatti faces separate charges in new york where he alleged to have demanded millions of dollars to stay quiet about claims nike was paying high school athletes. as you will remember, connell, avenatti once considered challenging president trump in 2020 if he is found guilty on any of these charges, he is likely to be otherwise occupied next year. of course he said he is not guilty on all charges. connell? connell: cross out 24 and 28 all the rest of them if it goes that far. boy, what a mess. jonathan hunt. congress is back at it today, back in session. the democrats are calling for substantial revenues for infrastructure ahead of a meeting with president trump has set up with chuck and nancy as

he calls them, nancy pelosi and chuck schumer tomorrow. substantial money for infrastructure. we'll see if that happens. the push is it on for more investigations. both sides talking about it. republican lawmakers are expected to step up efforts into investigating the alleged spying on the 2016 trump campaign. the former u.s. attorney for the southern district of florida, guy lewis, joins us now on these investigations. we're so used to talking about what the democrats want to do, jerry nadler and company but i guess the republican was like to have investigations of their own? we heard bill barr reference this. is it good idea and will they get anywhere? >> i do think we need to get to the bottom of how some of these original cases started in terms of the allegations, some of the baseless allegations, some of what the republicans would call baseless investigations. i have no problem with getting to the bottom of that, see if there was anything nefarious

going on then pursuing the right result. connell: from what you've seen and heard, we heard a million interviews about this and read the mueller report by the way as well, where do you think the investigation began? my reading of the mueller report, it was papdopoulus meetings in the summer that really caught the eye of the fbi as opposed to the steele dossier which the republicans bring up over and over, that came after. is that how you read it or a different take? >> no, connell, think you're spot on. i think there was actually a couple of things, maybe unrelated that were going on at the same time in terms of some dirty party politics, including some reaching out by the russians and whether it was coordinated or not, i don't think it was probably, given my read of the mueller report. it did come together to create what we now know was two years

of investigations that has led to zero, zero evidence of russian collusion. connell: right. so that is what the mueller report found. forget whatever you want to say about obstruction which is a different conversation and mueller report didn't reach a conclusion there necessarily, i guess passed on but on the conspiracy front, the legal term, rather than collusion, there wasn't anything there. i wonder whether it is time to let the whole thing go on both sides? is that what the american people are calling for or would like to see the investigations we're alluding to from republicans? boy, oh, boy, at least me talking to my circle of friends, some of the people i run no every day, everybody had enough of it. we had it up to here, would like to see this thing go away in the night and let's move on to more important business. connell: that is always the way. doesn't seem like the way washington wants to go. i don't think that will happen like normal people talk. guy, good to see you.

guy lewis. get to elon musk, reaching a deal with the sec on his tweeting but his troubles may not be over. charlie gasparino has been covering this like none other. charlie is out west, appearing from the state of california out at the milken conference with more. hey, charlie. >> there is a lot of teslas out here, connell, a lot of bankers out here, believe it or not they are talking about tesla and whether tesla needs financing for the future given its soured finances here is where i'm getting, these are bankers plugged in with both morgan stanley and goldman sachs who are the traditional bankers for tesla, what they're telling me is this, they're very concerned over tesla's souring finances both the banking community and banks are and growing competition. they're getting competition from regular car companies in the electric vehicle space. put that together, the fact that you have soured financing, maybe a need for cash on tesla, bankers are saying number one

they have to do a deal. number two, they will have to pay up to do the deal if they can get it through. this is very interesting, connell. this is a company that is in deep trouble right now. when you have bankers questioning this, whether you can raise money, how much you can race, how much you have to pay up, this is not a place you want to be. if you're elon musk. the two main bankers of tesla always been morgan stanley and goldman sachs. we have calls out to both of them. goldman sachs ceo david salomon is walking around here at the milkin conference. i may grab him and ask him about this. this is fascinating situation. it is an inflection point for tesla right now whether they can raise money and increasing skepticism among bankers, including bankers that generally serve them, goldman sachs, morgan stanley whether they can raise it and how much at the tesla would have to would have

to pay up given the fact there are risks associated with this there are financial regulations. goldman saks went through the scandal underwrote a bond company of an entity, a malaysian sovereign wealth fund that was a scam. i'm not saying tesla is a scam but there are risks involved. the market is moving on this report, because i'll tell you this, is pretty, this is pretty sound information. bankers are worried about a finance ago, worried about how much they could raise. worried how much tesla would have to pay up to get it through the underwriting pipeline. we should point out that tesla, morgan stanley, goldman sachs, had no immediate comment. we should point out elon musk and the company itself is putting out mixed signals whether it will in fact raise money through debt or equity financing. i have reported that bankers approached them. they have been lukewarm about it. musk during a recent conference call essentially said maybe, maybe now is the time. if he does it, it will be an

interesting market because i can tell you bank remembers worried about this company. connell, back to you. >> what is interesting, charlie, the stock, it's still up, up 2 1/2%. >> up but off -- >> it is coming back off intraday. it is off, he cut as deal at sec where lawyers can check his tweets. maybe that is behind him. this is much bigger deal. by no stretch is it behind him. >> there is question whether tesla can raise money. what is the price target? are people going to take the risk? if that is the question, and it clearly is, and market is clearly moving on the stover, and you have to pay up and disclose more. these are all existential facts and issues for the stock. listen, there is a whole community on twitter called tesla q they think it is going out of business. i'm not saying i ascribe to that but i know very sober-minded

investors are crunching the numbers, on this, do something called a quick ratio, you can see it may not add up a lot of numbers here and we're hitting that inflection point with the company is what i am told. connell: literally less than a minute, then we got to go for the top of the hour. >> yeah. connell: milkin, who is always an interesting conference. every year -- >> the best conference. connell: what is the buzz out there this year in short? >> you know, good economy. connell: yeah. >> there is some underlying worry that bernie sanders might become president. connell: really? >> i hear that think about what will happen if bernie sanders becomes president. people talk about donald trump being the black swan of the market. i heard that a lot, tank the markets, would destroy the global financial system because of trade. think about this, if bernie sanders an avowed socialist took over what would that do to the markets? people are starting to talk about that here. connell: that is very

interesting. >> that is the black swan. connell: that is some sort of swan. thank you, charlie. got to run. we'll be back on the boeing story and much more breaking right after this. "cavuto: coast to coast".

connell: welcome back to "cavuto: coast to coast" this is our number two.

a busy week overall we have talked about earnings the busiest week of them all. and we also had all of the politics there is a new debate over the health of the economy and what it means for 2020. to that end the former vice president joe biden today talks about rebuilding the middle class in pennsylvania. it is his first campaign event. hillary vann is there. >> joe biden was born in scranton, pennsylvania, and pennsylvania as his first stop for his first official event as an official 2020 candidate. moments ago the former vice president drove right behind me and talked our fox crew. we ask him why pennsylvania and why is he here? it's all about you back the middle class as his message today so he is making a big play for pennsylvania not only because he is from here and was born here but he is also making it clear that his general election strategy would be to win back the state for deck democrats after trump turned it read in 2016. democratic voters outside

lighting up today said that's exactly what they want to hear and why they are supporting him because they think he is the one who can flip the seatback. >> i think that he being from scranton has the best chance of flipping the state, he is probably the best chance we head at been -- beating trump in general. >> i think is more moderate and pull more independent voters. >> america's firefighters union endorsed by it in this morning. he is holding it here. he is holding it here. the plan to bring back the middle class and support unions. the president hits back against biden today. he will always support them even though the membership wants me.

biden pushed back and responded saying i'm sick of this president bad matting unions. they exist for all of us because unions fought for those right. we needs a president who honors them into their work. you know really what needs to be filled in our the details. his plan was actually gonna do to bring back the middle class hopefully we will hear more about that at the event today. connell: if you look at the one numbers pull biden is leading. many democrats remain undecided in 2020. it's very early. the editor in chief joins us. as we talk back with a little bit of time. about the middle class and who is better and unions and all of that. when she spoke with and it's

not scientific but she speaks to a couple of voters there. and they say i like him not because of that. that's what the voters are telling her. where the supporters. >> i think that is a key argument. you don't hear a lot of the other candidates are talking talking about the middle class. he is viewed as more of a centrist. so can he win this. is he peaking too early. >> i think you have a pretty good lunch. he dealt with that touch gate issue. anita hill is a bit of a problem for joe biden but he has done some political moves. barack obama wasn't going to endorse him. >> don't endorse me. that storyline has kind of gone away. you wonder when we get into the debates. when rechecked about medicare for all. is he gonna take some hits. >> he is can be pushed to answer those questions.

sheriff brown who is considering running for president he is a liberal. he said medicare for all can't be done. we can't do everything. in states that matter. pennsylvania is one of them. they had been talking about flipping minnesota. he is in have to argue against the numbers. at present sharpens in a come back and say listen the economy is humming right now. he almost has to go more for the emotion i would think.

it's can be a very tricky argument for democrats. if they continue to be strong going into 2020. what you talk about. then had to decide medicare for all or obama care. or you can give the president support for that. no of course not you want to attack donald trump but you can't attack him on the economy right now. or at least is very difficult. >> it somewhat unrelated but it's all related. he is out there. at this conference. they are all talking amongst themselves. bernie sanders actually looks like he could be the next president in their minds. that is scaring them obviously with that type of crowd. the energy still is on the bernie sanders side of it.

and what happens if the democratic party kinda pushes bernie out again because they are rate of that. that dynamic is still there from last him around. he has a lot of new donors compared 2016. he has what biden doesn't head. bernie sanders should not be underestimated in this race. those are the two top guys. and there is a third we just won't know who it is. >> we do have a new survey showing money managers overall think that they will win reelection. 67 percent. the question is whether or not it holds up until then. the first trust advisors.

brian, i will start with you. you had been the ball when it comes to the economy. it should be a fairly easy argument to make. >> i totally agree. we have a connection in the market and that scared everybody to death. there was can be some kind of recession. people worship so bearish. it looks like it is can be flat but the median company's earnings. and then when you look at the growth that we seen. the lowest 10% of income or we are actually pulling people now out of social security

disability and back into the workforce. the idea that it is shrinking that whole argument is changed. it's now starting to grow. just a fact of the economy do you agree with the assessments from managers that come back and say there to win reelection because of it. there is one issue here. do you agree. >> i don't know how you could be set up any better. there is just no comparison. the last thing we need. just economic cycles alone. indicate at some point there will be rough waters. and look at the biden obama years.

now be the new norm. these money managers. only 40% that he should win. that is actually interesting. the economic downturn would change the game. but by these numbers there should be more of a slight favor. it's very tough to win with that low of an approval rating. if your neck and a half that. when are you. that is a political problem, don't you agree? >> i totally agree. you may not approve of a person and i fully understand

there is a lot of reasons that people do not like the personality of president trump except they knew a lot of this back in 2016 they liked the policies. and to look at what they have done. it's exactly right. when you only grow 2% a year which is what the growth was that's when the middle class gets hurt. it is is not a great place to be. but when you accelerate growth of 3% all the sudden wages start to rise. i thick when they start to look at that result in policies even though they have a low approval rating they have them there. >> i'm just cannot wait for it to lower.

lower the gap. we cannot afford the moves -- the move to the left. it is not a doable plan. you're talking about 60% taxes. it is just neck and be doable we doable and i great as the race goes on people will realize we can't afford these things and we have to stick with the economic president who is set up to win and that is president trump. >> always good to see you as well. we get back to another big economic story that developed over the weekend. crazy numbers for adventures. is there an endgame for the record run we will get into that after the break and remember the catch is after the bow. the alphabet earnings are coming up after the bow. that will be the big story then.

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coverage and control you need. manage your wifi network from anywhere when you download the xfi app today. connell: so does the stock price hit a record earlier. it seems like it was either close or about to break every one of them. robert gray joins us now on where disney and marble go from here.

>> hey, maybe they should call it end zone game they are getting some serious pay dirt over the weekend. there are no secrets ahead but they have to work overtime to keep up with the spoilers. for nearly two dozen films. in the age of social media. not taking kindly to anyone giving away secrets of the storyline which dizzy by the weight banks to keep selling tickets. it was started by the movie. including the nfl running back. they were attacked by angry fans after they told the details while they were standing in line. this first billion dollar a box office blowing away estimates. the top two from the marvel universe. the endgame whopping 122 billion-dollar open. that went did not open in china until two weeks after

the opening weekend the stock as you mentioned touching a fresh record high selling a little bit on the news. keep in mind the bigger picture they paid $4 billion a decade ago and looks like the big by his pain some hefty dividends. the eight film opening weekends. they now have a whopping 20 billion-dollar franchise in without file -- spoiling anything. the movie setting the table for fresh storylines and lots of content films in the upcoming disney plus streaming service. connell: while worded. they will be waiting for you outside the bureau. the guy comes out and tells everybody that would happen. >> apparently that is the case. >> this was interesting

early. the ceo of boeing has been facing shareholders in the public in reporters for the first time since the 737 max crashed. let's take a look at part of what he have to say. >> as in most accidents there are a chain of events that occurred. it's not correct to achieve it to any single item. we know there are some improvements we can make. but the reason this industry is safe is that we never stop on making safety improvements. we never claimed that we've reached the end point. connell: i don't know what you thought. i followed it more closely. i did not think it was the strongest component. the chain of events over and over. kind of like a talking point thing. it is the criticism that you would get. you stuck to the talking points.

what did you make of dennis today did he do enough and if not what does he need to do from here? >> i think he did as best he could. six weeks ago when the aircraft was grounded basically the message to investors was it with a software issue. the idea being it was going to be a quick fix type of thing. the investigation continued as a reports continued and we dug deeper into what was going on we found a way to minute some of the safety components were on every airplane were now optional and certainly that started to unsettle some investors as well. it was not really forthcoming. and the way that they have airlines like southwest operating them. with the dream line plant.

with reports of some shortcuts that were being made. we are seeing a picture painted that there could be a lot of concerns and i think investors are very worried. >> it's not like they didn't take this on directly. it sounded like and maybe that was not the intention. it talks about the issues that could've been there for some of them. and some of that is true. he says he owns it. but then when you talk about the chain of events it's almost like you're deflecting a little bit. >> additionally when the air crash happened it was a newer airline had been around for 18 years. it was a matter of a safety issue with the crew not pilot air versus something off of the aircraft. we've another airplane crash seem tight. and now we had 346

fatalities. all the sudden it's like wait a minute. i really think it would've been much more impressive with boeing have they tried to get ahead of this long before. we were the last country on the planet to ground that airplane. it was embarrassing that the united states which normally leads the pack and safety was actually on the tail end of it. it was really unfortunate. >> is another good point. it brings up the question about who takes more blame here. >> who we put the blame on. is it bowing the company for trying to rush this in play -- airplane into production. i don't think there's any question as to whether that was the case. whether they are basically in charge of the oversight. i think the buck has to stop

with the federal aviation administration for their inability to stay on top of it and boeing having too much control over that certification process fortunately we are can a seat some needed changes where we don't have anything like this occur again. >> in the meantime the south china morning post has a report. the president of china may fly to washington and sign a trade deal and do so as early as june. is that realistic? we will be back. $4.95. delivery drones or the latest phones. $4.95. no matter what you trade, at fidelity it's just $4.95 per online u.s. equity trade. you wouldn't accept an incomplete job from any one else. why accept it from your allergy pills? flonase sensimist relieves all your worst symptoms, including nasal congestion, which most pills don't. and all from a gentle mist you can barely feel. flonase sensimist.

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♪ liberty. liberty. liberty. liberty. ♪ connell: said trade talks are back on with china let's get to edward lawrence who has been covering this for the last 52 years, he joins us now from washington with some new information, we are getting there i guess. >> it seems like it has been a very long time they had been talking about this. donald trumps patients on the deal with china may be wearing out. he said he would know in three weeks if that deadline is coming up with an exclusive interview with steven mnuchin appeared yes or no could be answered next week.

>> we hope within the next two rounds in china and in dc to be at the point where we can either recommend to the president we have a deal or make a recommendation that we don't. >> the next round is next week here in washington dc. mission and late heiser met for the next round of talks in beijing. larry kudlow said the trade delegation is 95% there toward the deal and from the chinese gym point they are talking the right talk. here's a spokesperson today. >> negotiations have made substantial progress both district teams are striving for an agreement in the direction of the important consensus reached by both leaders and based on mutual respect. >> the issue is going to be the follow through. how to enforce the deal with the tariffs remaining the sticking point.

when rolling off tariffs. when they meet a threshold than some of the tariffs are removed. they make protections so to speak. we may know if they can get over that last hurdle in may. >> if they can agree to that that has been issue. thank you edward. connell: when we speak about trade a lot of different cross currents going on not only with china and in japan then there is the u.s. mca. president trump said risking trade deal related to mexico might be worth it if you are you're talking about securing the border. here's how he put it. >> i said i'm in a close the border they don't start shaping up. mexico is doing a terrible job. >> you make your to me as more important. connell: point bridge capital founder joins us now and putting the border before trade.

they say that is dangerous because we have talked about the impact of closing the border if it came to that in the president has been pretty straightforward in this position. that is the issue. what is your take on the two of those things together? >> what is going on in the southern border is a complete travesty. with tens of thousands of little kids being trafficked by gut drug cartel by adults we don't know if their family members or not. just so those adults can get into our country and then disappear. president trump has done a lot of things. no one knows where they go. it is terrible. it's actually tragic. mexico is not doing anything about it. the right to criticize mexico in it. cruising across mexico. something has to be done.

>> if he is right on all of what he mentioned. it's a true crisis. is he right in saying that it's more important than a trade deal. mexico has passed out with that. with a balance of two to some extent. >> what president trump is looking for is a leverage point. it's not a huge number. mexico is 50% of the gdp. it is over the half. only 3% of our economy is tied to them. it would hurt certain parts of the city. it's like you to be good for texas. but it's can be terrible for mexico. are we going to allow mass migration across our country to get to the united states.

it is really important for them. >> one separate issue. they're supposed to be a big meeting tomorrow. when the president says some of chuck schumer and nancy pelosi. the topics will be about infrastructure and spending. there has been reporting that they are going along with the democrats on some of these issues. we just heard from ron blake burman's reporting it would lead you to believe that they are serious about getting something done. given the deficit issues that we head of government money. >> i think both republicans and democrats agree we need new infrastructure. the democrats are going to pay for it by raising taxes.

we do raise taxes in that as can be a non- starter. i think that's can be really difficult. >> i agree 100% they have a story about this over the weekend. if they want to spend a lot of government money on infrastructure, you don't think that's too true? >> i think ultimately it may be added to that deficit because democrats are gonna want to raise taxes. they may just print more money through the infrastructure bill. it is can be difficult. i don't know if we will get an infrastructure bill. i don't think they will do it without raising taxes. they don't want to give president trump a win going into 2020. >> apple on defense after removing screen time monitoring the apps from the iphone.

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connell: apple is defending the crackdown on third-party apps that he has implemented. they have limited the users screen time. >> could this be sabotaged by a monopoly. we know that they got into the tracking the screen time back in september. a lot of app makers that do the exact same thing said that they were pushed out or buried within the apple store. they were unfairly targeted because they were concerned that the business may be hurt. according to the new york times. seventeen of the most popular parental control or screen time control apps 11 were pulled or restricted. that is a very hefty amount there. he have tim cook very recently in a conference taking a statement about the company's priorities.

>> apple's never wanted to maximize user time. we've never been about that. every time you are taking your eyes off your phone. if you're looking at your phone more than some one else's eyes you are doing the wrong thing. >> apple would never do that however many third-party apps are seen otherwise. with a statement from apple just within the past 24 hours. they want parents to manage their kids devices contrary to what they reported over the weekend. this is a matter of competition it is a matter of security. apple is saying that these apps have gained too much information from user devices however just within the past hour or so i reached out and spoke to the makers of our pact. it is a parental control at. that statement is misleading. the reason being is that they went through an approval process they went through 37

approval processes since the beginning of the app and they said that apple knew from day one and they also claimed to me that they promise they never shared or sold any third-party information on these children so they believe this entire situation has been exaggerated and many of these apps have been pushed out. both sides of it from christina. thank you very much. >> more than a dozen parents are being arraigned today. that said the nationwide college admission scandal that we haven't following. we have the new development's there. >> we had 19 not guilty pleas entered in this morning in boston federal court but the defendants weren't there this was just a journey for what is a formality since lori laughlin and the has been have already waived their right to appear.

conspiracy to commit mail and wire fraud, and money laundering. some of those charged negotiated plea deals but these parents did not. the government says that lori laughlin and her husband paid half a million dollars to fake their way into usc. they request the government share evidence before they file any substantive motion to in the case. the judge ordered prosecutors to turn over their materials by the end of may. actress felicity huffman taking a different route. she is pleading guilty to paying $15,000 to improve her daughter's sat scores. she will be back in court in a couple of weeks. connell: brick in the newsroom for us today. congress back and in work today. we will have that when "cavuto: coast to coast" continues. the latest innovation from xfinity

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connell: we have a news alert for you on michael of a 90. he has just entered a not guilty plea he pleads not guilty to the accusations that he stole clients money. the trial date has been sent to the 25th of june.

congress is back at it facing a busy agenda as always. both sides are pushing some new probes in the aftermath of the molar report but do voters on both sides really want to focus on new policy. this is can be the swamp panel. it is always the case i can start bread with you on this. we said we want them to actually do something to focus on the investigation. to focus on the investigation. distract people from getting

things done. >> democrats are continuing this collusion dilution. and while they are stuck on defense here in washington the president should be hitting the road in offense. i think if the president does that he will be very successful. has a very good record to run on. and there is work yet to be done in washington. congress is there and they should be working they are not the president should challenge that. from the democrats point of view. do they highlight this infrastructure issue where things may be could get done or do we see a push to the left on the social issues. the first big policy proposal. the 5 trillion-dollar plan on

climate change or stopping climate change is this the direction you want to go? >> i don't think it is an either or. i think it's important to recognize that democrats had already passed a lot of significant legislation even in the congress just in the last few months. starting with hr one which is the bill for election reform obviously in the wake of 2016 where we have a massive foreign interference. they pass background checks for all gun sales. i think these are all really important pieces of legislation that they are trying to bring to the table but at the same time i think that part of the reason that democrats held a pretty massive advantage in the 2018 congressional election was because we really do want there to be a check on donald trump into the republican congress. they are not necessarily taking them off track.

>> i will start to talk about that a little bit tomorrow. another big check in nancy moment for donald trump, the president and the white house where he meets with democratic leadership but now blake burman is telling us the white house says it will be much bigger than that. there will be other democrats as far as we understand. but this is where it all comes together. it looks like he might be one of the people in the room. that's a guy that wants the president's tax returns. it's whether congress and the white house can walk and chew gum at the same time.

they weren't even able to get this done. there was so acrimony built up. end of the and the president that i don't think it's can it be able to take a moment and say you know all of those investigations and all of the drama of the last two years. let's forget about that. maybe that's what needs to get done right now. and i think that conversation is going to revolve around that. we're gonna see some fantastic things. the senate democrats on the list those are the names that are going to be there. do you expect the same type of thing where they get called in. are they really serious about things getting done on infrastructure. i think the president in the white house we will know

tomorrow. we will know in the aftermath of the meeting. whether or not there to put their political differences aside. governing 101. they have to get through the senate and they have to get to the president. that is the way government works. i think with the transactional president infrastructure is a perfect example. and they should hit the road. >> the irony is the president and chuck and nancy are probably not all that far apart. the president has proved to be so disingenuous on some issues.

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. . connell: move over airbnb. sew says marriott. marriott plans to into home sharing market. veronica daguerre whether or not airbnb should be worried about

this. what do you make of this. reporter: marriott is name brand. they are known for quality over the year. when you have competitor jumping in the space it will give airbnb pause. especially hotel operators, like marriott. that is a fake business. that doesn't matter. we don't care about this. they're saying this is legitimate opportunity. connell: said that publicly, behind the scenes trying to push back against airbnb. fighting back against the whole model. you get into a model. you're in some ways competing against yourself. they must think it is worth it. >> they must think it is worth it. they're competing against themselves. marriott generally licenses out their brand. so individual hotel operators run those hotels. so those hotel operators are probably not so happy right now of the essentially marriott is now competing with them. connell: that's a good point. >> you have to see if this will work. other brands like hyatt have tried t didn't work out so well

for them. it will be interesting to see if this works. connell: what was the problem or could be the problem with marriott? >> there is lot of obstacles in the business. it is not a easy business to get into. first of all regulatory issues. connell: we've seen that with airbnb. >> regulations vary across the world. so upagainst that. people discovering secret cameras within their airbnb. that is not something mayor would the would want to attach to the brand. there is the whole quality issue. you can start out with a rental. may sound freight. down the road, who knows about the wear and tear. if it is not maintained properly that could take away from the marriott brand. connell: you take a hit as a result of that. on personal level, familywise, we use airbnb a lot. like it with traveling. with kids, get more space as opposed to apartment than a hotel room. if you travel for work a lot,

you build up points at a marriott, if hilton, whatever, you can use those points. so i could see why people would generally consumerwise would like this. >> right. connell: use your hotel points. >> for sure. marriott is very smart to say let's use points for this. they will get people to test this out, trial this. who would never potentially consider using an airbnb type situation. this could lead more choice for consumers, potentially lower prices for consumers, which is always a good thing. we'll watch to see how this goes. connell: few more minutes, let's broaden it out before we let you go, get it over to charles. s&p 500 on pace for record close. we had a number of conversations how strong the macro economy is, 3.2% number took a lot of people by surprise. we're into the discussion phase, is all of that sustainable, whether markets or economy. what are people you're talking to talking about. >> this whole idea of a pullback was sort of overblown at least in the united states.

connell: yeah. >> things are a lot stronger than some people initially expected. you understand why people had those fears in the fourth quarter. it was sort of a rough one for investors. things turned around in the market absolutely. economy is looking stronger at least in the united states. once again we have a bifurcated situation. if you look at the economy in germany or italy, it's a totally different story. connell: not drags us down, that is what everybody said, but that is it still a concern. >> that is still a concern. the china deal is the biggest overhang everyone is talking about. i feel we'll talk about this for ages. connell: the thing about the china deal, almost everyone who talks about it, you correct me if i'm wrong, almost everyone assumes a deal will get done. when they have a conversation, matter of time will be june or later. not many people saying what happens if they don't get a deal done? when maria talked to steve mnuchin, he hinted we're at very important point we'll get

something done or we'll walk away. if there is a walk away on the china deal that is a problem no that would be huge. on some level markets priced into fact that a deal will get done. sounds like we're gets closer. how strong will it be in terms of how enforceable is it going to be. when it does happen. people will breathe a sigh of relief. we'll see more of an uptick in the market. that will be a good thing for investors who stayed the course at least for the long haul. connell: so far so good. we have earnings tonight with alphabet. i guess apple tomorrow. earnings have been good. >> yes, overall, yeah. connell: earnings have been very, very good in terms of outlooks too? we'll see what happens tonight. remind you all to join us when melissa joins me at 4:00 p.m. eastern time. we'll be back with "after the bell." today's story is really alphabet or google. trouble calling it alphabet for some reason. alphabet's earnings come out after the bell. full analysis what it might mean for the market. this week i believe all told is

the busiest week earningswise for the s&p 500 companies with the s&p and nasdaq both hovering around record highs. that is the setup. charles payne is here. he will take you through the next hour. hey, charles. >> connell, thank you very much. i'm charles payne this is making money. breaking stocks are higher. s&p 500 and nasdaq hitting all time highs again. let me say this because you don't hear it a lot, all-time highs. economic strength, consumer spending powering the stealth rally. you know what? it could be ready to shift into overdrive. we'll talk about the market melt-up with some experts later on. joe biden in the all important battleground state of pennsylvania. will be the first official campaign stop. first speech in the race next hour. a live preview coming from pittsburgh. boeing ceo facing shareholders first time since the