david gibbs, the ceo of yum!hank you. >> thanks, guys. >>> as we go to break today, time for the bond report we're going to, as we said, get a bunch of speak today, williams, cook, bostic, kashkari, waller later today we've seen a bit of a mixed picture on the curve today you see the two-year down. dow down 50 to start this wednesday. back in a moment (vo) if you've had thyroid eye disease for years and things are a no-go because you keep seeing double, or...your bloodshot eyes have you seeing red, it's not too late for another treatment option for thyroid eye disease, also known as t-e-d. to learn more, visit treatted.com that's treatt-e-d.com. we planned well for retirement, but i wish we had more cash. you think those two have any idea? that they can sell their life insurance policy for cash? so they're basically sitting on a goldmine? i don't think they have a clue. that's crazy! well, not everyone knows coventry's helped thousands of people sell their policies for cash. even term policies. i can't believe th

colorful guy, david gibbs, ceo at yum! brands. expressing optimism for the asian markets.ck to you. shery: a great conversation there. thank you so much, haslinda. if you missed that conversation, tv is your function. there you can dive into securities or bloomberg functions that we talked about. also part of the conversation, sending us instant message for bloomberg subscribers only. check it out at tv . this is bloomberg. ♪ the first time you connected your website and your store was also the first time you realized... we can do anything. cheesecake cookies? [together] the chookie! manage all your sales from one place with a partner that always puts you first. godaddy. tools and support for every small business first. shery: today marks the deadline for major funds to disclose their equity. su keenan has been looking into the findings for clues on trading trends of wall street. it's that time of the year and we know it george soros and his family office have been doing. su: they were buying against the trend as people were dumping tech and crypto related stocks.

guys thank you very much for being with us robert gibbs and david plouffe.> coming up -- >> how many eagles have you watch the season? boston? five >> i thought we were friends. you said my eagles. i'm all really going to call you. are we doing this? >> jalen hurts. his eagles. his eagles plan a didn't work out? get plan b one-step. plan b helps prevent pregnancy before it starts, and it won't impact your ability to get pregnant in the future. find it yourself in the family planning aisle no prescription, no id. i've got this. ♪♪ >> two years, ago democracy faces the greatest and civil war. today, though bruised our democracy remains unbought an unbroken. >> we are back, with a little state of the union address. history lesson. don't, where we are not the ones giving. ali didn't even know the name of the quarterback, the easier eagles. we have none other than michael beschloss the historian. what was your biggest take away from the address? for years we are talking about how worried you were about the climate of the country, where we are headed, the way peop

robert gibbs and david plouffe -- >> how many minutes of the eagles have you watched the season?>> name the quarterback. jalen hurts. he's the eagles. >> our bureaucracy remains unbought and unbroken. [applause] >> we are back with a little state of the union address history lesson. don't worry, we are not the ones giving it. ali didn't even know the name of the quarterback, the easier eagles. we have none other than michael beschloss the historian. what was your biggest take away from the address? for years we are talking about how worried you were about the climate of the country, where we are headed, the way people are feeling. tonight i think you have a different observation. >> i thought was a great beach. don't you think this guy was mr. smoot? he's been a national politics for 50 years. you don't always see the result of that, leisure site tonight. he was elegant, he was civilized, he was conciliatory, he was reasonable, and maybe most of all, he sounded like a centrist, which is exactly where he wants to be, and after this performance tonight, and i don't know if everyone

david, talk to you real soon. bring in now main street asset management ceo erin gibbs.he market has exhibit ad fair amount of resolve, right but february, not january, right? february we're down a little bit. so i'm back to this bloomberg headline it could be any headline, the bottom line the realization the fed will be higher for longer and for the most part when i hear that, people say that, my next question and the market's question so what? the s&p, it's not down right now. it should be down, if the s&p was down 2% right now everyone would say this is why. it is not down 2%. the question is why isn't it reacting the way it should be reacting? >> part of it is higher for longer, gdp, when we break it down there is a lot of holes in it. ultimately the economy is doing. that is good for stocks if the economy is doing well. charles: does it matter why it is doing well? inventory builds, government spending a whole bunch of money created during the pandemic slowly, but surely being used? >> exactly. it is ultimately a good thing. we have higher rates which is really abou