eye, everybody i'm kelly evans. here is what is ahead this hour. where all have the doves gone? much higher will they go and how quickly will they get there? jpmorgan's ceo says a soft landing is still a possibility >>> is now the time to reinvest in china foreign policy experts are one side, investors are on the other. >>> netflix cutting prices in several countries as the rival gets ready to report what you need to watch >>> first, the markets dom chu is watching the numbers. >> earlier today, kelly, i was here this morning. the markets were as green as your pants suit. we are right across the board marginally so. still, 32,892 for the dow. the s&p 500, i want you to key on this. 3958 is where we are, a level that some are watching is 3980 that represents the 50-day average price of the s&p 500 over the last 50 days on a rolling basis. below that is 3940, the 200 day moving average right now, we're just above four points at the highs of the session, we were up 37 in the s&p, the low, 22 the nasdaq composite, 11,485, so keep an eye on some of those key levels to watch. also wat

along with kelly evans, i'm tyler mathisen we're a few minutes away from the release of the fed's statemente get to our panel of experts, a quick check on the markets. we're looking at the dow down 307, so a little off session lows, almost a 1% decline. the s&p is only down 0.4 as we await this big decision. david kelly of jpmorgan asset management, a morgan stanley investment, and new edge wealth's karen david, we'll start with you. we have the move itself. we have the press conference, what in the statement will you be watching? >> they're going to have to acknowledge there has been a slowdown in consumption because industrial production fell and real consumer spending fell. i have to acknowledge that right off the bat. are they going to change the language of future increases there may be some further tightening in the federal funds range. i think they need to back out of the idea they're locking in two more rate cases. 25 basis points today. that's unwise. i think even more unwise to do another two rate hikes in march and may. >> you agree a quarter point is baked into the cake here but

i'm kelly evans. ahead this hour, is the consumer simply unnapable yesterday's cpi showed inflation is still high. retail numbers show consumer spending is still strong we'll break down the data and talk about what it means for your money >>> travel is one area that is going strong and choice hotels delivered a block buster report. we have the labor market trends. >>> roku and stzillow are on dek to report. and we're seeing differentiation. the dow is down 144 points, so mostly lower here. the nasdaq is green, though, by about a tenth of 1%. it's the only one drifting in and out of positive territory. the dow low today, minus 256 now, got to talk about energy. the worst performing sector today, we're getting more inventories putting downward pressure on oil prices so wti crude, $78 a barrel devon, down. pioneer, occidental, all down. this is kind of the fly in the ointment about the risk. yields continue to be a big story. again, kind of different picture than what we are seeing in commodities. one-ye

welcome to "power lunch" along side kelly evans i'm tyler mathisen who's right about inflation? markets rally because markets think it's slowing jay powell kind of agrees but ceo of nestle says more price hikes are coming. >>> stocks get off to a hot start. a repeat of meme mania jumping in on speculative names. latest who is trading. >>> first a check on markets down across the board well off lows dow down more than 230 points noun only 30 trying to make a turn positive. >> mike santelli watching it all from the new york stock exchange good afternoon, mike. >> hello tyler yeah half percent decline in s&p 500. put it the in perspective where we've been so far year to date, modest s&p down now about 2% or so from intraday high a couple days ago. trying to contend with implications of a hot job number friday yields and dollar higher declines in dollar as yields tailwind for stocks. market overexcited in more aggressive colonels o scorners . russell 2000 and semiconductor index moving in sync with priv lent declines big out performers people rush to grab on to exposure to higher ri

i'm kelly evans. proceed with caution walmart and home depot getting disappointing outlooks for the year walmart's cfo is warning the consumer is very pressured my next guest says there will be no landing until there is a hard handing. and why none of this has been bad news for the stock market. our market guest insists it can continue, and he's answering your questions, too. tweet me and we'll try to share them it's all about rates, retail and risk on. three key names about to report. but first, the latest on this selloff. dom chu is back with those numbers. >> not the kind of fat tuesday party goers would want the bulls want some positivity, and you're not getting it today. we're near session lows. the dow down about 529 points, off 1.5% 4,016 for the s&p 500. the reason why this is important, we're getting back towards that 4,000 level at the highs of the session, we were down 27 points in the s&p, down 1 a71 at the low. and not too bad of a similar percentage loss for the nasdaq composite, 224 poi

i'm kelly evans.ad this hour, one of the few issues with bipartisan support in congress is heading for primetime tonight. 7:00 p.m. eastern, the first hearing from the house select committee on stra teenic competition between the u.s. and china. the key national security concerns and sticking with china, the reopening giving those stocks a boost and sparking global growth hopes. but why there are concerns about europe >>> plus, $400 billion in student loan debt is in the cross hairs of the supreme court, and the first step toward a decision on loan forgiveness are underway but first, today's market action dom chu with the numbers >> it's been range bound we've seen either side of that unchanged line and it's mixed in trading today. but we are tilting for the broader s&p 500. the dow, 32,800, down about 90 points we're hovering around that 4,000 mark for the s&p 500 this is right near session highs. up 13 so far at the highs. up about a quarter, down about a quarter percent at the height of the low. so

i'm kelly evans. ahead this hour, a five-star manager gives us his tension trades, and trading three big names with earnings on deck, and we'll dive into the cp ireport stocks have turned lower and bond yields lurching higher as the markets digest the hotter than expected numbers. take a look at the yield on six-month treasury yields. if we close above 5%, it will be for the first time in more than 15 years as i speak, we're getting headlines from philly fed president. >> hey, kelly, he said he expects the fed to raise rates a few more times, and in doing so, 25 basis point hikes will be appropriate in the future. policy rates he says will be restrictive enough sometime this year for the fed to go on hold notice he said hold, not cuts. the fed goal is a modest slowdown in the economy. he sees it growing 1% this year enroute to 2%. he does see unmistakable signs oh of a slowing in interest rate sensitive sectors like housing other fed speakers, basically towing the hawkish line in the sense that logan

i'm kelly evans. here is what is ahead this hour.lation is still hot, labor tight, housing firmer than expected, manufacturing doing worse. the markets are taking a breather today the real question is where do we go from here are we -- and rates are adjusting for everything from auto lones to credit cards how much longer is this sustainable? that's all ahead today but first, dow is up 132 points and red across the board here. declines of about half a percent. the dow trying to hang on to 34,000 12,000 for the nasdaq. some huge movers today this is currently down 2 1/2%. look at these moves. ring central's 22% drop, that was an earnings response really tough sessions. flip side, twilio, up more than 17%. fastly up 20%. again, huge differentiation there. speaking of bright spots, take a look at bitcoin, heading back towards $25,000 today. it's up 15% this week. why is the risk on trade doing this well? even as the data supports the fed's higher for longer rate path steve, what do you think >> what you see today, kelly, is stocks are of

i'm kelly evans. are we slowing or growing? jobless claims still super strong, but the yield curve, if you haven't seen it, giving a new extreme today. so which set of data do you believe and invest on? we'll post that question to our market guests. and proxy fight over nelson pelts bowing out of the battle for disney now that iger is back at the helm. is it smooth sailing for disney from here? and live, the tesla co-founder securing billions from the department of energy to hasten development of ev batteries here we're very excited for all of that but first, let's get to today's markets and dom chu with the numbers. >> it's loss of steam. it looked like it would be solid to the upside, but it's red across the board at 4112 for the s&p 500, at the highs of the session, we were up 39 that's a significant move on a basis of around 4,000. and then down 13 at the low. again, tilting towards the low part of that session the dow industrials down about 0.2%, the nasdaq composite down a similar percentage, about 13 points, but remember

i'm kelly evans. here's what's ahead. last week's smaller rate hike already didn't sit well with former fed governor larry lindsey then came the shockingly good jobs report powell needs to give the parke a slap and not just a warning, he says, larry will join us to make his case in a moment as we gear up to hear from the fed chair again in a speech tomorrow plus, a suspected spy balloon and a canceled diplomatic mission, tensions between the u.s. and china rising. we'll look at the potential economic fallout and our earnings monitor continues what you need to know ahead of reports from pinterest bp and royal caribbean first let's start with today's markets. stocks well off the lows, the dow looks to be improving by the moment only down 63, only 0.2%. the nasdaq was down 1% that still a little heavier so flip side of what we've seen year to date year to date the nasdaq is up 15%, almost 16% while the dow is only up 2% so again a bit of a pause and profit-taking today. let's move and what is going on in bond yields a story

. >>> thank you very much, scott i'm kelly evans. stocks are rising as bond yields reverse lower, but wait, we're asking do rates actually matter to the stock market? one of our guests says yes and that will trigger a new bull market and michael santoli says it doesn't quite work like that and he's here to make his case meanwhile, why have market in the economy held up so well in spite of these hikes jefferies has a theory is it equals to 40% of gdp, but first, where did the huge morning rally go take a look at these marks the dow was only up double digits a moment ago. 128 points and healthier half a percent for the s&p and the nasdaq, of course, is the leader today. it's up almost 1%. the two-year earlier touched its highest level since july 2007 before backing off and you heard weiss on another vote of confidence and the ten-year for its part about 392, the six-mark, the one-year those yields up 5% and we'll quickly check on the very short end and here you can see, if there's anything people are talking about these days, it's not

hi, everybody, i'm kelly evans here is what's ahead this hour, stocks are shaking off the cpi jitters, the dow is up more than 300 points right now that big inflation reports comes before the bell tomorrow morning. will it show inflation reaccelerating or will it give the fed breathing room we will get you set up for that. plus four unidentified objects shot down in the past nine days, we will look at the companies involved in this unprecedented response, the defense spending and policy impact and also the cybersecurity ainge jool and the health of housing. is the spring selling season already off to a decent start? we will look at the trends on the ground and the data pointing to, yes, but first let's take a look at those markets. the dow is up 300 points on the nose right now, the s&p is adding 40 and look at the nasdaq up almost 1.5% today up 165 again, this is more continuing the trend we've seen since january 1 with the nasdaq leading the way, 12, 13% gain already this year and that's continuing today technology obviously leading the way, microsoft, solar edge, nvidia leading the

. ♪ >>> good morning and welcome to bks right here on cnbc i'm andrew ross sorkin along with kelly evanssantoli. joe and becky are off. it's nice to see everybody i haven't seen you in a very, long time. >> it is early. >> it's early. 6:01 in the morning. we've got a lot to do. about 3 1/2 hours before the market opens let's see where the futures stand as we await. what is the fed going to do? that is really the question. the dow looks like we opened about 147 points nasdaq off about 41 points s&p 500 off by 17 points the s&p 500 rose by 6 opinion 2% and the nasdaq rose by 10.7% but meantime take a look at treasury

welcome to "power lunch," along with kelly evans i'm tyler mathisen >>> coming up we have google searchingusing there 150 billion worth alone. the company thinks the stock is a buy from here. >> stepeaking of disasters, lyft getting crushed, losing a third of its value we will dig into the core of what happened and get our traders to take on whether it looks attractive at this discount let's check on the dow and the s&p, close to break even, but the nasdaq taking a hit as interest rates continue to

>>> good morning and welcome to bks right here on cnbc i'm andrew ross sorkin along with kelly evans and mike santoli. joe and becky are off. it's nice to see everybody i haven't seen you in a very, long time. >> it is early. >> it's early. 6:01 in the morning. we've got a lot to do. about 3 1/2 hours before the market opens let's see where the futures stand as we await. what is the fed going to do? that is really the question. the dow looks like we opened about 147 points nasdaq off about 41 points s&p 500 off by 17 points the s&p 500 rose by 6 opinion 2% and the nasdaq rose by 10.7% but meantime take a look at treasury yields. today's the day, we're going to hear from fed chair powell will he talk it up will he talk it down we'll see? also cathie wood, arc etf had a very strong january. take a look. it rose by 27% we're goingto be speaking with cathie this morning at 7:30 eastern time. >> you wonder. it's less about any specific stock and more about what's going on liquidity do you know what i'm saying? does stock selection even matter i wonder. >> it matters. that whole category o

. >>> good afternoon, everybody, welcome to "power lunch" along with kelly evans i'm tyler mathisen glad you could join us coming up, americans wen shopping in january, out to eat and to the car dealer. retail sales up 3%, well above expectations is that good news for those worried about recession? yes. bad news maybe hoping fed will stop raising interest rates, kelly. >>> plus, trouble at the ftc a commissioner resigns and blasts the chair on the way out saying lina khan is abusing her pow perp talk about this squabble and what it means for corporate america and dealmaking. >>> first a check on markets. bouncing back. thought market was worried about fed rate hikes everything green. s&p flat nasdaq up as well. >> check in with kristina partsnevelos what's moving in markets today. >> of course yeah stocks making moves. stocks off lows of the day nasdaq only inda si in the green. s&p 500 flat airbnb biggest winner on nasdaq 100. blow outsquare on top of already high expectations and issued a strong q1 guidance clearly benefiting from pent-up travel demands. sharing up 13.5 at this point.

. >>> thank you very much, scott i'm kelly evans.s reverse lower, but wait, we're asking do rates actually matter to the stock market? one of our guests says yes and that will trigger a new bull market and michael santoli says it doesn't quite work like that and he's here to make his case meanwhile, why have market in the economy held up so well in spite of these hikes jefferies has a theory is it equals to 40% of gdp, but first, where dith

along with kelly evans i'm tyler mathisen two big buzz words disinflation and efficiency. spending like mad on the medverse, company last known as facebook, we hear efficiency and what we hear from the big three as what happened to growth, by the way? >> and kicking off yesterday 2:30 time, the process under way. is the fed really winning the war against inflation? if so, how many more battles remain. >>> the dow's about to go positive and nasdaq is flying. >> all right but let's move over now. we have kristina partsnevelos and dom chu over the moving markets. dom, you first. >> reporter: sessions highs now, watching action in drug companies. one auto machor as well. start with shares of merck now do you about 4% after the dow components actually reported better than expected results for profits and revenues profits fell shy of expectations due to a sharp drop-off in seams of covid treatments. sticking with that pharma trade. shares of eli lilly down just about 6% on the session. more so than merck after it had mixed results. procht profits beat estimates weaker sales in k

i'm kelly evans. here's what's ahead this hour.of 5% how many agree stocks try to recover from their worst day of the year. and one of our guests says high inflation is leading some companies to suffer from money illusion, and it's one reason layoffs haven't hit just jet and we'l

hi, everybody, i'm kelly evans here is what's ahead this hour, stocks are shaking off the cpi jitters comes before the bell tomorrow morning. will it show inflation reaccelerating or will it give the fed breathing room we will get you set up for that. plus four unidentified objects shot down in the past nine days, we will look at the companies involved in this unprecedented response, the defense spending and policy impact and also the cybersecurity ainge jool and the health of housing. is the spring selling season alread

>>> good afternoon everybody and welcome to "power lunch" alongside kelly evans i'm tyler mathisen coming up we have shares of nvidia soaring today the stock up 60% this year the company says ai is going to be a boost what it means for nvidia and other chip names as ai is the new battleground. >> plus kyle bass joining us live we'll talk about the market and fed and china. we'll check the markets. down dow down a little more than a 100 point, across the board down about half a percent. >>> and a check with dom chu with a chip check. >> the stock of the day has to be nvidia, up 4% in the s&p an tech heavy nasdaq 100 after the chip maker reported results that topped analyst forecasts for profits and revenues a lot of optimism around artificial intelligence and machine learning applications i the future of this story check out the move in other semiconductor stocks, the halo effect advanced micro up 3% marvel technology up 3%. nearly 4% gains for taiwan semi. a more dramatic move in shares of lucid after they reported disappointing quarterly revenues which led some analysts to downgrade that

i'm kelly evans. here's what's ahead this hour. the fed's james bullard, reis rating his call to go north of 5% how many agree stocks try to recover from their worst day of the year. and one of our guests says high inflation is leading some companies to suffer from money illusion, and it's one reason layoffs haven't hit just jet and we'll talk to the ceo about the disinflation they're seeing. but first, let's get to dom chu with today's market. >> session highs right now it is green across the board marginally speaking. it's about a quarter to 1/3 percent gain the dow up to 33,19 7. and the s&p 500 is above that 4,000 mark again, up about nine points and how is this for symmetry at the highs of the session, kind of near where we are, we were up 14 points. at the lows, we were down 14 points so, again, drifting towards the higher end of things right now the nasdaq performance, at 11,536, up 44 points one place to watch in particular is what's happening right now from a macro perspective on the crude oil front. it's down about 2.5% r

i'm kelly evans.le yesterday's cpi showed inflation is still high. retail numbers show consumer spending is still strong we'll break down the data and talk about what it means for your money >>> travel is one area that is going strong and choice hotels delivered a block buster report. we have the labor market t

alongside kelly evans i'm tyler mathisen coming up the future of goldman sachs. david solomon on cnbc today saying asset and wealth management will be the new growth engines for the company, but will he be around to lead goldman to its next chapter? we'll discuss what's ahead for solomon and the bank. >>> plus, target shares are moving higher. earnings beat but the outlook is weaker we'll dig into the results and what the company is saying about the strength of the consumer let's get a look at these markets in the meantime. the dow still the only negative of the major averages down a quarter percent, s&p up a third and the nasdaq two-thirds and the russell small caps leading the way. >> let's dig deeper on the markets with dom chu and kristina partsinevelos dom, you first. >> speaking of the dow the under performers due in part to declines in goldman sachs and united health care goldman carries about a 7% wea weighting. the whole thing, 17% between the two stocks if not for those two the dow would be positive today. you will have more on the goldman story coming

i'm kelly evans. ahead this hour, is a half point rate hike in play? two fed officials making the case for it. larry summers saying it might be warranted. but one of our guests says inflation is trending lower, so he joins us with what he thinks the fed should do. >>> 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 i

alongside kelly evans i'm tyler mathisen hope you're having a good monday new details on the failure of goldman sachs' consumer banking venture marcus and what it has ceo david solomon on the hot seat and we'll discuss his future this hour. >>> warren buffet says critic of buybacks are economic it literates. a reformed buyback critic himself, he'll tell us what changed his mind a check on the markets stocks off their best levels last week was the worst week of the year for all three major averages and today half percent gain for the broad markets, 1% for the nasdaq. >> a closer look at some of the stocks making moves with dominic chu and kristina partsinevelos dom, you first. >> all right it's the planes, trains, automobiles market check today for the planes side check out what's happening with boeing up about 2% or so roughly, making it one of the best, if not biggest point contributors to the dow industrials. the commercial jet defense contractor trying to bounce back from bigger losses on friday tied to federal aviation regulators saying boeing had halted deliveries of the 787 dre

i'm kelly evans. ahead on "the exchange," about an hour to go until the fed's latest decision.rter point hike is what is expected but it will have big implications for your money.gine or a pivot this divide between the markets and the wide would get wider, and all of these hikes have pushed credit card rates to record highs one industry watcher expects

along with kelly evans i'm tyler mathisen coming up, stocks are lower today but the risk-on rally isk growth out performing value as the retail traders pour money back in. what this means for the markets. >> plus, the promise and the problems with ai chat bots being put to the test with results that are often terrorizing. a quick check on the markets the nasdaq down 1.2% today, but well off the lows. >> the nasdaq is still up for the week the growth trade is back in vogue at least for now let's bring in kate rooney to talk a little more about that. hi, kate >> hey, tyler. crypto and some of the high-growth stocks have been some of the biggest winners this week one key factor you've got to look at here, inflows from individual investors, names like coinbase and micro strategy tend to attract what we call retail traders. these companies see relatively low interest meanwhile institutional buyers aside from hedge funds tend to trade less frequency new data from vander research shows the highest level of inflows ever from this retail cohort net inflows topped $1.5 billion, a new record, a

i'm tyler mathisen alongside kelly evans.cks sliding as another inflation reading comes in hotter than expected and this is the fed's favorite inflation gauge. how much more does the fed have to do to bring inflation down to the level it wants how much will stocks be hurt in the process? >>> plus, natural gas prices plummeting an overly. >> problem the ceo of the biggest gas producer. >>> first a check on the markets and we are off session lows. dow down 510, down 365 still looking at the red into the year the nasdaq down about 2% right now and that makes it the wors

alongside kelly evans, i'm tyler mathisen a big announcement from ford ford spending $3.5 million on a battery plant. the company's ceo about to join us for an exclusive interview. >> plus, we are crowning a stock draft champion, and the winner, guys, is winning in everything ryan reynolds. thanks to his selection of netflix, he cruised to a victory. ford, by the way, was his other stock. a lot of symbiotic this hour he will join us to collect the trophy and take a victory lap. first let's get a check on the markets. we're basically at session highs. the dow is up 360 points right now. the nasdaq up 1.6%. >> let's head to the nasdaq now and check in with christina for a look at the day's movers. >> all three indexes like you mentioned bouncing back from last week's losses with the nasdaq up for highs today. we will mention the two-year which follows tightly with the fed's fund rate at 4.5%. investors are buying into the softer cpi print which could revive this equity rally that we saw at the start of the year if jay powell brushed off any signs of easing monetary policy. so we're onl

i'm kelly evans. here is what is ahead this hour. time to play offense that's the big argument today from one of our guests but how long can that strategy work when the economy is slowing? we'll ask. and all eyes on disney ahead of their results tonight. what is the plan now we'll ask one of the biggest bulls on the street what he does and doesn't want to hear and why he thinks the stock should rally 40%. and when investors are getting ai a solid d, we have an expert claiming this technology could help kids more than hurt them in education. we're using ai in the classroom. >>> but first, today's markets with dom shu >> that ai trade, i will show you how much billions it's costing the market it's red across the board, maybe not a surprise, but it's been fractional for the most part the dow industrials down 100 points the s&p is down about 2/3 of 1%, 33 points, 4130, just to give you a context, the highs of the session, we were still down eight points and 51 at the low that's the trading range so far. the nasdaq, 11,956. one place that

i'm tyler mathisen with kelly evans. are we about to see a wave of deals in pharma. after one of the slowest years in recent memory, pfizer, merck, others could be on the prowl for takeover targets, the panel will discuss what it means for those companies and the biotechs that could be on the shopping list. >>> and big news on cnbc this morning. activist nelson peltz calling off his proxy fight against disney he says the company did what he wanted, so he wishes bob iger and the board well, but will investors like what they got we'll get to all of that and more a quick check on this market as the gains this morning have quickly disappeared. dow is down about 105. >> all right, to dom chu and go through some of today's movers i see tesla on the list there. >> tesla is up as we're hitting session lows now for the stock market solidly higher on the day, not far from the best levels of the session now as you can see some of the upside today being driven by headlines with regard to a fatal crash involving a tesla model s in texas in 2021 u.s. auto safety regulators determi

i'm kelly evans. is very pressured my next guest says there will be no landing until there is a hard handing. and why none of this has been bad news for the stock market. our market guest insists it can continue, and he's answering your questions, too. tweet me and

i'm kelly evans.nager gives us his tension trades, and trading three big names with earnings on deck, and we'll dive into the cp ireport stocks have turned lower and bond yields lurching higher as the markets digest the hotter than expected numbers. take a look at the yield on six-month treasury yields. if we close above 5%, it will be for the first time i

i'm kelly evans. are we slowing or growing? giving a new extreme today. so which set of data do you believe and invest on? we'll post that question to our market guests. and proxy fight over nelson pelts bowing out of the battle for disney now that iger is back at the helm. is it smooth sailing for disney from here? and live, the tesla

i'm kelly evans. here is what is ahead this hour.ut how long can that strategy work when the economy is slowing? we'll ask. and all eyes on disney ahead of their results tonight. what is the plan now we'll ask one of the biggest bulls on the street what he does and doesn't want to hear and why he thinks the stock should rally 40%. and when investors are getting ai a solid d, we have an e

i'm kelly evans.san support in congress is heading for primetime tonight. 7:00 p.m. eastern, the first hearing from the house select committee on stra teenic competition between the u.s. and china. the key national security concerns and sticking with china, the reopening giving those stocks a boost and sparking global growth

i'm kelly evans. here is what is ahead this hour. manufacturing doing worse. the markets are taking a breather today the real question is where do we go from here are we -- and rates are adjusting for everything from auto lones to credit cards how much longer is this sustainable? that's a

i'm tyler mathisen alongside kelly evans. stocks sliding as another inflation reading comes in hotter than expected and this is the fed's favorite inflation gauge. how much more does the fed have to do to bring inflation down to the level it wants how much will stocks be hurt in the process? >>> plus, natural gas prices plummeting an overly. >> problem the ceo of the biggest gas producer. >>> first a check on the markets and we are off session lows. dow down 510, down 365 still looking at the red into the year the nasdaq down about 2% right now and that makes it the worst performer. software names getting hit hard, as we see rates back up, 10-year nearing 4%. >>> consumer discretionary one of the worst performing sectors today. tesla, amazon, chipotle, etsy, some of the names in that group. they are falling today lots of red tiles on the board right now. >>> our next two guests weighing in on the latest hot inflation report that has wall street selling today in a new op-ed ron insana says an increasing number of splinters in

i'm kelly evans. here's what's ahead.dn't sit well with former fed governor larry lindsey then came the shockingly good jobs report powell needs to give the parke a slap and not just a warning, he says, larry will join us to make his case in a moment as we gear up to hear from the fed chair again in a speech tomorrow plus, a suspected spy balloon and a canceled diplomatic mission, tensions between the u.s. and china rising. we'll look at the potential economic fallout and our earnings monitor continues what you need to know ahead of reports from pinterest

alongside kelly evans i'm tyler mathisen coming up stocks are falling today on signs that inflation maybe is not slowing as fast as everyone hopes the cpi showing prices rose 6.4% from last year we'll dig into what stubbornly high inflation means for the fed and for the market >> plus we're continuing to cover all things ai. today, in fact, we talk to the head of c-3 ai, the company with ai as its ticker tom sebold was ahead of the game but with google and microsoft and all of their data getting into the game will they crush the little guys? first let's check on markets stocks are sliding but off the lows after that cpi report dow had been down more than 400 points it's down 130 while the nasdaq has turned positive. >> let's check in with kristina prnls pshl partsinevelos who joins us in studio for a look the awhat's moving >> stocks are wavering after that cpi report but the nasdaq i want to focus on that because it's still up fractionally if it will t. stays positive it will be two straight days of gains and tracking for its best february since 2019 so far let's talk about the movers, t

eye, everybody i'm kelly evans. here is what is ahead this hour. where all have the doves gone?y get there? jpmorgan's ceo says a soft landing is still a possibility >>> is now the time to reinvest in china foreign policy experts are one side, investors are on

welcome to "power lunch" along with kelly evans i'm tyler mathisen glad you could join us on this thursday coming up, the read on real estate, housing starts falling in january, prices coming down as well. plus, how's the office the back-to-work plan working out? tom pebbles is here talking residential, commercial and more and what he is seeing in his business >> plus, tesla is the best performing stock in the s&p this year already up 75% but it's facing competition in china, a union issue here in the u.s., as well as the new recall we discussed we'll have more on the tesla turmoil. >>> first a check on the markets with stocks lower, the dow down 137, the s&p similar percentage, .4 sam for the nasdaq, russell 2000 trying to eke out a gain here. >> the numbers on the housing market let's go to diana o'lick in washington. >> home construction dropped in january despite two months in gains in sentiment single months fell month over month and 27% lower than the year before. building permits fell a little less for the month but 40% lower year over year housing completions are outpacing starts w

welcome to "power lunch," along with kelly evans i'm tyler mathisen >>> coming up we have google searching answers. alphabet slusing there 150 billion worth alone. the company thinks the stock is a buy from here. >> stepeaking of disasters, lyft getting crushed, losing a third of its value we will dig into the core of what happened and get our traders to take on whether it looks attractive at this discount let's check on the dow and the s&p, close to break even, but the nasdaq taking a hit as interest rates continue to rise. >>> christina parts nef loss, dom chu looking at it for us take it away >> newell brands up by 10 cents, up two-thirds of the lows of the session. at one point it was down nearly 8% after the consumer goods company behind everything from rubber made stores to coleman camping gear and sharpie markers. top analyst estimates for quarterly results but gave a disappointing forecast a rough week for communication services which is worst performer, down 6% on the week consumer discretionary side down 2% to 3% technology down between 1% and 2% those three make up nearly half o

i'm kelly evans. ahead this hour, is a half point rate hike in play?se for it. larry summers saying it might be warranted. but one of our guests says inflation is trending lower, so he joins us with what he thinks the fed should do. >>> 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, t

alongside kelly evans i'm tyler mathisen coming up today stocks sinking to start the shortened week. rates rising if the fed stays higher will stocks go lower? well, that's what's happening at least now. we've got all the big movers and market reaction covered. >> plus, worries about the consumer one of the things weighing on stocks we'll dig into home depot and walmart's earnings and we'll talk to the head of a regional bank about what trends he's seeing but first let's get a trend here as we're at session lows across the board. dow's down more than 600 points. we're coming off three down weeks in a row and we're up less than 1% now for the year >> let's go over and check in with dom chu give us all the news on what's moving at this hour, leading with home depot, dom >> traders and investors are highly focused on that consumer trade. the two massive retailers part of that main event they're moving in different directions at least right now. 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 we