appreciate it. >> thank you. >> david george of baird.on't be any catalysts for this earnings season in terms of coming out. >> well, i do think the run, i hate when they run going into earnings, which is exactly where we are, a very big run. it's hard to be super bullish, but i am long. >> up next, final trades. ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ ♪♪ you always got your mind on the green. not you. you! your business bank account with quickbooks money now earns 5% apy. (♪♪) that's how you business differently. intuit quickbooks. (grunting) at morgan stanley, old school hard work meets bold new thinking. (laughter) at 88 years old, we still see the world with the wonder of new eyes, helping you discover untapped possibilities and relentlessly working with you to make them real. old school grit. new world ideas. morgan stanley. >>> time for the final trade. let's go around the horn. tim? >> yeah, the e in bicep is estee lauder. that's right. i said it. and i think it's an iconic brand out there at a time when i think the earnings power is probably getting be

their mazda is considered a terrorist group by many countries. meantime, thousands turned out in baird route for the funeral of the mos commander who was assassinated there this week. known as learning the streets by route for the how much number to the seller ever killed by the pound is riley driving strike of israel has not claimed responsibility for the attack, but nonetheless movie is the most senior. i'm asked me to be killed since social security is began on october 7th. the assassination has rates fee is that the conflict could escalate, as well as even preparing for that possibility staging, ami drills and the golden heights bordering that have been on in the north. today we had to drill a pair of north with the army corps and the infantry preparing such an event that if we would need to enter such engagements with kids by law, then we would make sure that we would come up on top. meanwhile, in the west bank is ready for us is remain and then your shipments refugee camp funding overnight. grades 29 people arrested in the operation and the army sais discovered a large cache of w

and germany's foreign minister and elena baird walk is also in a trip to the middle east. it is her 4th, a visit to the region since the october 7th attacks, a bare walk held talks. some of the is really presidents and for administer. she's also pushing for moves toward a 2 state solution for is rallies and palestinians. once the current fighting is over, it's tom o scott guys, i must never be a source of danger to the existence of the state of israel in the future. but it's also in the refuse to the fact that god that belongs to the palestinian people, they must not be driven out. there must not be. are you just right? oh the up to patient. no settlement of guys from guys. i keep look at more on bare box a trip from our chief, political correspondent, if we can. i believe we have nina has a in jerusalem, but appears some technical problems. no, can you hear me? i can hear you. yeah. fabulous. so in a way to bare block and tell us what is on her agenda, i understand that she is visiting the west bank today. so that's exactly right. so he's going to be visiting a palestinia

we're up for any kind of specific advice, with clearly as much assets under management you have at bairdewers. ross, thanks very much, we appreciate it. ross mayfield. here we go, you see a 267-point loss at the moment for the dow jones industrials. we got the federal reserve minutes. [closing bell rings] it didn't exactly confirm what traders hoped that we will have six rate cuts this year. not so much. markets showing bit of disappointment. tomorrow evercore head of research mark mahaney. you don't want to miss that. larry: hello, folks, welcome to "kudlow," i'm larr

we have joining us now patrick spencer, vice chairman at baird.atrick, it is good to see you today. we are all anticipating the new releases from the u.s. pabanks. tell us what you are expecting to hear from the major banks on wall street. >> good morning, silvia and joumanna. banks have been on a huge tear since last year. the banks being upgraded in the middle part of last year. on the valuation call with the earnings coming out today and you will see the big banks a modest decline in net interest margins and flat fees. it is only recently that m& a is picking up and transactional business is picking up in capital markets. credit quality should be pretty stable. i don't think we will see a lot of fireworks in the bank stocks this quarter. i think i was looking this morning with three stocks we expect to increase earnings year over year. i don't think you will see a lot of negative spin either. i think it is more a question of these stocks will most probably sell off a little given there will not be a huge amount of upside. i do expect later in t

. >> how many of you use the ai like chatgpt or baird in this discussion >> it has come at us very fasttgpt now has 100 million weekly users just since its launch last year, with 92% of fortune 500 companies using the technology according to the company. beyond chatgpt the stuff ai did this year is amazing it caught a glimpse of our thoughts. >> so as long as i have seen it and you know the patterns of my brain, then the ai will read that out of my brain >> yes, exactly. >> reporter: spotted mental health risks in children. >> an output will say this is a patient at high risk, this is a patient at low risk. >> reporter: and created tons and tons of weird art. >> the god-like power to commission any artist in history. >> yeah, that's the fun part. >> reporter: but as 2024 approaches ai's ability to trick anyone's eyes could be the end of trust. >> deepfake, face swap, unbelievable. >> reporter: in just the time it took us to set up our cameras uc berkeley professor fareed made me look like i had starred in "dr. strange." >> this is -- >> on my laptop. >> in an hour? >> 20 minutes. >> but

got some downgrades of capital one and axt over at baird.ust looking at delinquency in consumer and so forth. >> yeah, and we've got a couple of downgrades. we've got baird downgrading wells fargo to a neutral from an outperform, although keeping their current price target. i'm sure there will be a decent amount of conversation, yet again, as there should be, most likely, about the broader economy, what they're seeing in terms of loan demand and concerns about commercial real estate, specifically office, although as again as we pointed out more times, and the banks are happy to tell you overall, if you look through as a percentage, it's just, jim, not necessarily going to add up to something that's going to become a clear and present danger. that said, over time, there are going to be significant losses when it comes specifically to commercial and office space, and i would reference, of course, that story today that we're talking about levels of vacancy the likes of which i don't think we've ever seen since they started to measure in 1979. w

signed them and then it's people who have always supported us and it took us president reds up ty baird alon has condemns the western attacks on the admins saying the us and u. k. are shattering regional security and put on the s and the k all using disproportionate force against the am on the account. they tried to tell the right scene to the blog boss and the young man with the who, with these sites, making the necessary response and the region using all the power against the us and the u. k. they also stay that there's no room for even the slightest complacency where it currently receiving different views from many different channels. here from the face have made very successful defenses. and the respond to successfully both against the the u. k. the way things are moving forward. it seems the conflict between israel and hum us seems to be spiraling out of control to the point that young man is now being brought into the fold as a result of attacks by the us on the united kingdom. the church president also hinted at something that was quite crucial to us and the u. k. deny that to th

to have you join me model that has blessed me to assess that the suspect of these really a tackle baird will not go on punished. but how do you expect this a. 6 errands escalation between israel and lebanon to develop the what scenario is that you're looking at as well. let us begin by giving out condolences to major the, the excess of resistance for the assassination of an adult. and also for the terrorist attack against our brothers and sisters and cut them on which i was visiting last year to visit the a, the solemn area of asha awesome. so they might need to visit the area and see it. and it's an area packed by people, so control the system that you're running friends as well. now what happened in be root is something that has a very significant retaliation. consequences towards these read the entity because of a, basically what israel did was to break the red lines to just basically attack the lebanese capital they it with, whether they say it is against his will not or not. that's not the issue. the issue is that there was a direct attack against lebanese swell inside of the capit

and baird hikes salesforce rating. shares up .30%. >>> time for the "global briefing."o court documents. s.a.p. delivered political contributions and luxury goods and electronic transfers to obtain valuable government business. uniqlo owner tops expectations as it benefits from europe and america. it is preparing for a new expansion phase. and the eu anti-trust chief to meet with ceos to discuss digital impacts in europe. she is set to speak at the tech anti-trust conference this week. >>> coming up, the one word that every investor needs to know today and our next guest says the magnificent seven could be expanding to nine. the stocks part of that group. >>> we have carrie bradshaw's wardrobe taken from new york to l.a. the tutu is expected to go up for auction. >>> and fruit stripe gum is being discontinued after 54 years due to changing patterns. >>> another farewell for one major name in college football. alabama coach nick saban re retiring after seven championships. in a statement, he says his 17 years at university are not about how many games won or lost, but th

succession, emma baird dominated the television categories, with each show winning multiple trophies.k to dateline. now, back to dateline. ibly set him free. >>> welcome back to dateline, i'm craig melvin. after the jury delivered a guilty verdict, tom foley faced life behind bars. then in a stunning turn just 24 hours later, a witness emerged to possibly set him free. once again, josh mankiewicz. >> only baseline jumper. he hits it with five seconds. >> 24 years after the hometown hero named tom foley made coldwater history, the now convicted murderer of the same name sat behind bars awaiting his sentence. >> are you ready to spend the rest of your life in prison? >> no, absolutely not. >> to tom foley's attorney tom schaeffer and his private eye, ken koberstein, the guilty verdict landed like a crushing blow. >> this is a grassroot who done it. and we thought we had shown that it was in this person who had done it. >> i was devastated. when this ended, i could've walked into a wall. >> but just one day after tom foley's conviction, a woman stepped forward. she had new information th

baird hiking bloom energy rating.duction and improvements to the manufacturing process. it's up 3%. and toast says it's not looking at restaurant trends over this year. shares of toast right now up over 5%. >>> it's also time for your global briefing. we start with japan's nikkei moving above 34,000 closing 2% higher. the country's broader-based topics rallying up 1% and hitting levels not seen in over 30 years. >>> other asian markets moving in the opposite direction. south korea's kospi, hong kong's hang seng and taiwan's weighted companies down. hoping to offset smartphone and laptop chip sales. tsmc expecting a recovery after a trough last year. grifols' stock fell yesterday on an accounts probe by hedge fund gotham city research. gotham is questioning grifols. they're denying any wrongdoing. >>> coming up on "worldwide exchange," the one word investors need to knowand why our next guest says don't be fooled by the market's stumble. why she says the rally could regain its momentum. >>> if you haven't already, foll

now, it's so funny, because when you see the notes -- >> it's baird.n't know why people feel like, oh yeah, marc benioff, he suddenly cares about profitability. marc benioff has cared passionately about profitability since 2008. they want to realize that when, you know, when elliott came in there, he was saying, tell me how to make more money. when i caught up with marc recently, just by text, this is not a position linked to the "time" person of the year. he said, look, i'm so glad we're making money. who cares about being a dow stock? i think people have to start realizing that benioff wants to make you money. the amazon call is very interesting. they have figured out how to do tv, how to do sports. so, now, they're able to do something that i think real good businesses do, which is say, we figured it out. we know how to do it, so let's lay people off who are not core, and that's what they did, and amazon has been an amazing stock. >> check out that. 2% gain today. and briefly, we'll talk some belichick in a bit, but nfl regular season earnings -- re

we're up for any kind of specific advice, with clearly as much assets under management you have at baird it is valuable for our viewers. ross, thanks very much, we appreciate it. ross mayfield. here we go, you see a 267-point loss at the moment for the dow jones industrials. we got the federal reserve minutes. [closing bell rings] it didn't exactly confirm what traders hoped that we will have six rate cuts this year. not so much. markets showing bit of disappointment. tomorrow evercore head of research mark mahaney. you don't want to miss that. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. so, as you know harvard's claudine gay has resigned as president of the ivy league university though somehow still a member of the faculty and get this, making a salary of 900 grand but plagiarism, anti-semitism and dedication to left-wing social justice, diversity, equity, inclusion all that remains completely unsolved and the harvard corporation, get this board of directors, they blamed racist vitriol for her demise. more insanity and today the spotlight has shifted to sally kornbluth,

. >> i'm sam, i play for baird virginia bruins and i strongly oppose this bill. >> many parents see thisheir rights to decide what's in their child's best interest. they also say the bill robs those in the poorest neighborhoods an opportunity. >> youth tackle football is embedded in these communities and it is the lifeblood and it serves as a vehicle to education, opportunity, alternative to some really negative activities. >> a "the washington post" poll found a majority of conservatives favor youth tackle football, liberals do not. democrats outnumber republicans 3 to 1 in the assembly and the senate i'm told the vote this week could be close. bret? >> bret: we'll watch it. william, thanks. now that the iowa caucuses are behind us, let's take a look and find out how the media covered the first voting of the election cycle. here's fox news media analyst, host of fox news "media buzz" howie kurtz. >> cnn predicts that donald trump will win the iowa caucuses. >> media had no choice but to acknowledge donald trump's landslide victory in the "new york times" amazement voters are the most du

jimmy k and his old buddy at baird stearns knew the text code appeared what he was doing outside of thater story. and then the problem with these things being released is he was assuming the only reason why someone like bill gates might want to meet with him and he was big into philanthropy and gave a lot of money away to harvard. bill gates might have a drill on the site and no evidence of that and leon black one of the founders of private equity firm might want to do business is the same thing, no, no evidence of that. he handled his money. >> neil: there was no connections and forget about bill clinton and the insinuations and photographs together with bill clinton and donald trump. again, it was the business ties these guys had of them especially back then when you go back to 1990s with bill clinton, i think people are missing that. >> yeah, yes, and business ties and philanthropic -- listen, bill clinton had a philan philanthropic, the clinton foundation that was controversial. peter schweizer did a great recording on this spirit about i can see him wanting money from jeffrey epstei

the baird community center and the corporation yard some lane emergency response efforts are in place all across the bay area. state officials meeting today to discuss the defense against flooding high winds that are expected now to carry into next week. governor gavin newsom activating the state's operation center to bring state support to county lead storm preparations. this includes pre positioning sandbags and flood-prone locations and extending emergency response services hours to actively monitor flood dangers. >> our flood 5 specialist are notice and stand ready for deployment in needed. and we've also been in contact with our federal partners at the army corps of engineers confirming their materials resources will be available if needed. >> officials also reminding residents of these top 5 safety tips ahead of the storm. make sure you stay connected. you can get alerts that cow alerts dot org. get information from trusted sources prepare for the high winds travel safely and prepare for any outages by charging your devices. shelters across the bay area have also been set up as

after baird put out a note urging people to buy the stock because ceo marc benioff's getting more and more focused on delivering better margeins and higher profitability. the firm notes they didn't think that would be the case. my problem with this push, i've been saying the same thing over and over again both here and to club members for months. but you know what? the stock rallied nearly 3% anyway. >> the house of pleasure. >> we saw a couple of reports about how nvidia had a terrific ces, consumer electronics show. again, i have been saying that all week. right? the whole week. i wouldn't have expected it would move the stock higher. but nvidia spent some time in the red today but then it burst right back into the green, which almost seems like it's its rightful place. with the stock finishing up nearly five bucks. we got a note about a survey of chief investment officers that shows they believe microsoft's got a huge lead when it comes to the adoption of ai. really? i mean, again, old news. yet the stock went higher anyway. there were oddities too. we know the hot inflation number

we now proceed to congressman jim baird of indiana. >> thank you, mr. chairman. i think our witnesses for being here today. secretary west i want to focus on you first. in march of 2023, chairman mccaul requested several reports related to assistance in afghanistan, and this past sunday sigar released their findings on the three have billion dollars in the afghan fund, and they found these four concerns. so, the first one is over a year since creation, the fund has made no disbursements for activities intended to benefit the afghan people. the treasury and the state are not currently willing to support the return of these funds to my question is what is state department strategy here, and is there a disbursement date, and when was the last time the state talked to the swiss partner about this fund? >> thank you very much. the activities in the afghan fund are very important. i appreciate the question. on the board of trustees for the afghan fund, it is four individuals. the american is the treasury department -- really, it's the treasury department that leads on

alex baird, fix a closer look at the role of the icing g as plate or the international court of justice, or i c. j as being the united nations main judicial body since 1946. its main role is handling disputes between countries, most individuals, and its decisions a legally binding. but it's also office legal advice to the united nations despite being dumped the wills quote, the i c, j. 's role is more limited than the name suggests. it can only result disputes of the countries involved have recognized its jurisdiction. the court has 15 judges elected by the un general assembly and the security council. it's laid by us judge john donahue, a former state department official, entered the pc is russian judge could either give all the informer invested as of the naval lens. they all represent the different regions and legal systems, and it looks like this. 3 seats occupied by african judges. judges from messing america and the caribbean holds another to 3 occupied by asian judges, 5 held by judges from western europe and other western countries. and to buy judges from eastern europe. if a co

well i'm joined now by three family members of the hostages zeev vera baird, the girlfriend of eli cohenva party. lauren berman, brother of twins zeev and gali , who were zeev and gali, who were kidnapped from their house in kfar azar and eli ahlberg, the father of liriel berg, an 18 year old female who was kidnapped from a bomb shelter near the border. so so thank you. all three of you, for coming in. um, eli, do you have any news of what has happened to your daughter? >> um , now it's past 108 days. >> um, now it's past 108 days. we don't have any news after . 58 we don't have any news after. 58 days, the last news was before 58 days. because the people that released, they tell us about liri. that she was okay, but without a shower, without food under the ground 40 metre with a lot of humidity . they are sleep lot of humidity. they are sleep in the bed on the floor, no bed, no nothing , no hygienic issues. no nothing, no hygienic issues. >> and so you come here and it's very brave of you to come and talk about the situation. you find yourself in. what is the message you want to get acr

their mom, maggie baird, also wrote songs. >> i'm ready for music. >> so it was the demystify indi indicationy now scoring director alfonso cuaron's upcoming apple tv series. disclaimer. he is also working on his sister's new album, their third together. >> i think her album and this television score are going to wrap on the same day. they're going wrap at the exact same time, and i'll have a crisis, you know what i mean? i'll go from so busy to calling you every day and anthony, can i come over? >> the 66th annual grammy awards will air on sunday, february 4th at 8:00 p.m. eastern right here on cbs and >>> people who have given up alcohol for a dry january can still finds to enjoy at their local liquor store. michael george explains. >> reporter: total wine and more is known for its wide selection of alcohol. but a growing number of shelves are dedicated to beverages without alcohol. >> our average store will have around 200 different selections of nonalcoholic fro ic productsu to try. >> reporter: demand is the reason why. nonalcoholic beer sales are up 24% over the past year, and alcohol-f

. ♪ >> reporter: donald fagan and walter becker met at baird college in new york in 1967 "when we starteden fusion of jazz, pop, and r&b marked by complex chord changes and often inscrutable lyrics. ♪ when you smile for the camera, i love you better ♪ >> reporter: a universe of characters came alive in their music. ♪ ricky don't lose that number ♪ >> reporter: steely dan is now i the songwriters hall of fame. ♪ you might use it if you feel >>> many americans decided to skip their flu and covid shots this season, and that's led to a big jump in cases. michael george reports. >> reporter: winter respiratory viruses have been hitting hard this season. >> it spread very quickly. >> reporter: the carter family suspects they got sick on a flight to florida christmas day. >> i've got a burning throat. i'm completely lethargic, and i've got a fever and headache. >> reporter: and we should expect more illnesses to come. while some flu indicators decreased last week like hospitalizations, the cdc says it's monitoring for another surge that usually comes after the holidays. >> folks, try not to seek

yesterday it was baird, today it's deutsche. they talk about credit remaining volatile. loans on the books than at jpmorgan and bank of america. what do you think is coming friday? >> well, look, i do think that wells fargo run by charlie scharf is fantastic. yesterday's downgrade did nothing. today's downgrade -- remember, wells fargo has been the best of the big banks. charlie has said over and over again commercial real estate not really an issue. i think they're still waiting for consent decrees. this is the one, by the way. that was at 62 on february 5th of 2018. it is not expensive. david, what happened with wells fargo is the regulators never for gave them, even though charlie has gotten rid of everybody. at what point do the regulators say it's the new wells fargo run by charlie and not the old one run by john stump. >> jim, i assume it's a rhetorical question. it hasn't haptd yet? >> i think it has. i think these downgraders are underest et making what charlie has done. by the way, charlie scharf is kind of a rigorous guy. a lot of people regard him as frankly n

. >> we have a downgrade of sherman williams over at baird on the notion that the shares are susceptible to a potential reversal in higher-end rates. >> i was telling jeff marks, who works with me on travel trust, that's heresy. you can't downgrade sherwin williams. that's heresy. it's one thing to say apple, but you just -- you come back, and you just say to yourself, all right, if you're going to take out the stocks that are not -- that are doing very well, you're going to have to go after floor and decor, and people look at me, like, david says, what's that? there's 500 floor and decors in 48 states, and that was one of the leaders of the s&p. and that's what you're going after, and i'm not willing right now to say those are done, and i know that we had a story about manhattan apartments. i don't think that's really indicative of our nation. the billionaires row. >> yeah. >> but look, i just think we have had a big run, and take something off the table. >> yeah. >> how is that wrong? 1,200%. >> as bespoke said the other day, 32 consecutive overbought closes to end 2023. >> well, yeah.

us this morning, bernstein's tony sag knock ki, underperform 150 target, ben calllo, analyst with bairdat to see you both. i thought about you last night because your skepticism has been well telegraphed and a long time ago, you told us in the end oems tend to get legacy multiples is that what's happening here? >> certainly i think more investors are questioning whether tesla is a technology company or a car company this quarter's revenue grew 3%, margins are similar to other car companies, and so, i do think investors are increasingly questioning that now the stock is still trading at, you know, 75 times our earnings projection, 150 times cash flow, so clearly investors aren't all the way there, and i don't expect them to go there. i do think tesla has ev technologies and they could play out and manifest themselves in higher margins longer term, but i think for now, investors are really questioning the kinds of multiples and the kinds of extrapolated growth rates that they had afforded tesla in prior periods. >> but do i hear a hint in there, tony, you won't necessarily wait for 150 to

joining us is baird analyst david george and director of equity research ken leon.to you both. david, what are we looking for here? we knew it was going to be messy stuff in there with the fdic charges and the rest of it, but on credit quality, on net interest, and i guess on capital markets activity what did we learn today? >> good morning. thanks for having me. so from my perspective, we talked about this on monday, when we downgraded wells fargo as well as a couple other stocks, the bar, mike, going into the earnings season was the highest since last january. a lot has happened in the banking industry since that point in time. numbers broadly were fine. interest trends were in line, as were fees and expenses and the forward outlooks on net interest income were a little bit soft relative to expectations, but a little bit of profit taking isn't particularly surprising and i would characterize today's numbers as pretty solid across the board. >> ken, you know, we have the market in a familiar posture, which is buying jpmorgan and kind of fading the rest, at least th

on my way, proceed to congressman jim baird of indiana. >> thank you, mr. chairman.hank our witnesses for being here today. secretary west, i want to ask in march 2023, chairman mccaul requested a cigar report on several matters related to the us assistance in afghanistan. cigar released their findings in the afghan fund and they found these four concerns. the first one, a year since creation, the fund has made no disbursements intended to benefit the afghan people. treasury and the states are not currently willing to support the return of these funds to the afghan central bank so my question is, what is state department strategy and is there a disbursement date and when did the state talk to the swiss partner about this fund? >> the activities of the afghan fund are important. appreciate the question. on the board of trustees to the afghan fund it is four individuals, the american who sits there is the undersecretary so it is the treasury department that needs the afghan fund. is correct that there's not been a disbursement. we want to be sure that we have absolutel

. >> and baird makes the top pick today, rivian. >> i think rivian has real horse sense. >> maybe they'reoing to bottom ticket here, because that thing has gotten crushed >> we should put fisker in on that >> why are you mentioning fisker at all >> why because at one time, fisker was going to be -- we had them on repeatedly that's why >> oh, geez. >> they got to do 100 for one reverse split to get that thing cooking. >> yeah, it's 86 cents >> couple industrials, jim fastenol is leading the s&p. and then boeing, max issues aside, gets this giant order from a big carrier in india. >> i thought that was very meaningful i do think that yesterday's announcement about where they are, being certified, was a positive but remember, in the end, again, i come back to the idea that if you wanted to get a plane from airbus, get in line. there's just none. and the travel and leisure, we still have the long on money, short on time thesis going post-covid people are traveling they're not giving up. watch booking holdings watch expedia. watch marriott they've all been big winners >> vail resorts gives an

caller: jim baird. a good guy. he's a republican. i'm a democrat. and i ran for office twice.ice. i didn't get beat because i was a bad candidate. i got beat because the people don't like the democratic national party. host: what years did you run? did you run for congress? caller: i ran in 2012 for county commissioner. and i was asked what party -- are you a democrat or republican? i said i'm an american. as a purdue grad, we go to purdue football games. we have that opening about being an american. we all say i am an american. that's what i am. i'm not a democrat and republican. i'm an american. but i ran as a democrat. and that was expensive. two years ago tom mcdermott was a candidate for senate, a great candidate from merryville, great candidate. didn't get any support at all from the national democratic party. none. no help at all. host: jeff in indiana. scarlett out of alabama. independent. go ahead. caller: hi. i wanted to say something about what happened to me when i was a child. i wasn't born here in alabama. but i had two friends who are not white, they were female

joining us now, ross mayfield from baird, which is more than $400 billion in assets under management.all over? is it just a break? >> i think it's much more likely this is just a tidy consolidation correction after a really breathtaking rally across november and december. the market was overbought by almost any metric you could look at. that's bullish over the intermediate term, but in the near term, a little consolidation here and there is not surprising and especially with the context of investors maybe reassessing whether all those rate cuts they started pricing in are actually going to come to bear. i think there's a reality check on that front as well. >> you know, i've read "the wall street journal's" lead headline this morning. stocks, bad start to 2024 has forecasters on edge, and i thought, there's so little faith in the rally we just had, i want to buy it. is that -- i mean, i just feel like people are so lacking confidence in what's happened. all of a sudden, they're ready to write the whole thing off after two days. i think that's a positive sign for the rally. >> absolute

but also out this morning as well, analysts at baird named tesla as a fresh bearish pick, citing thatn the shares and potential impacts to its current quarter delivery numbers given the disruptions we're seeing. big names on the move. i'll send things back over to you guys. >> you would think if tesla doesn't have to pay elon as much, they'll get back some of the money they had as part of the pay. you would think that would help the stock. i'm glad you mentioned the other drivers of the stock this morning. just purely on the pay package issue, you would think that would help the shares. >> it also depends, robert what does it mean for elon musk? does it improve his focus on tesla or not? >> i think he'll be okay. dom, thanks so much. >>> up next, capitol hill trying to get a vote as early as today on a bipartisan bill to expand the child tax credit to provide some tax breaks for companies. we'll discuss after the break. >>> futures ahead ofdp a private payroll data. "squawk box" will be right back. a force to be reckon with. no, not you saquon. hm? you! your business bank account with

i was looking at sheila baird on x in last day, she had consumer credit exploding to over $5 trillion credit near $1.3 trillion, we obsess over gdp, unemployment, labor participation as predictors of recession, but rising consumer debt levels have portended economic downturns. >> i think we didn't look at that. i got to go back and look at the numbers for the end of the year. but i think, again, overall the consumer is seeing the numbers are ticking up, but not at a level we're quite concerned about yet. i think the key thing we ought to be focusing on is the wages and that's where i have a little bit of a concern with the higher income households up a little bit. >> higher income households aren't spending all of their money anyway. it is probably better news for the economy if lower and middle income people are still seeing wage increases that are coming through. >> absolutely and they are. in fact, the lower income household wage growth ticked up a little bit. but that is a concern. one of the pushbacks we also get is that higher income households have, you know, consumed more. the

vera baird. hello you're looking very spruce. >> josh , what is it.7 >> josh, what is it.7 >> josh, what is it.7 >> i've. i've dyed my beard. >> i've. i've dyed my beard. >> that's what it is. i knew there was something going on because i've got an audition for a 18 year old. >> ah, yeah. yeah no. it's working. thank you. >> it's working. and very gangsterish the kind of. >> it's working. and very garwell, sh the kind of. >> it's working. and very garwell, this1e kind of. >> it's working. and very garwell, this is kind of. >> it's working. and very garwell, this is because i. >> well, this is because i. i was hosting over christmas. yeah. and, uh, so i bought this suit make it tax suit and to make it tax deductible got wear it deductible, i've got to wear it two times. all right. two more times. all right. >> okay. well, if anyone from hmrc is watching the show, they >> okay. well, if anyone from hminow watching the show, they >> okay. well, if anyone from hminow see :hing the show, they >> okay.

special assistant to the head of baseball operations farhan zaidi, and the team president and ceo larry bairded to make an official announcement later this week. dusty baker retired as manager of the houston astros after this past season, and he won a world series with houston back in 2022. >> the washington commanders have officially hired a new general manager with ties to the bay area, the team announced. adam peters as its new gm. peters was the 49ers assistant general manager and had worked in the niners front office for the past seven seasons. during his tenure with the team, the 49ers have made the playoffs four times, won the nfc west in three of the last five seasons. peters released a statement saying, quote, i am eternally grateful to the york family. john lynch, kyle shanahan and the entire 49ers organization for an amazing experience. >> our time is now. 449 warriors star draymond green is now back on the basketball court after his 16 game suspension. >> draymond green comes in the game here. >> on the boos from the crowd. so draymond you heard those boos. >> that was the reactio

a really hard job.oledo fire chn baird said, the fact that butch loved the people he served and the peopleaid, he was a fireman's fireman. he loved what he did, wherever he got in the public he canner always treated people with respect and treated them like family. in fitting tribute, his home-going procession made stops by springfield township fire station 51, and toledo fire station 17 where he served for one final good-bye with crowds respects asboth sides of the the procession went by. let us offer fitting tribute and a community-wide deep thank you for your service, butch. u missed. every grateful person and family you assisted will remember you, by your countless acts of mercy and love. thank you, mr. speaker. i yield back. the speaker pro tempore: for what purpose does the gentlewoman from texas seek recognition? without objection, the gentlewoman is recognized minut. ms. jackson lee: mr. speaker, i rise to thank president joseph biden and vice president kamala harris, working with those of us who have a deep abiding concern for our children. i chair the congressionalcus. and deligh