that's robin vince, the ceo of bny. i hope you like what you heard, because i sure do.oney is back after the break. >> coming up, as prices are on the rise, cramer is cracking into egg manufacturer vital farms. seeing if now is the time to buy in on the stock. next. brian sullivan joins. >> kelly evans power lunch. weekdays two eastern, cnbc. >> join the club and start your investing day before the opening bell with specific strategies for members only. >> by joining. >> the club. >> it gave. >> me access. >> to that knowledge from jim. >> that gave me more confidence in my investing decisions. >> it's very helpful. >> it's information that you. have is privileged information. there is no other source of. >> information that. >> you can get as much as you can get from him. >> get invested. join the club. >> get invested. join the club today. go to cnbc.com. join jim. in the world of investing. >> a beast lurks. >> between the numbers. some watch from the safety of the sidelines. but others saddle up and ride that one ton rowdy ribeye for all he's got. if that's you join

jeffrey, you a macro strategist at bny mellon. let's get a check on european markets.ve got the stoxx 600 trading higher by about 3/10 of a percent this morning. after the modest pullback that we saw yesterday. pmis factoring in here. also investors keeping a close eye on the geopolitics. with tensions rising between the ukraine and the us and of course europe as well. and all of this as we head into germany's election on sunday. so a lot to factor in to trade this morning. as for the breakdown across regions, here's the split xetra dax up 9/10 of a percent ftse 100, up just modestly this morning as investors digest all the data that's come through, from retail sales to borrowing data. excuse me, deficit data at pmis a lot to digest there. the cac40 in france up 3/10 of a percent and similar gains for the italian market. as for u.s. futures. the main story yesterday was walmart weaker than expected growth forecast from walmart really weighed on sentiment. we saw a pullback across the three majors. we're looking at a little bit of a rebound this morning but nothing majo

we'll bring in lauren goodwin now of new york life investments, alicia levine of bny mellon wealth management. it's good to have you both here with us as well. lauren, one of the knocks on this market right now is there's too much uncertainty, a lot of it coming from that town where the white house is located. d.c. how does that factor into how you view the market right now? >> well, i think that uncertainty is one of the key reasons why we've seen such balance in the market lately. actually, we. have growth that's underpinning a reasonable circumstance for the most part. but i think the market is still seeing the positives and negatives of policy change as roughly balanced. now that, from my perspective, is potentially a precarious balance. we have the ten year treasury yield sitting right at four and one half percent. >> that's right on the edge of where you. >> start to get into the equity market danger zone. you have news around technology that's been a little more uncertain, policy uncertainty. you add all these things together and you get what looks a little bit like market paralysis. a

bny mellon this year two you're seeing more utilities, chemicals and construction companies ranking. broader just 100 overall, including trane technologies and eversource energy in the. >> top ten. >> those industries seeing job growth in the us created. here increased transparency and disclosure, plus notable investment. in benefits for workers. we'll be looking further into the. >> list. >> throughout the day into some industry specific leaders. plus, as. >> we said, the. >> dei conversation and how it played a role this year. but i'll let you dive further with paul tudor jones and hp ceo. antonio neri later this. >> hour as well. so here's my question to you. and i don't know how much you spent time on this. so the good news for hp, by the way, year over year the stock is up close to 40%. the reason i ask about stock performance is and we'll talk to paul tudor jones about this. how much do you think there is actually any kind of correlation between stock performance and being on this list, or at least doing well by this list? the reason i ask is hp had a great year this past year.