let's bring in hugh johnson generally, hugh, the market looks ahead and right now, the last few week, say from the middle of october forward, it seems to be looking ahead to better days. is that, are those better days going to be characterized by lower interest rates or an improving economy or what? >> we may have the best of all possible worlds. i keep telling people that we're headed towards the configuration which is about perfect in cycles, you don't get, very often you get everything going in the right direction so i think really bottom line, the bad news might be that the economy might have a soft landing. maybe a hard landing first or second quarter. but what that's going to usher in is first of all, obviously the federal reserve is not going to raise interest rates further. when we get to the third or fourth quarter, they're probably going to be lowering interest rates. if the fed lowers interest rates, that means that longer term interest rates, yield and the ten-year treasury's going to come down. look for numbers like 4.40% on a ten-year treasury down to 3.5% as we get to t

hugh johnson will leave pepsi for disney. he is done with pepsi november 30.hat will he do at the house of mouse? chris: he will be cfo, which is what he was doing at pepsi, but he is also vice chairman. he has got operational experience, m&a experience, ran pepsi's e-commerce business. he is a seasoned executive, 60 two years old. this is something that somebody who could potentially be a successor to bob iger. so much speculation around who is going to get that job, as there has been for a long time. iger is staying until 2026. but his name is added to the potential list of replacements. matt: as a father of a young child, i have disney plus, hulu, as well as a million other apps that i pay like nato's night incense a month -- pay like $9 .99 for all of them. what consolidations do you see, disney plus and hulu? chris: yes. they sell them as bundles. when they complete the acquisition, disney will buy out the one third of hulu that comcast owns. there will be more integration. disney does not operate hulu overseas. they call it something else. that is a big

the actors strike and a management update, hugh johnson coming on board and cfo during his time at pepsico who is now putting pressure on bob iger. matt: and the succession, the initial attempt and failure. it will be interesting to see how iger and johnson deal with that going forward. citi research analyst jason joins us now. he has a buy rating on disney, $110 price target. what do you make of it johnson going to disney. seems like an interesting move. jason: it is an interesting live. i have not spoken to any institutional investor who is not pleased with johnston coming on board. it is unusual in that disney does not have a long track record of bringing in external c-suite talent. but investors like the move. jon: given this long list of issues, not just succession, but the teacher of the business overall, should we be drilling into a couple of key things to watch for in the quarter, or are we looking for bigger things of what is to come? jason: there is so many moving parts. i had one institutional investor tell me he has never seen a company with so many plates spinning at the same

revenue guided company in bitter battle many say that this is a positive move for disney getting hugh johnsonte protesters in london damaging a famous painting in london national gallery group just stop oil smashed frame, posted video on x, one hundred people marching in streets, has targeted van gogh sunflowers and girl with pearl earrings. >> -- led to a death in california this is where we are. accountability for people who think they can roll into national museum attacking putting hammers to artwork. >> that helps your -- >> thank you, meanwhile, we are watching two wars underway israeli defense forces say they have killed a hamas commander played a key role nokt 7 attack troops are taking control of one of the terror groups military strongholds in northern gaza strip pentagon confirming 38 attacks on u.s. troops in the region including 20 in iraq, 18 others in syria joining me to talk more about that stevens inc executive vice president senior policy advisory former senior adviser to secretary of state mike pompeo mary kissel thanks for being here, increasingly feeling like going to be t

hugh johnson will be cfo.n "closing bell overtime" tomorrow directly following those results. you do not want to miss that. a lot of discussion about how some of the operating targets may be a push since hugh is new to the company. >> he has an uphill battle figuring out how to monitor assets and helping bob fulfill his vision, i guess, which includes a successor. >> we're at seven-week highs for a nasdaq going for eight straight on the nasdaq. >> it helps to have lower rates. it helps to have bond buyers back in the bick tour that continues from last week into this week with the ten year below 4.6. >>> let's get to the judge and "the half." >>> welcome to "the halftime report." i'm scott wapner. front and center this hour, the tech run as the nasdaq goes for its longest winning streak in some two years. the investment committee debating. joining me for the hour today everybody here at post 9, liz young, jason snipe, jim lebenthal and steve weiss. check the markets. the nasdaq is the big winner today, just abo

hugh johnson is coming in to be cfo. are you thinking about buying the stock again?. what a success story at pepsi, and i actually think that maybe he's the next ceo. maybe bob be iger is bringing him in for the next couple of years or however long it's going to be this is a seasoned veteran who knows how to run a company and how to drive sales and, now i think disney is much more complicated than something like a pepsi. pepsi wasn't broken. >> didn't they already learn their lesson by hiring somebody who wasn't exactly in line with the creative ethos, trying to choose my words carefully -- who wasn't necessarily in line with the creative ethos that defines what disney is, and that's one of the reasons why bob chapek did not succeed and was arguably not the right person in the first place and now iger has made it more of a priority to have a person in line who more fits the culture of what disney is, not to take anything away from hugh johnston, a wonderfully nice man and has had a great career in his own right. you get what i'm saying. >> look, i think there is a go

he brought in the cfo of pepsi, hugh johnson. investor calling for a break-up of pepsi when he was there. can he do the same at disney? because pelts is malled that you look at diss -- mad, that you look at disney's stock rice to for the year, he wants to get more out of this company. stuart: listen to the call this afternoon to see what they're going to do with espn. i think that's a a key factor. and then we've got, wait a second, is this right? amazon cut the price of its one medical. it was 1.99 a year. who cuts the price of medical care? lauren: can i can ask you a question, have you ever heard of one medicalsome this is a company that amazon bought last year. no one talks about it. i know tons of people that order everything on their prime subscription, and no one has ever said, oh, i had a telehealth with the doctor on amazon last might. no. so there's no demand there, or so it seems, so amazon cut the price from 199 to the $99. it's an a extra that $9 a month to your prime subscription, and you get access to health care.

course, that worked out pretty darn well mason was on the board there, briefly overlapped with hugh johnsoni think, who is the cfo now at disney but also with internal counsel as well on that board. we'll see how this ends up, but wanted to note it. thanks again to ken squire as well for bringing that to cnbc.com >> are you saying that mason could be -- could be, like, what happened with elliott as peltz like elliott comes in, not happy at all with marc benioff >> yes, that's exactly what i'm saying >> peltz comes in and is still not that thrilled, by the way, with what's going on at disney you should know that these guys come in and say, make something work but does peltz want on the board? >> peltz still wants on the board, jim you tell me. >> there's a lot of things that are wrong. >> and disney does not want him on the board so, there is still a potential of a fight there i think there's a sense after this last quarter that disney is in a better position, certainly, than it was a short time ago we've reported on and talked about the fact that much of the stake the trian claims is really

hulu held by cnbc parent company comcast and announced it's going to be bringing on pepsi's c cfo hugh johnsoncourse the former nbc cable president and a cnbc contributor, and tom, that's the short list of all the major moves that are happening right now at disney. you've got subscribers for their streaming services that are coming into question, what to do with espn. they're still in the midst of a restructuring with thousands of layoffs. what do you want to hear tonight? what do you expect to hear? >> well, becky, they got very tough trends going against them as all the traditional media players do. they're coming off of a very tough quarter last quarter, and they have a bunch of very tough deals to get done. so anything that is good news here i think will help. i think probably what people are most anxious about are hearing some indication of where the deal front is. they have hulu that obviously isn't going to get resolved for a while, and that can only cost them more money relative to how that arbitration process is likely to end up. they've talked about spinning off, selling abc. no one

johnson. adam: hi good to see you, the small caps up to 2 russell 2000 not a hugh high over 500 days only happenede of interest rates. if in fact you are right i hope you are the fed is done beating fed done is this a signal having to back in small caps further out on risk spectrum. >> a great point we had early january, yesterday, nothing less than incredible probably a real jan effect in january but small caps tend to be stronger from november through april, may. and very sensitive to pension fund very volume sensitive. a strong dollar also helps some small caps because don't have currency risk big multinationals i was very encouraged by that rally yesterday, get more follow-through today. maria: how are you allocating money in, if face of all that louis. >> i tend to fine-tune portfolios i have a little cash i think any cash i have will be vested last week december i want to stay out of the the way we are become to folk a firm market through thanksgiving then might have, some backing and filling i see nothing but good news holidays help every in holidays friends, family football food all that e

hugh laurie second best. i'm bellissima. you interviewed saddam hussein. what's that like? >> i was >> good evening . i'm tatiana >> good evening. i'm tatiana sanchez. this is the latest from the newsroom. boris johnson'svid inquiry he warned of the imploding like a zombie apocalypse film. dominic cummings says he called for daily crisis meetings fearing the pandemic was coming much faster than expected. he also said the government had no plan to help vulnerable people during lockdown and the cabinet office

hugh laurie. check and best good evening, one and all. >> it's 9:00. i'm mark dolan, and this is gb news. tonight as pro—palestine protesters plan to disrupt remembrance sunday, former prime minister boris johnsonate in favour of an anti semitic pogrom , which is anti semitic pogrom, which is what they would be doing is obscene . do you know what i'm obscene. do you know what i'm starting to miss? that guy is britain under siege from extremists ? i'm pulling no extremists? i'm pulling no punches in my big opinion. next, before my panel weigh in tonight , carole malone. stella lee kuan yew and belinda de lucy and scotland's first minister, humza yousaf has sparked outrage by saying the protests should go ahead this weekend. i'll get reaction from our very own nigel farage, who let me tell you, is not a happy man. farage, who let me tell you, is not a happy man . plus, following not a happy man. plus, following their gaffe laden israel coverage, has the bbc lost the trust of the british people ? bbc trust of the british people? bbc boss aqeel ahmed and former southampton f.c. owner rupert lowe go head to head in the clash. meanwhile he's happy to take a private to jet see pop star katy perry . bu