that is not home depot home depot in a normal home depot is a low-to-single digit comp game. in the pandemic, and i know we talked about this, comp sales growth of north of 25% we are seeing the home depot results in a post-pandemic normalization. we are past the period of outside sales growth for home depot driven by the pandemic as far as the numbers telling us broadly, you know, i'll make this comment and i follow a lot of retailers every one of the retailers is talking about input costs. primarily supply chain and shipping costs coming down dramatically home depot, i don't know if they mentioned that, they talked about that on the conference call that is from my vantage point. that is a clear indication that inflation pressure are moderate. that is a positive as far as the macro standpoint we are seeing the indications of moderating inflation we also have to keep in consideration for home depot and others inflation was a positive sales driver as far as the employment goes, i don't necessarily make employment forecasts we see home depot talk about paying employees more. ho

home depot's problem is simple. that will do well over the next 10 years but is temporarily negatively impacted by what the fed is doing with tightening. again, the stock market is designed to move money from inpatient people to patient people. and if you are in this market now and wants to make a lot of money in six months, you are in trouble because this market is designed to punish the bull market came before this. kailey: you mentioned home depot having a fed problem because of tightening showing up in the housing market and less diy spending, but home depot also has a labor problem. what do you make of the $1 billion they say they have to pay to increase wages to get people in the stores to serve customers? >> that is not a labor problem. that is reality. the reality is we are in an inflation cycle. welcome to the 1970's. you had $7 trillion of federal government borrowing monetized and you are leaving the federal reserve to try to solve a problem created by too many people with too much money chasing too few g

prove his case >> when home depot reported the stock was down 16 -- let's see, mike now home depot downs down 5 and now it's down 1.5 i think if you include those as exhibit a and b, it's a moving case and, mike, the prosecution rests. >> there was some indication that the buy side numbers for home depot are more in line with what actually got printed. >> there are two things these analysts need to do, they should have dinner with ted and go to the stores what they'd recognize is that ted decker decided that business, david, is good enough to put one of the biggest dividend increases through which he can't cut, and everything else is kind of okay do i think they're going to cut prices if louisiana pacific has bad numbers, they'll cut prices for number, cut prices for inputs i'd say the stock ruz high for no real reason now the stock has come down. it's interesting >> speaking of earnings, let me get your take on nvidia. >> they report this week. >> they report this week i want to make sure i know when. where are you right now on the expectations there and more broadly speaking, you can'

. >> we are seeing home depot as the poster child, proxy child.et's dive into the home depot story. $1 billion sideline for just wages -- sidelined for just wages. tell us more. is this a one-off? >> i don't think it's going to be a one-off. all of these retailers are responding to a tightening labor environment. home depot said that's going to be an extra $1 billion and costs -- in costs. walmart unveiled a pretty similar move a couple of weeks ago. ubs said that walmart's decision to raise the starting wage to $14 from $12 is also going to be about a billion dollars in extra costs. if we do end up in a recession and unemployment rises, that is different. but for now, the picture for the labor market is pretty tight. >> and for companies who have a pretty generally good handle on navigating consumer trends, to have reports where the outlooks were poorly received, what does that say about the outlook for retail? >> it speaks to the uncertainty. if you look at walmart, there are two big messages -- the fourth quarter results were excellent, very ro

home depot and walmart up 25%. the s&p is up a little less than that the point is, we're spending at a very high level and we're sort of waiting for when it just sort of tips. meanwhile, the pmi comes in better than expected today we see a reacceleration in manufacturing. what are we hoping for the consumer remains in okay shape and, therefore, emboldens the fed to do more or the consumer moderates and we -- >> we the investor is different than what we're hoping for. >> i mean we as the market. >> aren't we watching sort of a fire burn through various income strata for example, we're watching auto delinquencies. people talk about france's stock market at a record high because they're basically based on luxury, which is holding up. >> the index is skewed towards luxury there's wear and tear at the lower end. as sara said before, coming off such a base of strength in terms of consumer balance sheets, the household debt service ratio, all debt service payments relative to disposable income is below -- that burden is b

, and walmart both reporting disappointing numbers home depot missed on revenue guidance and same-store sales, walmart double beat on earnings revenue, however, we also saw boar guidance from walmart and that has both stocks under pressure this morning home depot down almost 4% walmart down better than 3% right now. because of these weaker than expected guidance for the rest of the year, the cfo of home depot, saying that the consumer is challenged and the again is flat for the rest of the year. this week we are awaiting key economic data another window into consumer want january existing home sales s&p global manufacturing services purchasing managers next the fed february minutes are out tomorrow, second read on fourth quarter gdp thursday, fed inflation read out on friday, friday pce coming out all-hands-on-deck all week. >> european markets weaker take a look at eurozone ft 100 down 20 cac quarante down 21 dax lower by 51 asia overnight markets mixed hong kong biggest loser hang seng down one and tloo quarters% president biden in poland meeting with president duda two expected to ho

so what exactly have we been hearing from walmart and home depot? home depot of you is to say well, we're, we're looking at is the, in these annual projections is that home depot, wal mart, these retail giants believe that the macro situation here in the united states is going to decline that inflation is going to continue to hit americans wallets, and of course those sales are going to come down. now wal mart earnings did better than expected, but they seem to be still their consumers are getting hit by inflation. we're seeing sales down in, in things like apparel and home goods. but it is a bargain, retail or right americans are buying their groceries at wal mart. now at home depot, we're seeing that a decline and forecast because of a one bill and dollar investment. they claim in wage increases in retaining their staff. so as the reaction been like that where you are well, wall street isn't particularly surprised or frightened by walmart. however, at home depot that $1000000000.00 investment in the workforce side is bringing that stock down. but

a little more mixed for home depot. generally positive for walmart both companies had outlooks for the future quarters and year that came in more tepid and below expectations home depot shares, down 6% right now. walmart, also a dow component, actually up about 1/3 of 1%. general mills, out with a very positive earnings report for quarterly results, and it boosted its forecast so those shares up 5.5% so interest rates are mentioned, as well. multimonth highs for many points of the yield curve t-bills are yielding over 5% five, ten-year note yields, moving toward the highs. and pay attention, kelly, to the big two-year note yield we're seeing it's been moving higher, but still, if you look at these levels right now, 4.71%, kell, we have a $42 billion, two-year option back over to you >> 472 is the highest. do you do chocolate, social media fasting? >> i've been generally positive, so i try to do something positive so i thought i'm going to give someone a compliment every day during lent. >> i try to drive the speed limit

however, at home depot that $1000000000.00 investment in the workforce. that is bringing that stock down. but really, the news to day on wall street is across the indexes of the markets really are scared that the fed is going to continue down it's hawkish path we saw at the beginning of this year. i'm a recovery or calculation that there might be a pivot that the fed will be a cutting rates, but indeed there seems to be a return on that calculation. ok to the auster, the new york stock exchange. thanks a lot for the update. now south africans have suffered years of rolling power cuts, but just recently things have gotten much worse. earlier this month, the country's government declared a state of disaster with energy utility ascom in deep crisis left quite literally in the dark. many south africans are now wondering when their electricity struggle will end forced to so by candlelight fraser. caswell, a seamstress and cape towns, mitchell's plane township has had to give up a lot of her clients due to rolling power outages that have become a part of life a

i thought it was pretty good home depot different story. >> walmart traded great.specially, obviously, versus home depot closing at the lows it's interesting if you look at the day chart of walmart, gaap down a couple percentage, trading worse in the premarket and got a ramp and flatlined look at that that is pretty impressive that shows that there was some real buyers there and they are making the decision to pay almost 23 times low-single digit earnings in sales growth that was kind of guided down towards that range versus a home depot that's getting creamed on 30% from the 2021 all-time highs trading at a market multiple which is interesting. the consumer, it's interesting inflation. we talk about this all the time here wage gains are moderating here, right, and it's interesting. while inflation has come in and a lot of the precious that affect consumers, they are starting to tick back up a little bit, right. so the savings rates going down, this could be the trickiest spot for the u.s. consumer when financial conditions now are getting much tighter especially w

your thoughts on what the home depot quarter tellses us. >> home depot is almost a perfect bpe car carct barometer for what is happening in the marketplace. jerome powell told us we're going to raise rates and lower inflation which means slow economic growth and demand he destruction and you have a massive retailer tied to the home building industry that's slowing growth and offering muted guidance. there should be no surprise to investors. there's never been -- rarely been such clarity from this fed chairman about his intent and the results are clear in the numbers. maria: yeah. it's clear in the numbers but i'm wondering how bad this gets. and where we are going to see this spread toward within the economy. mark, do you think that the housing market right now is in recession? >> well, it is and it's going to flatten out and decline even more. we have the cost of capital has doubled or even tripled off the mortgage lows, move-up buyers are going to be s sty felled by that especially against the backdrop of layoffs and a weakening labor market. you have a altogether of people with mort

home depot shares lower.those shares are also lower parsing through the numbers to understand why the year-over-year comparative sales without gas rose much more than expected. will this also be margin pressure. cpi year-over-year you saw that hotter than expected. how much more of the consumers willing to absorb in terms of the costs that these companies are incurring. today we have president biden who will be meeting with the polish president, he will be speaking at 11:30 a.m.. what does he say in terms of the scope to ukraine and also curious whether he talks about china and china's role. we heard that. that's what stood out to me this weekend, this idea the u.s. suspects china of thinking seriously about providing aid to russia. following up with europe we saw better-than-expected services pmi, out of europe. what do we get from the u.s.. the global manufacturing services pmi for february coming out after we saw the biggest rising euro area activity in nine months. >> the focus on europe in a big way the

having said, that home depot underperformed and the contractor is a big part of revenues for home depotave a backlog of business that's going to push that forward, so i think home depot is going to be catching up and maybe outperforming lowe's, but walmart is cloudy, and the consumer probably strapped and still looking for bargains. >> credit saying they expect walmart to miss, the reason is because they think there's going to be markdowns on inventory, and operating will continue to be pressured this quarter. >> big weeks coming up by the way, those are interesting terms. i kind of get them it's like that line below the hard deck in "top gun" any way, let's get back to where we should be here. the story for walmart is you've got groceries. they have been a major beneficiary. i think walmart remains defensive because they've got some flows from digital add, from walmart plus. a little bit of the best of both worlds we talked about higher inflation, food costs. i'm long walmart, and it's outperformed target by 25% over the last year. but this is the one place where i think you're very we

dow component home depot taking a hit. you can see there -- well, it was taking a hit you can see on better than expected profits on slightly weaker than expected revenues but it's the full-year sales and profit forecast for home depot that were viewed as disappointing. now you've got fellow dow component walmart which is also now moving higher by nearly a percent. america's biggest traditional retailer and private employer posting better than expected profits and revenues but it also gave a weaker than expected outlook for the full year. nonetheless, those shares higher couple other ones to watch, shares of dillard's taking a hit despite an earnings beat but what's being perceived as a weaker result from the holiday shopping season which showed flat sales growth at established store locations. so those shares off 15%. but then check out one more. this is shares of molson coors the beer and liquor maker is up on a tough market day after profits topped estimates helped along by its ability to raise prices to help make up fo

are. >> here i am at home depot.ime this month. no hubs in sight. >> laura: okay, that is funny. >> laura i think the hardware they're seeking is not in aisle 3. you know, this is an in-store pick up i don't think they're going to find. look if you really want to find a guy don't go to home depot we go in and out to get our thing and get out of there. if you want to find a guy go to the golf course or the rifle range that is where guys hang out not home depot. >> laura: let me ask you, when is the last time you went into home depot for anything. >> light bulbs when i was sent by rebecca to get light bulbs that was it. that was the only reason i would go. and it's in and out you don't spend time there. >> laura: like you're going in there to get roofing material. get the light bulb at the drugstore, home depot. >> these ladies are looking for extended day laborers i think, you know, that's not what hell' find at home depot. >> laura: raymond i think it's actually a good idea, okay? you're giving me all sorts of good i

street, home depot moving towards hourly workers, investing in those.ing it will be investing $1 billion not just with new, but those with the company. good news for workers, guys if you're a fed hearing this, yet another employer saying they have to hike wages, home depot is saying this is about retention, about keeping workers. it's a sign of the labor market. unemployment dipped to a 50-year low, 3.4%. that's what you're seeing. companies are trying to hold on to workers and incentivize workers with higher wages. and the issue is if home depot likes it that passes often to consumers in terms of inflation and it becomes a vicious cycle. it's just one of those periods good news is good news for some, and mixed for others. >> rahel solomon, thank you. >>> a new study just released saying living with chronic pain, arthritis, cancer, back pain, could raise your risk of cognitive decline and dementia. >> cnn's senior medical correspondent elizabeth cohen joins us now. elizabeth, walk us through these disturbing findings. >> you know, it was such an interes

we have home depot later today and tjx and e-bay.e one theme or one met icmetric we should look for in how the companies really look? >> we have been receiving a lot of negative guidance retailers are warning us not to expect much for the first quarter. for every positive guidance we receive, we receive seven negative this is around the inflation picture. this is the word we are hearing overall in the retail earnings calls. to date, 103 retailers reported earnings and 75 reporting inflation worries in the earnings call. we are keeping a close eye on inventory levels and gross margins because promotions were high in the month of january that is what actually boosted january retail sales last week when the government reported those numare thing s we will se they move promotions >> you gave us great stats about discounting actually acce accelerating after the holiday season into january. give us a sense, is that in response to inflation or retailers with too much inventory? why? >> the discounts is luring shoppers in. we talked about th

this is a large parking lot, a tram depot. mariupol would resemble a real open-air museum.here we see cars produced in the soviet era, for example, such trams are still running through the streets of st. petersburg, and this one was produced already in the 21st century, an absolutely modern model, but the most interesting specimen is standing here, this tram was released in pre-war times and note it can still function as a snowplow. the lack of public transport in the city is obvious. the feeling every day at the stops is becoming more crowded people stay in the city come back very, very much compared to how it was even to take my month of june people. it was here. well, quite a bit, that's why they launch beds in order to unload the traffic of the passenger on the bus. meanwhile , the sappers continue their work. inspection of the rails is not an easy task; consists in the fact that solid metal on the tram tracks and with the first one. we have to work only visually using the probe of minsk. by the way, military engineers are useless here. they have already checked almost

how about home depot?surprising, because we're looking at the first sales miss for this company in two and a half years. inflation, higher mortgage rates, they say, pushing consumers away from upgrading with their homes with that slowing real estate market and they're also blaming the drop in lumber prices which you know surged during 2021. you're an expert because you have a lumber, a tree arm. -- farm. stuart: i have a tree farm, i do. and it has come down. susan: a lot. remember it went up four times, 400% almost in 2021, and now we're back way below that. and so they're saying that this is going to cost them about a percentage in sales. that's a lot, actually, in wall street terms. but they are giving a billion dollars away to give workers a raise. i don't have any specifics on how big that raise is, but we know that the starting salary is at least clash 15 an hour. stuart: interesting. now, i read morgan stanley's stuff. susan: oh, you do? stuart: yeah, on occasion when you send it to me. they've just

this is an oil depot of workers, unlike the plant where we were a little from here from the territory of the base , the entrance to the gas station. girls , we are here for you. and so you can here by covering your face. tell us what you did here selling gasoline. i do not understand in what sense they come to you and refuel these cars. yes it is right to give to the point. as it turned out, he was responsible for the shipment. that's what it was. your job. here, the reception of fuel, the supply of fuel to the gas station, and so there are many fuel trucks per day, 2-3 they arrive and you overflow the fuel trucks with fuel in a barrel, that's right, the so-called boots and refuels the car. you are getting? so a fuel truck pulled up to this place, right? here we ground or plant. yes, it was not, so approximately how much gasoline is placed in such a barrel? 45, in my opinion, 45 cubes fill the hose. we fail to understand where specifically, this sleeve area goes in an open field, you can meet a lone gasoline pistol. this is how they work here. there are no people, filled the gas stati

home depot a wait. they did their first revenue miss since november of 2019., what's your read here post earnings? >> the comps are going to be challenging and we knew that they're probably going to be challenging the first half of the year if you look at the third quarter and go back, what really boosted the stock they had a decline in transactions the same way they did this quarter the average cost was higher. the same thing with this quarter but those prices are moderating. if you look at what management said, they talk about lumber, the overall basket is declining from a transaction cost perspective. with the numbers of transactions moderating we can expect to see more of that the challenge is do you want to be in a home improvement spot exposed to this. i think one of the things i look at from this particular quarter is certainly diy would have been on the back burner for anybody looking to spend for the holidays i continue to think that with mortgage rates, and i agree with joe we're in a longer rate environment, still a catalyst for people to come in an

the employees of the oil depot itself unexpectedly turned out to be talkative, for example, vasily is the senior operator, as it turned out, he is responsible for the shipment of oil products to the boots mobile gas station. your job consisted of receiving fuel, supplying fuel to the gas station, and so, how much was the fuel truck per day? so, a fuel truck drove up to this place. yes? plant approximately how much gasoline is placed in such a barrel? 45 45 cube while we were happy to look at a free gas station, a van drove up to the oil depot, the tanker and its drivers, immediately realized that the man might have gotten into an unpleasant story, tried to justify himself, saying that he rented a car to drive mushrooms on it. then he left and never showed up again. and we carefully looked at the abandoned van. if open. look, inside we see a container already prepared in order to pour fuel here. it is in such pieces of iron that fuel is transported throughout the novosibirsk region. as we see the scale. there are serious 10 phones here, that is, the business is on stream. no one is hid

home depot ended down 20 points. walmart ended up trading higher, believe it or not, came all the way back here's what i want to know we can ask bullard what happened with home depot. you've got the down down -- they don't like it when the dow goes up because of the wealth effect. so that's playing in your hands, and it was the first time in over a decade that home depot is projecting, you know, this kind of same-store sales performance, which is not good. see, there's walmart, which almost closed up so the consumer is being af affected at this point the market was affected. >> that's why the good news, bad news, bad news, bad news, good news. >> can they feel a little bit better have you seen rents? >> the best story in the newspaper -- >> is the golf story >> no, no. the george santos chatbot story. >> did you see how he took down that balloon one shot he's amazing >> he is amazing should we do the markets again we sort of did the markets. >> we can look at them today there is green, but as we mentioned yesterday.

this is a large parking lot, a tram depot. mariupol would resemble a real open-air museum.we see cars produced in the soviet era, for example, these trams are still running through the streets of st . wartime and note he still can act as a snow plow. the lack of public transport in the city is obvious. without exaggeration, every day at stops it becomes more and more crowded people stay in the city and return very, very much, but in comparison, how it was even to take my month of june people. it was here. well, quite a bit, that's why they launch a tram to unload the traffic of the passenger on the bus. meanwhile, the sappers continue their work. inspecting the rails is not an easy task, the peculiarity of the work is that solid metal on the tram tracks and first we have to work only visually using the probe. it can be said that military engineers are useless here, they have already checked almost the entire city to the roads and places where the utmost attention is especially crowded. aleksey baranov andrey yurchuk khalit tankiev vesti, donetsk people's republic, mariupol

advancing to the next point in the village of leninskoye, where we have already been here, an oil depot, where, according to the operatives, they bring burnt fuel, including strong ones, so the special forces officers took it with them. the second object is the first special operation officers crowned on the object. here they are now taking the second tank farm by storm. employees hit to the object. inside the fenced area there are more than a dozen giant tanks on the ground, in some places there are black oily streaks around pipes and hoses, you can see life is in full swing here. this is an oil depot of workers, unlike the plant where we were a little bit from here, from the territory of the base , the entrance to the gas station. girls, we will not be filming you. fine. and so you can here by covering your face. tell us what you were doing here selling gasoline. clearly a lot. gasoline sold. in what sense do they come to you and you refuel these cars? yes correctly give to the point sell. the operator , as it turned out, is responsible for the shipment. that's what it was. your job.

in total, 20 electric depots operate on the moscow subway.being reconstructed. south will unload the neighboring already operating brateevo, which has recently been repaired and has become the most modern wagon repair complex, and so, as it is called along the chain, so that there is an opportunity to perform work. not just good. but somehow the tasks of modern medical construction require it very well, brateev is building the country's largest complex for the operation of the repair of cars, the first metro complex. first turn, we finished in the thirteenth year and we are finishing the second phase this year. all major work must be completed. as a last resort, next year the complex should start functioning completely separate, which is important for the zamoskvoretskaya line , on which new metro cars will leave and for the large circle line, a building for the repair and placement of cars with a total area of ​​more than 40,000 m², its construction. almost completed in addition to monolithic works and installation of metal structures. the i

you say home depot is a buy on weakness here as well?nd they just raised the dividend 10%. that is slower than the they have the last five years. you're buying the stock $40 less than january 2nd. they're confident to raise the dividend 10%. it is by far one of the best retailers on the planet this is an opportunity. you're collecting 3%. yield. you're parish waiting for them to turn it around. charles: two things, one billion dollars, sort of a bonus for workers underscoring the fact it is hard to get good workers these days, also just the housing market, are you concerned about any of those things at least in the foreseeable future weighing down on this company as bottom line? >> it is funny. this stocks get hammered with housing but often times it's a good time to own it and people stay put, they decide to go back in to do it yourself and the pro-business is pretty strong. note they have pretty strong comps in big appliances. i think you just, you have to be disciplined. you can't expect to say, six month from now. charles: yeah. >> t

this is a large parking lot, a tram depot. mariupol would resemble a real open- air museum.we see cars produced in the soviet era, for example, these trams are still driving through the streets of st. petersburg, and this one was produced already in the 21st century, an absolutely modern model, a copy stands here this tram was produced in pre-war times and please note that it can still perform the functions of a snowplow. the lack of public transport in the city is obvious. the feeling every day at stops is becoming more crowded with people. there are very, very few returns to the city compared to how it was even to take my people in june. it was here. well, quite a bit, that's why i run the beds in order to unload the traffic of the passenger on the bus. meanwhile, the sappers continue their work, inspecting the rails. the matter is not easy, the peculiarity of the work is that solid metal on the tram tracks and with the first one. you have to work only visually using the mine detector probe. military engineers are useless here, they have already checked almost the entire c

the ministry of defense reports now and so a few quotes in the kherson direction, two ammunition depotsthe ukrainian troops were destroyed, another ammunition depot was destroyed in the zaporozhye region and a ukrainian mig-29 was shot down by the russian aerospace forces fighter aircraft in the dpr, as well as an mi-8, i remind you once again this is on a minobo uh on the russian ministry of defense is now exiling the news agency. and new ukrainian attacks on the territory of the dpr, according to the information of the joint control center, about an hour ago, the armed forces opened fire near donetsk and makeevka. well, the day before , 80 attacks were recorded over development events on the spot are being monitored by our special correspondent, stanislavl. for about a day , practically without ceasing, ukrainian artillerymen are beating the donetsk people's republic well, by all possible means, this is the rszo - this is the rszo. hymars, rszo grad rszo. the so-called vampire is the czech analogue of hail 155 mm 152 mm, there are huge destructions in all the cities of poor gorlovka ,

30, in addition, in the vicinity of the city of volchansk, kharkiv region, an artillery ammunition depot of the armed forces of ukraine was destroyed. as a result of strikes by operational-tactical and army aviation, artillery fire and heavy flamethrower systems of a group of troops, the center of the defeated enemy unit in the areas of settlements with nevsky lugansk people 's republic, yampolovka of the donetsk people 's republic, as well as serebrian forestry , up to 120 ukrainian military personnel were destroyed in this direction in a day infantry vehicle four armored fighting vehicles, installation of rso grad and two howitzers dd-20 in the donetsk direction as a result of successful offensive actions. the southern grouping of troops was hit by aviation and artillery fire, over 140 ukrainian military personnel were destroyed per day, two infantry fighting vehicles and six vehicles , m77 self- propelled howitzer, made in the usa, howitzin, b and t-30. as well as a radiation counter-battery counter-battery station manufactured by the united states in the areas of the settlements of b

. >> you sold home depot >> sold home depot >> i don't like that one >> both of you owned home depot. >> the exposure to housing increased. purchased lennar at the time and home depot in home depot somewhere around 296, the momentum was running in place. exited that. still have dr horton looks like the momentum is beginning to wane. >> i know you don't like the hd move he made >> i don't really like it. you did buy home builders and they've been good stocks, right? on home depot, interest rates, we think, are in the process of peaking. renovations continue the consumers, we believe, will not be as weak as people feared. this underperformed after it had the big covid runup, down over 30%. we have liked it and purchased it a couple times. >> i feel we have to put an asterisk by your stock summit picks. microsoft was one of your picks. it's gone and you sold it personally and then pld you've owned that since the inception of the joet. you bailed on that, too. >> bought that stock at -- i think that stock went in, i've owned it personally and upon inception i think the 104 was the entry p

well, there were almost no whole wagons left in the depot. rostislavsky., i found out when trams will be launched in the city. from the plant named after ilyich, for which there were fierce battles in april last year, to the tram depot, just two stops , it was convenient for the employees of the enterprise. but the sapper on the contrary, tons of metal only complicate the search for unexploded shells with a mine detector. they don't work here, sappers do only visual inspection and a metal detector probe. it's useless here. here are solid, rails. metal rings for anything, sappers examine and 25 km of tram tracks throughout the city the ukrainian military did not imitate the rails, but along the roadside they left dozens of 100 mm ammunition from the caches, artillery shells vog25 four ammunition, most likely, a sabotage was also being prepared rpg-18 , which in more than half of the tracks are no longer used in russia, they say, engineers are already safe for tram traffic. but there are not so many trams themselves left , not a single whole car was complete

we'll get home depot, walmart, nvidia, toll brothers as we continue to toss around the idea of the recession versus inflation. let's get to frank holland and "the half. >>> welcome to "the halftime report." i am frank holland in for the judge, scott wapner. front and center, the state of stocks the mixed economic data raises the possibility of more rate hikes ahead in the next test for the markets coming up next week. joining me all-star panel shannon saccocia, michael farr, jason snipe and steve weiss. let's start with the moment of truth for the consumer we'll hear from big retailers next week. the results, guidance and much more jason, the retail report was strong on wednesday but now the possibility of the fed staying engaged for longer maybe, just maybe, 50 basis point hike at the next meeting you own target and home depot. what are your expectations >> yes, i would say this, frank, obviously we've seen the consumer's resiliency over the last year change with the fed that's been very much engaged, with a retail report that was almost blow-out numbers, almost twice what consensus believe

let's get more insight and a look ahead to earnings ahead of walmart, hoe depot, and t.j.d to see you this morning. first of all, talk to me a little bit about the retail sales numbers you do're expecting today and how that reforms your outlook >> i think they're certainly going to sheehan improongtd from december. >> it's all about the retail sales. it come parties to the easy krom om con sales elect year app as a result, we'ring seeing a focus on expenses as you see yesterday coming out of the cpi number retail is looking ahead. inventory levels, i think december and january came down significantly. we're going to see retailers get inventory more in line a better retails number in january. >> it sounds like when we get these earnings reports, you'll be listening more on the calls for the color about january and february and where we're headed into the spring, that the commentary on the calls almost is more important to you. >> oh, definitely. that's the past. what happened during the holiday season, we know it was a mixed holiday season that met the low extended i think

fire grad also destroyed two ammunition depots and an artillery rocket of the armed forces of ukrainethe areas of settlements, slavyansk and avdiivka of the donetsk people 's republic in the southern donetsk direction by operational-tactical aviation and artillery of the group of troops. vostok inflicted a comprehensive fire defeat on manpower and equipment of the armed forces of ukraine in the areas of settlements with clean. and the carbon player of the donetsk people's republic lost the enemy per day in this direction was more than 60 ukrainian servicemen, one tank, two infantry fighting vehicles , four pickup trucks, three m77 artillery systems , a us-made self-propelled artillery carnation, as well as a d-20 howitzer . two depots of ammunition of the armed forces of ukraine in the kherson direction were destroyed as a result of fire damage to manpower and equipment of the armed forces of ukraine , up to 60 ukrainian servicemen were destroyed per day, one foot howitzer and two howitzers, d-30, also in the area of ​​\u200b\u200bthe settlement of the highest route, dnipropetrovsk re

all night rescuers extinguished from the strongest fire on the territory of the railway depot in kolomnae prosecutor's office is investigating the fire. posada opened a criminal case on the fact of the theft of two corgen owners, who made money on the sale of taverns kept animals in an annex to the garage box. maxim oparin tried to figure it out. why do dogs of popular breeds often become victims of unscrupulous breeders? in the october garage cooperative in sergiev posad, most of the boxes are used for their intended purpose, and dogs have settled in this extreme owner. there lived a corgi, a boy and two girls alone that night. the owners took away the rest of the missing dogs kept in this metal annex to the garage. according to one version, the attackers unscrewed several self-tapping screws and bent the sheets of corrugated board. and now, through this hole , animals have already been kidnapped by the owner of the dogs, he is sure that the crime was carefully planned a few days before the theft around the garage. he noticed footprints. although the places here are quite deaf, it is po

, or a military depot, or a location where the russian military is located, it is not, it is not, thereotic order for sure, after that, it’s a blur, well, guys, i won’t tell you who’s standing there, what kind of team we have there, but i ’ll tell you that we have them. well, you know , the monuments themselves are the best and the most professional. praise and no glory thank you oleksandr skoryk mp the kharkiv regional council was in touch with us. thank you for this conversation . we are moving on. and in touch with us now . first of all, energy , in the past day there have been two large-scale accidents at the ukrenergo substation, the cabinet of ministers has created a special headquarters to eliminate the consequences of these accidents. is there electricity in the city near the sea? it is, well, look, the last few days there are problems with this, and now they are communicating with you, there is no light at my house and it is a little difficult because if you used to be in a certain schedule and they worked even a little , now they are not at all and a decent type is needed to m

but what i really want to hear from home at the depot, from -- from home depot, what walmart, what they'reing in terms of consumer spending going forward. we're seeing credit card debt hit an all a-time high and interest rates on the credit cards exploding as well as auto loan default rates for used cars starting to spike so you're seeing a he det a he deteriorate lower end consumer. from home depot's standpoint, building permits, building starts, new home sales, all these numbers are collapsing and telling an a ugly story so what does that say about home depot? because people can't sell their home or don't want to buy a new home, are they offsetting that by going in and still continuing to upgrade them, continuing on the trend that we saw during the pandemic. i mean, this stock done an incredible job holding in over the last 12 months. does it continue to hold in? this is more of the b bifurcatin of the consumer economy where you have the haves and have not sand how is that going to at everything else. cheryl: starts and permits data, to put a finer point on that, pandemic lows. june of 2

i think that loan depot is -- look, i'm a wells fargo guy.university kids and maybe they should do it it's a nice speck. luck be a lady tonight or something. i'd rather own wells fargo because it's got staying power and i won't have to worry five years from now stage coach will still be here. let's go to mike in michigan, mike >> caller: boo-yah, jim. hope you're doing well this is mike -- >> i'm having a good time because i'm going to miami who wouldn't how about you? >> caller: that's great. that's great thank you. i want your input on lucid i have a lot of money invested and i'm not sure what to do right now. >> lucid, you know what? look, it could go up but i was with mary barra yesterday, general motors i came home and told my wife lisa, i said i got the charitable trust and we own ford i got to be diversified. can't own ford and gm but mary barra was impressive yesterday that's a cheap stock that's an inexpensive stock and that stock is going higher and i feel conviction. let's go to chris in new york, chris? >> caller: boo-yah, jim. ho

. >>> and with retail heavyweight walmart and home depot on deck, we look at four names in the group to shop or drop. but first, today's market has changed its tone right now, all in the red, the dow down 70 points broad market s&p 500 is down about 1% here. and the nasdaq is down 1.5% today. obviously, no surprise, we're seeing the most selling pressure as yields rise check out the two-year and ten-year hitting their highest level in three months today. energy, the biggest sector to the downside oil shedding more than 3% again. the dollar has been a head wind. keep an eye on this. this is not the part of the risk on story the energy side of things, take a look at nat gas, down to $2.24. the move from the highs last year has been nothing short of jaw dropping it's happening in europe, as well it's been blowing up trades where people thought this long position was a sure thing. again, a 6% drop for nat gas the january numbers, for the most part, hotter than expected. cpi, stronger than expected. retail sales, also hot this one, and then this one, did i do it? i did it so let's back up

mykolaivka and chernobaevka, kherson region, hit four ammunition depots of the armed forces of ukraineerational-tactical army aviation, missile troops and artillery of the groupings of the armed forces of the russian federation, were defeated by the 83rd artillery unit of the armed forces of ukraine at firing positions for manpower and military equipment in the 116th district. a fighter aircraft of the russian aerospace forces in the area of ​​\u200b\u200bthe settlement of novopavlovka of the donetsk people 's republic shot down a mig-29 aircraft of the ukrainian air force by russian air defense systems near the city of kherson a su-25 aircraft of the air force was shot down ukraine in addition, 11 ukrainian unmanned aerial vehicles were destroyed during the day, as well as 13 missiles of the hymovs multiple launch rocket system, manufactured by the united states in areas of settlements, tavolzhanka, lozova kharkiv region, kirillovka of the donetsk people's republic, the criminal krasnorechenskaya kolymachikha, chervonopopovka on coal lugansk people's republic of water zaporozhye regio

the ammunition depot of the seventy-second mech brigade in the kherson direction as a result of fireamage per day destroyed up to 35 ukrainian servicemen, 12 vehicles, two self-propelled howitzers, as well as one installation of the himax multiple launch rocket system. in addition, in the area of ​​\u200b\u200bthe city of kherson and the settlement above tarasovka , dnepropetrovsk region, two ammunition depots of 124 and 129 territorial defense brigades lived. but the principle of the introduction of combat by russian aviation is just below the work of army aviation, bombers strike at ground targets, destroy air defense systems, warehouses with equipment. but they climb to maximum heights fighter pilots show aerobatics supermaneuverable aircraft provide reliable cover for helicopters and attack aircraft. these are footage of the su-35, and there is also a four-plus-plus generation su-30 fighter . the crew of two people can patrol the airspace at an altitude of 19 km, the pilots' task is both aerial reconnaissance and close combat with ukrainian fighters. not a problem for them either

our military destroyed four ukrainian ammunition depots details, we learn from our correspondent denis alekseev, he joins the facts. denis i welcome what is currently known during the special operation. greetings so, in the vicinity of artyomovsk, all the main heights. now, under the control of russian forces, everything is going to the fact that the ukrainian formations in the city will soon be cut off from their rear in marinka , artillery helps the advance of the troops from closed positions. there , they are clearing the territory house by house, literally marinka is no longer a city at all, but in fact such a fortified area that the militants use to the shelling of donetsk and holding the defense in the donetsk direction, the result of the offensive actions of the southern group of forces was the destroyed ammunition depot two haimar installations from the american three tanks several howitzers, the american also radar fierce battles are going on for coaltar, but the offensive is slowing down there due to the fact that the militants are mining the area . and in the zaporozhye dire

this time a large-scale fire broke out at night in the city of borisovka, belgorod region, on an oil depot, the local public writes that the production of a local plant of bridge metal structures was seriously damaged by the fire from the oil depot. according to locals, this enterprise was produced by the governor of the belgorod region, vyacheslav glatkov, for the construction of the crimean bridge he traditionally blames the armed forces of ukraine for everything, he also mentioned the fall into the territory of a civilian industrial plant, the official claims that there are no victims, emergency services are working on the spot, emergency services continue to manipulate the law, this is what russian officials do to present the war against ukraine as a threat to internal security , analysts at the institute for the study of war believe that that dictator putin signed a decree that simplifies the process of implementing threat alerts and allows regions to indefinitely implement heightened the terrorist level of the bryansk and kursk regions have already announced the indefinite extension

. >>> plus home depot giving a boost to employees depot giving a boost to employees which may point toease. millions of americans were estimated to have it. they also tell me they've tried artificial tears again and again, but the relief is temporary. xiidra can provide lasting relief. xiidra treats the signs and symptoms of dry eye disease. don't use if allergic to xiidra. common side effects include eye irritation, discomfort or blurred vision when applied and unusual taste sensation. why wait? ask your eye doctor about a 90-day prescription for xiidra today. how did kellogg's combine crunchy oat clusters with a touch of honey... plump, juicy raisins and tasty fiber into one delicious cereal? it took a lot of bran-storming. get it? kellogg's raisin bran crunch. two scoops of delicious. when cold symptoms keep you up, try vicks nyquil severe. just one dose starts to relieve 9 of your worst cold and flu symptoms, to help take you from 9 to none. for max-strength nighttime relief, nyquil severe. think he's posting about all that ancient roman coinage? no. he's making real-time money mov

home depot, lousy earnings forecast, little wonder investors are jittery.e get today we get to the bottom whether they should be, and now the ukraine war entering the second year is contributing to the drag. we have a florida congressman says it is time the president refocus money for things here rather than things over there. his name is cory mills. he is a combat veteran and been to ukraine. is he saying enough with ukraine? we thought we woe ask him. we noticed a pattern. that is what a lot of folks in east palestine, ohio, are saying. the leader here to help them. not the president of the united states. ceo of goya, sending food and support to folks there simply because he wanted to do something. he sparked a different kind of fire, a good one everywhere. so there is some good news out there. more on that, and goya in a moment. first all the worries giving stocks a pounding. welcome, everybody, i'm glad to have you. i'm neil cavuto. get to one of the big reasons we're seeing that pounding. vlad more than glad to junk a nuclear arms treaty between our tw