now to "overtime" with carl quintanilla. >>> and welcome to "overtime," i'm carl quintanilla in for scottst getting started shares of goldman taking a hit today after this new report says the fed is investigating the bank's consumer business we'll have top analyst mike mayo join us in just a few minutes with his take. we'll begin with our talk of the tape pretty nice finish here to a bad week stocks rallies today but the s&p posting its first weekly loss of the year who is winning here, the bulls or the bears let's bring in greg branch

i'm carl quintanilla with morgan brennan and mike santoli david faber has the morning off.d a pretty good start in the wake of the data and slew of earnings, but settling back, s&p still hanging onto a gain, about a quarter of a point. >>> we're 30 minutes into the trading session. it is another busy earnings morning so we'll start here. big blue, revenue topping analyst estimates, with higher than expected growth in software and infrastructure segments. separately the company, ibm, saying it plans to cut around 3,900 jobs, about 1.5% of ibm's workforce. shares are down 4% las vegas sands is moving higher just by posting weaker than expected results analysts citing upbeat comments about the company's reopening in macau. those shares are up 3% they were up around 25% over the past 12 months finally, our parent company, comcast, beating wall street expectations despite persistent softness in broadband subscriber growth and mounting losses from the streaming service peacock. those shares are around the flat line, down ever so slightly. >>> gdp in the last quarter of the year r

. ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramernd david faber. post markets read on an unusually busy week. central bank decisions, including the fed, a jobs number, an opec meeting, two-year yield is back to 4.25%. road map begins with a test of that rally >>> plus we're keeping an eye on the evs, so to speak tesla shares are coming off their best week since 2013, and then there's shares of lucid, up sharply on friday and again this morning on these acquisition rumors >>> and back at the white house, well, they're delivering a bit of a broadside to big oil's big buybacks >>> let's begin with the eagles going back to the super bowl after winning the championship five years ago as you know by now, 31-7 over the niners, a classic showdown now between what some argue, jim, two best teams in the league >> yeah, two best teams, and andy reid was an unbelievable coach, friend, introduced me to howie rosen, unbelievable general manager, friend, hof general manager. look, i think it's going to be fantastic. good matchups. and congratulatio

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramernd david faber. premarket is adding to losses. mixed bag of data, but jobless claims falling to 190,000 means that yields are higher across the curvem our road map begins with the soft landing scenario. >>> plus jpmorgan's ceo, jamie dimon, is still pointing to plenty of economic clouds, saying there is a lot of underlying inflation out there still. >>> and higher costs weigh on consumer giant procter & gamble. the shares are under pressure. we'll take a look at the numbers ahead of the open. >>> let's start with the markets on track to extend the losses from yesterday earlier this morning on "squawk box" in davos, jpmorgan chase's jamie dimon weighed in on the economy months after warning about what he called an economic hurricane. >> part of that storm cloud's hurt, rates went higher than people thought stock market's down 20%. the ipo market disappeared and the economy, of course, we all talk about it. it's like the weather. we don't really know, and i hate guessing about that. we s

i'm carl quintanilla with mike santoli.and david faber have the morning off market hanging in on the heels of a pretty good jobs number right in line with expectations. slight deceleration from the prior month and wage gains cutting cut in half from the initial print. more data crossing the tape. rick santelli's got it >> our december reads on the ism service side of the equation, and every eye is going to be glued to this. it's all about the service sector and how prices are moving the index itself moved under 50. it's in contraction mode 49.6 we haven't been under 50 since may of 2020 when it was at 45.2. that's not good. on the employment side, also under 50, 49.8 49.8 well, we were at 49.1 in october, so that has been under some pressure. if we look at prices paid, 67.6. in the rearview mirror is 70 67.6 is the lightest that read has been since january of 2021 that's something the markets are definitely going to pay attention to it's all about services and prices ism new orders, 45.2 that obviously is now in contraction

i'm carl quintanilla with morgan brennan and david faber.kets swirling around on the heels of a cpi number that did come in negative month-on-month, down a 0.1 and year-on-year rate back to 6.5. >> we're 30 minutes into the trading session. here are three big movers. taiwan semi reporting its first quarterly revenue miss in two years. the company says it sees an end to the chip shortage but also plans to reduce spending stock moving higher probably because of that. up 4%. kb home missing on the top and bottom lines q4 net punching 80%. orders are down big again this quarter. higher mortgage rates, uncertain inflation, uncertain economy making home buyers more cautious you can see, as i said, shares down 4%. >>> we'll end with disney, electing mark parker activist investor nelson peltz pushing for a seat on the blue chips board. we'll have a lot more from that sitdown with peltz later this hour shares of disney up 2.5% >>> first, though, let's turn to cpi, fell 1% in december, in line with expectations our senior economics reporter, steve lie

on the street," "techcheck" starts now >>> good thursday morning welcome to "techcheck," i'm carl quintanilla with jon fortt and deirdre bosa coming up this hour the growth debate earnings versus econ some bearish commentary, bullish data what side of the market should you be on. tesla turn around, the in 2023 later, an exclue wisive with the of jetblue we'll get his take on the consumer in a moment >> let's look at the market as investors digest as you can see the dow up about .3%. it's the nasdaq that's continuing to be the outperformer comei coming off some of the earlier gains, tesla is on a tear energy led by chevron after announcing a buyback on the flip side the safety trade moving lower with consumer staples and health care lagging, john >> let's start with the data and earnings headline economic data coming in strong, durable goods surge, jobless claims remain low. on the earnings front, corporate america isn't painting the soft landing picture the econ data might be dom, can you sort through this for us in. >> we can. a little bit over a quarter of companies in in the s&p have repor

. >>> happy wednesday welcome to "techcheck" i'm jon fortt with carl quintanilla and deirdre bosa microsoft downgraded, meta named a top pick salesforce surge on labor plans. details on the plans to cut a tenth of the workforce and will jeff bezos pull an iger maybe a second round as amazon's ceo? i don't think so >> find out what they mean we want to kick off this morning with two big calls on the street today. a buy call on meta and a downgrade of wall street darling microsoft. meta, to say it's seen its resurgence would be an understatement went from a dud to a favorite. stock got upgraded to buy at j.p. morgan, a top pick of the year at citi and goldman and new street initiating it with a buy today. why the optimism analysts are citing increased cost discipline to a rebuild of the ad platform, and the general idea that the negativity is getting priced in. let's bring in cnbc contributor to todd gordon to talk about it the note is interesting, they argue the privacy changes are getting absorbed, see tiktok as a threat that may fade later in the year is that pollyanna or not >> i think so

on the street" is next ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanillaith jim cramer, and david faber. futures still absorbing that guidance from microsoft last night. nasdaq futures are weak, yeeds lower too as some of these macro slowdown worries come in microsoft forecasting the recent slowdown will continue and suggesting the cloud growth will stay muted >>> plus, boeing shares are under a bit of this morning. ceo david calhoun is going to break down the quarter with us that's just a few minutes away >>> and targeting google once again. the doj and several states accusing the tech giant, alphabet, of abusing its dominance in digital advertising. >> real rockefeller situation there, don't you think like exxon, standard oil teddy roosevelt? give me a break. >> we'll begin with microsoft, though, under pressure in reaction to that guidance on cloud. the company's slowest growth in about six years. satya nadella last night addressing economic uncertainty on the earnings call >> as i meet with customers and partners, a few things are increasingly clear ju

i'm carl quintanilla with jim cramer david faber has the morning off. premarket is green amid softening signs of recession in europe and oil markets we'll get some fed minutes this afternoon. our road map begins with tech's troubles, though, salesforce announcing cuts and both apple and tesla seeking to claw back those losses from yesterday. >>> plus, fraud and scams alert. regulators delivering a joint warning to banks over crypto risks. >>> and ge completes the spin ofspinof of its healthcare unit set to start trading today. we'll begin with salesforce's plans to cut about 10% of its workforce. marc benioff explained, "the environment remains challenging, and our customers are taking a more measured approach to their purchasing decisions i've been thinking a lot about how we came to this moment as our revenue accelerated through the pandemic, we hired too many people, and i take responsibility for that. total employee base, 79,000. you could be talking about 8,000 employees. >> yes, and also salesforce tower. i mean, the work-from-home has really left

. >>> good monday morning i'm carl quintanilla. with deirdre bosa and jon fortt. six percent of spotify employee's cut and wayfair two upgrades from sell to buy. >> let's check the markets as we kick off the trading week, we are in rally mode. stocks are near session highs. you can see the nasdaq leading the way, outperformer despite a rise in yield. materials, your laggards >> we begin with some activist action on this 34monday morning elliott investment has made an invest in salesforce this comes as the stock has continued to underperform and the company announced layoffs. frank holland is here with details. >> you know, let's start with salesforce outperforming the nasdaq elliott management taking a stake in the giant we got a statement saying the respect for founder and ceo mark benoff and saying we look to work constructively with salesforce so one area that analysts and other investors have mentioned is the underperformance when it comes to shareholder value one area is free cash flow generation you look at salesforce compared to cloud peers, service at 17%

i'm carl quintanilla with morgan brennan and david faber at the new york stock exchange.where we'll get a lot of earnings. maybe a third of the s&p along with serious eco data as well. >> that's right. we're 30 minutes into the tr trading session. spotify shares soaring after cutting roughly 600 jobs along with the content and advertising chief, don ostref. >>> wayfair shares rallying after two double upgrades. both jpmorgan and bank of america getting bullish on the company and its cost control measures they, too, recently announced -- wayfair, that is, recently announced layoffs. we'll talk to an analyst of that call later this hour shares up 25%. >>> salesforce, activists piling on elliott management joining starboard in taking a stake in the dow component. salesforce has seen its market cap halved since 2021 as growth has slowed and shares are up 1.5% david, the latest? >> and there's another activist as well. we believe there are four in total. and, you know, this is a company that does have nominating window for board of directors next month. certainly the possibili

i'm carl quintanilla with jim cramer at the new york stock exchange david has the morning off. futures lost ground after adp comes in hot and jobless claims coming in below estimates. m plenty of fed speak today. amazon's belt tightening, cutting more than 18,000 jobs. the latest company to ramp up cost cutting watching yields climb after comments from esther george a few moments ago. s signs the fed does remain in hiking mote, and silver gate plunging, customer deposits plunging on what it calls a, quote, crisis of confidence. let's begin with amazon announcing plans to eliminate more than 18,000 jobs. andy jassy said the company stores and human resources teams are bearing the brunt of the cuts he says, quote, amazon has weathered uncertain and difficult economies in the past and we will continue to do so. these changes will help us pursue our long term opportunities with a stronger cost structure, however, i'm also optimistic we'll be eventful, resourceful, and scrappy in a time where we're not hiring expansively and eliminating some roles that showed you you were in tune wi

i'm carl quintanilla with jim cramer and david favor the market absorbs the netflix quarter, these layoffs at alphabet and before the blackout window begins. our roadmap begins with netflix. smashing subgrowth the stock is surging. >> plus, tech layoffs, they are spreading. alphabet is going to be axing 12,000 employees way fair cutting 12% of its employees. elon musk set to testify in the trial over the 2018 fun secure -- >> let's begin with netflix beating expectations by adding 7.7 million subs announcing changes in the c-suite. reed hastings stepping down as co-ceo and here's what hastings had to say about the moves on the earnings call last night >> i couldn't be happier to complete our succession process. it really started about ten years ago with the board trying to think through how could this work they both have such amazing talents and gifts and to find a platform where they've been able to contribute is fantastic >> as he said, after 21 years. they've had a good start, jim. >> what a clinic they put on last night it was truly joyful. it was definitely super bowl worthy one of th

i'm carl quintanilla with jon fortt and deirdre bosa spotify surge.>> good day for gm. that stock higher, dee. >> let's get a check on the markets. stocks look to rebound from yesterday's losses take a look root now the dow industrials up 0.25% but nasdaq up more than 1% it's the e

i'm carl quintanilla with morgan brennan and david faber.roduction, getting fresh data a comb moments ago for that we'll turn diana olick. >> builder sentiment in january for single family homes after 12 straight monthly decline, sentiment rose four points to 35 anything under 50 is still considered negative, but the street was looking for another drop builders point directly to the recent drop in mortgage rates off the highs we saw last fall, the 30-year fixed a full percentage point lower to the lower 6% range of the builder indexes, current sales rose to 40, sales expectations increased two points to 37 and buyer traffic rose three points to 23. regionally on a three-month moving average confidence was still lower across the nation, lowest in the west and highest in the south in the report nihb chairman jerry con jers said the rise in builder sentiment means cycle lows for permits and starts are likely near and a rebound for home building could be on the way later in 2023. we get december reads tomorrow morning at 8:30. let's head over to

i'm carl quintanilla, morgan brennan is back, david faber gains 1.5% lower and short-term yields.ore headlines suggesting china's reopening continues along with its regulatory crackdown, even as oil retains a bid this morning. >> we are 30 minutes into the trading session. here are some big movers we're watching two retailers tanking, lululemon warning holiday shares will decline. and macy's cautioning holiday quarter sales will come in light. we'll have more on this sector later this hour. >>> piper sandler upgrading uber to outperform from neutral, betting increased car prices will push consumers to ride-share platforms stock up almost 5% >>> meta continuing to climb higher in the new year as jeffries names that social media stock a top pick for 2023 saying meta will be the best performing mega cap driven by reductions and new monetization drivers shares up 1%. >>> the second week of trading in the new year, but has the market already shown its hand for 2023 mike santoli at the desk at post 9. we've seen pieces of year-to-date treasuries and commodities. what else? >> some theme

i'm carl quintanilla with deidre bosa and jon fortt >>> a rate decision coming, the busiest week of earnings and jobs all on deck for the later in the week. the tiktok ceo heads to washington what that means for competitors like meta, snap and alpha. later in an exclusive with the ceo of sofi, that stock popping on a pretty upbeat forecast. >> let's get a check of the broader markets as we take a look at the last week of january. stocks today are near session lows the nasdaq isleading the declines, off more than -- nearly 1.5%. that move coming as rates move higher ahead of the big fed meeting this week. the safety trade outperforming this week. staples, utilities, they are rallying tech and energy are the laggards, jon. the ten year at 3.546. >> you could say it is a make or break week for the markets and for the rally. we'll get the fed's decision on interest rates on wednesday. investors are hoping that a slowdown in hikes is here. the street's anticipating 25-basis-point hike. 50, frankly, still in the cards. then we have a slew of data that's going to give us a glimpse into the state of

i'm carl quintanilla with dear bra bosa and jon fortt 15% gains since last tuesday we're going to talk with the cfe. and a debate on coin wall street says the company will survive and even thrive and piper and jefferys says uber is a buy we have what it means. >> carl, let's kick things off with the tech rally. the nasdaq led friday's gains and is leading once again today. techs, the top sectors, high his take a look. my question to you, dee and carl, is, are the markets focused on the wrong thing here? are investors brushing aside some fundamental things and focusing on the soft landing narrative that's formed? i can't help but notice, dee, friday macy's warned based on weak consumer demand they've been managing inventory well, but said after cyber week, demand really fell off more than expected so that stock is down about 8% right now. and then lulu warned this morning, a different story, higher inventory levels. they're selling that, too, but it looks like they're discounting that a lot they warned about margins. that stock is down, what, almost 10%, 9.5%. but those are an anomaly i

i'm carl quintanilla, morgan brennan and mike santoli david faber has the day off.ican express, intel. we have more data crossing the tape let's get to rick santelli >> yes, some very interesting data as well, carl pending home sales for the month of december, remember, these are pending contracts for things like single family, condos, co co-ops, contracts written but not yet closed they were up 2.5% on a month over month, up 2.5%. doesn't sound like a lot but it's the best since october of '21. in between then and now, we had months down close to 9%. if we look at the year-over-year numbers, minus 25%, last month's was the worst on record keeping, and before it was revised, even a larger negative. minus 34.3, as ugly as that is, is actually the best number going back to soept when it was only minus 29% and change. so, we'll take any improvement we get we can see higher interest rates have not been kind to the housing market university of michigan sentiment, january final, we are replace the mid-month read with a better read, 64.9. that's the headline. current condi

i'm carl quintanilla with jon fortt and deirdre bosa spotify surge. biden thinks about cutting huawei. >>> good day for gm. that stock higher, dee. >> let's get a check on the markets. stocks look to rebound from yesterday's losses take a look root now the dow industrials up 0.25% but nasdaq up more than 1% it's the ev makers, liucid, tesla, rivian there. the dow is up 2% the s&p on pace for its best month since 2019 and the nasdaq, listen to this, it is up 9% this month alone that would make it the best month since july, jon. >> of course it's going to stay that way today's move being driven by at love earnings. nearly every sector from fast food to machinery and energy, while the industries might be different, inflation and pricing continue to dominate the conversation our dom chu has more >> so, jon, as we talk about the reports we've seen, the market reactions have been mixed. we're off the worst levels of the session. they've all been generally good earnings reports if you take a look at mcdonald's, down 2.5%, caterpillar down 4% and exxonmobil u

i'm deirdre bosa with carl quintanilla and jon fortt. too early to rush back into tech the sector's severe downturn still has legs and we'll ask the ceo of the nasdaq about that, along with the trade desk ceo and amazon's head of devices later, call it a tech tug of war on chat gpt's new evaluation we'll debate it it's one of our friends. >> let's take a look at the market reaction to the jobs numbers. all the major indices moving up as non-farm payrolls beat estimates for december everything up about 1.5% more important, wage growth came in belowexpectations, indicating inflation may be reaching its peak. that's not the whole story still lower this morning you can check out there on the scre, asana down almost 2%, roblox about flat. coinbase down 1.75%, bill.com also flat. carl, it's not all together clear that the wage growth is all that's being focused on here we have quite a few hours left of trading to go >> indeed. but your point about technology certainly communications services, info tech, the ndxd, five weeks down. clearly has b

i'm carl quintanilla with deirdre bosa and jon fortt today, proxies, outperformance nelson peltz wants to restore the magic to disney. later, cpi prints in line with estimates, and growth stocks to consider this morning. we'll talk to the ceo of one of those names, box, the rare tech outperformer in 2020 with aaron levie joining us on set. >> let's get a quick check on markets, coming right in line with expectations, and we're off highs. the nasdaq is underperformer, giving back some gains from the beginning of the year, down about .4%. the dow industrial up about 90 points energy and communication services are leading health care is your laggard. within communication services, guess who, disney taking the reign, seeing a 3% gain. what a good interview with nelson peltz >> disney having a good day. having a great start to the year as well. stock's having one of the second best performer stocks so far this year. the three-year down 50 pest from the all-time high in march of 2021 in fact, it's back below where it was pre-pandemic and a big part of that drop was due to the latest quarter,

i'm carl quintanilla with deirdre bosa and jon fortt we're going to tell you more top picks for meta why the street is so bullish on mark zuckerberg and company. jim briar will join us from davos. later on, the reason why a new ceo could be coming soon. >> carl, it is anhour and a half into trade. let's check out the markets as concerns about fed overtightening start to take hold today's jobless claims signaling that this labor market is still resilient. right now you're seeing the dow industrials down 0.7 of a percent. the nasdaq composite is down 1.2 of a percent we've got a speech from fed price chair lael brainerd and we are going to be kicking off the tech season. >> earnings is where we begin today. netflix as youmentioned, the first big test for tech investors bracing for a sharp drop in earnings dom chu with us now, has a look at how the street is thinking about declining profits, to the extent there were any profits. >> there are going to be profits but there will be declines and big ones to your point, jon. if you take a look at the ones that we focus on so often, which are

. >>> good wednesday morning, welcome to tech check, i'm carl quintanilla with deirdre bosa a we're going to discuss microsoft's impact on macro. more results tonight, actionable tech bets after the bell, why investors are watching tesla, ibm, and service now later on, the quote, buy of the century. the ceo tells us why wall street is so bullish on that stock. >> well, those microsoft earnings, as you mentioned, carl, taking a toll on the broader indices, the nasdaq on pace this year 25% removed from its most recent 52-week high with the three-week win streak, looking likely to end. see names like data dog, snowflakes, mdown 2% on the doj lawsuit over the ad business another drop this morning, though, is big tech gets hit early. the other earnings piece of the puzzle, of course s tesla. that is today after the bell against, backdrop of elon musk's court appearances right here in san francisco this week. that stock down with the rest o. ma -- of the market, up 30%. the street is expecting record results tonight. >> let's start with microsoft, shares are lower this morning but off the lows,

i'm carl quintanilla with morgan brennan and david faber live at the new york stock exchange.through powell this morning at 9:00 a.m. without major waves. futures recovered, dow up 50 as we try to get back to 3900 getting some economic data across the tape and for that we turn to rick santelli. >> wholesale inventories, our final mid-month read is replaced by up 1% remains up 1%, which is the best level, meaning the biggest month-over-month change in august in terms of inventories we know inventories have taken a bit of a hit as many entities, of course, were over inventoried, letting them dwindle a bit. wholesale trades for november down 0.6%. we were expecting a positive number there down 0.6%. actually is the weakest level going back to july when it was minus 1.5% definitely a disappointment there. we see that yields are close to challenging yesterday's 3.60 high yields and tens backed away a bit. below the market, good support, around yesterday's lows, around 3.50%. morgan, back to you. >> thank you. >>> we are 30 minutes into the trading session. here are three big movers

departures reports now say that ground stop's been lifted we'll get to that story in a moment i'm carl quintanillaith jim cramer and david faber futures relatively steady as we brace for december cpi in just under 24 hours but we will begin with the airlines, jim. reports that they were trying to restore an outage of this notification system for crews, and you're talking well over a thousand flights delayed, at least. >> we seem to be just hopeless in terms of the amount of money we're spending on technology phil lebeau alluded to that. i keep thinking about, had i known that southwest had such poor technology, which apparently was an open secret, the stock would not be at 35 david, again, i mean, you heard the faa. they have bad technology now, when you hear "bad technology," and you hear "air safety," those don't go well together >> that's true we are spending an enormous amount on infrastructure >> well, that's good >> so, one would hope perhaps some of that will go to upgrading various technologies at various places, but i don't know, because this is not my area of expertise. >> wouldn't it ha

i'm carl quintanilla with morgan brennan and david faber at the new york stock exchange, as we had aopen, as some names were halted, some prices askew we're back to normal, circulating around the 4k level on the s&p. >>> we're 30 minutes into the trading session. all dow components we're watching this morning. verizon down, adding around 41,000 subscribers after two consecutive quarters of loss shares are down %. >>> j&j on the move after mixed results. missing on revenue but beating on profits after headwinds weakened in the quarter. >>> finally, 3m falling after missing estimates for the quarter and announcing plans to cut 2,500 global jobs, citing macro economic challenges. ceo blaming slower than expected growth on, quote, rapid decline on growing markets those shares are down about 5.5% on what is a busy day for earnings, especially industrial earnings which, david, we'll be talking a lot more this hour with key interviews. >> including larry culp from ge. >>> we're also just 48 hours away from the first reading on fourth quarter gdp it could be the last good number we get for a

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer historically bad quarter and guide from intel last night. meantime, the data today, fairly constructive core pce, the fed's preferred measure of inflation, the slowest annual rise in a year and a half vicks is below 19. our road map begins with intel's no good, very bad quarter, pat

i'm carl quintanilla jim cramer david favor has the day off.half of the prior month's initial print. yields tick lower after europe had cooler than normal data. roadmap for jobs, surprising to the up side of december. we wil

. ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer including the fed, a jobs number, an opec meeting, two-year yield is back to 4.25%. road map begins with a test of that rally >>> plus we're keeping a

i'm carl quintanilla with jim cramer and david favor the market absorbs the netflix quarter, these layoffsech layoffs, they are spreading. alphet

the street" is next ♪ >>> good thursday morning, welcome to squawk"squawk on the street," i'm carl quintanilla hot eco-data. whether that's durables or

i'm carl quintanilla with jim cramer david faber has the morning off.some fed minutes this afternoon. our road map begins with tech's troubles, though, salesforce announcing cuts and both apple and tesla seeking to claw back those losses from yesterday. >>> plus, fraud and scams alert. regulators delivering a joint warning to banks ove

see you tomorrow ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla new york stock exchange. futures trying for a rip here after cpi comes in negative by 0.1% we'll talk about the implications for the fed and the markets, along with this new proxy fight at disney in a few moments as the guys on "squawk" told you nelson peltz seeking a seat on disney's board we'll begin, though, with december's cpi, in

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerns with the soft landing scenario. >>> plus jpmorgan's ceo, jamie dimon, is still pointing to plenty of economic clouds, saying there is a lot of unrl

." ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerures, modestly green here as the market absorbs a morning of soft ecodata ppi is a miss. retail sales down more than double the estimate. yields backing off the curve two-year near 4.12%. our road map begins with easing fears in davos, anyway, as hopes rise for a soft landing.

on the street" is next ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanillaguidance from microsoft last night. nasdaq futures are weak, yeeds lower too as some of these macro slowdown worries come in microsoft forecasting the recent slowdown will continue and suggesting the cloud gwi

departures reports now say that ground stop's been lifted we'll get to that story in a moment i'm carl quintanillas we brace for december cpi in just under 24 hours but we will begin with the airlines