i'm carl quintanilla with sara eisen at the new york stock exchange.ins us this hour as fighting in the middle east stretches into its fifth day. >> and the dealmaker behind birkenstock's highly anticipated ipo. >> and later, a new short from muddy waters. carson block will join us with a sector he says to be bearish on. >>> let's start with the markets. wholesale inflation, ppi coming in a bit hotter than expected this morning, signaling the fed might need to continue to raise rates, at leas

i'm carl quintanilla with sara eisen live on the floor of the new york stock exchange. he says the recent move in the bond market means the fed can keep rates at their current levels. >>> an exclusive with the top executives at fashion giant shein. more on its plan to disrupt the industry and details on the expanded partnership with forever 21. >>> pinterest surging on the heels of their results we have an update moments away. >>> first, a check on the

i'm carl quintanilla with david faber and sara eisen. cramer has the morning off. we kick off the month of october in q4 with a government shutdown averted for now. tons of fed speak this week, a lot of eco beta. our roadmap begins with the beginning of q4, all major indices coming off their first negative quarter of the year. >> we'll keep an eye on a lot of the ev makers, they have delivery numbers that are of importance for us. >> we don't know how big. >> no. >> kellogg nova set to begin trading today at the nyse. we'll talk to the ceo later this hour. >>> we talked about the pain we got through in q3. a bunch of new notes this morning of top pick lists out of the major strategists. so we're guaranteed some data. >> maybe the fed won't be flying blind into the next meeting. we'll get the big jobs report on friday. we'll get the jolts report before that to see if job openings have come down and the inflation report next week. those will be the determinants. november is looking like a coin flip on whether the federal reserve raises rates. the back drop here of ri

i'm sara eisen with carl quintanilla.nion with an earnings beat. the company says they're beginning to see a slowdown in demand. >>> speaking of earnings, a first on cnbc interview, royal caribbean ceo jason liberty is ahead. they raised guidance up 100%. >>> markets continue to see some pressure nasdaq has fallen below the

i'm carl quintanilla live from the new york stock exchange.ity's head of macro is with us this morning. >>> a warning on the three bears that could break the market. sa satori funds dan niles is with us. >>> wells fargo's head of fixed income weighs in on higher rates and why a harder landing may be inevitable. >>> we start the hour with the activity in the bond market, which continues to dominate sentiment for stocks, which are selling off and the momentum is fading fast here. s&p down

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramert post nine of the new york stock exchange. david faber has the morning off. premarket is holding on to gains despite september cpi running a touch hot. up 0.4% on headline. core was in line. yields are higher, but that ten-year, managing to stay below 4.6% for now as we turn our attention to earnings next. our road map begins with that latest inflation print. hotter than kpexpected for the month. >>> the uaw expanding its labor strike against ford, targeting one of the company's largest plants. we'll get the latest. >>> and the iae saying the israel-hamas war has oil markets on tenter hooks. >>> the general take means the fed may look past this one. >> well, look, they're struggling on shelter very much because it's rent. they took the housing out in the early '80s, and there's just not enough places built. we had some numbers this morning, i was watching on frank holland's show. it's 1% down in new york. that's not -- that's not going to cut it. jay powell wants to see housing rolled

nooelts ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with saraisen and mike santoli. futures under some pressure this morning with bonds yields still flirting with these cycle highs. oil near $90, the president in israel and the market very sensitive to headlines. our road map is going to begin with a big day. p&g beats. morgan stanley topping estimates. netflix and tesla after the bell. >>> plus, china's outlook, q3 economic growth coming in better than expected. jpmorgan, citi, and nomura all boosting their forecasts on the data. >>> the nvidia headwinds. morgan stanley and citigroup lowering price targets on the stock after new u.s. restrictions on chip sales to china. shares down nearly 2% ahead of the open. >>> let's get to the markets and this busy morning on the earnings front. we're graduating, sara, from the big banks, although we got morgan stanley today, into some of the regionals and more of the consumer names as well. >> kind of a mixed picture across the board. i think front and center is still this move in bond yields that we have

i'm sara eisen with carl quintanilla live from post 9 of the new york stock exchange.ns from the earnings. what went wrong and right for each. >>> san francisco's president larry bair is live from oracle park. he'll joining us with his plans to revitalize san francisco. >>> we have a first on cnbc with the ceo of novis. >>> we talked about the ten-year yield getting close, within two basis points of 5. meanwhile, holding by one point. a lot is still headed our way as we get a ton of fed speak over the next, say, ten hours. >> the

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer,avid faber at the new york stock exchange. september payrolls, a blistering 336,000, more than double the estimates, but wage growth up only 0.2 is the smallest gaining in more than a year. that's keeping the ten-year yield from taking out the highs earlier in the week. right now, 4.78%. our road map is going to begin with the jobs blowout number, sending yields sinking. >>> we have a mega deal in the oil patch. >>> and is it the time to buy tech? citi's upgrading the global tech sector, suggesting a recent pullback might be a good opportunity. we'll talk through that as well. >>> let's dive into the jobs number. as we said, 336,000. we were looking for somewhere in the 150,000 range, jim. hospitality, up 96. government, up 73. >> you can't stop this thing. hospitality is very interesting because a lot of the people feel the travel and leisure bull market ended two months ago, and yet it's just the analysts. because whether it be cruise, hotel, restaurant, the numbers are great. and ev

good wednesday morning welcome to another hour of "squawk on the street" i'm sara eisen with carl quintanillast nine of the new york stock eccex exchange look at stocks early action, not a lot of green, energy is the only one higher. a lot of it is earnings driven. health care also under pressure. information technology is holding up better. mixed picture. the nasdaq is down the worst, down 1.5% right now. thanks to earnings movers like alphabet weighing overall. microsoft offsetting that a bit. tesla is higher, t mobile is higher. we'll talk to the ceo in a bit. 30 minutes here into the trading session. here are other movers we're watching. boeing shares flying higher despite cutting the 737 delivery target. ceo david cal hhoun speelaking us in the last hour. more on those numbers later. >>> and t mobile is higher. we'll speak to the ceo of t mobile and imax. and general motors beating higher thanks to demand for armored vehicles. >>> let's get to diana olick. >> good morning. new home sales in september took a much wider than expected jump, 759,000 annualized. the street was looking for 680

i'm carl quintanilla. the geopolitical and global economic impact of the conflict in israel.private credit. kkr's co-head of credit and markets is here. >>> oakmark out with new picks, new buying opportunities to talk about. bill nygren is going to join us. >>> attacks on israel and the market reaction. let's bring in cnbc senior market commentator mik

i'm carl quintanilla along with sara eisen on the floor of the new york stock exchange. cooling labor market. the manager of a $388 billion fixed income portfolio is with us next on what could be coming. >>> plus, fewer iphone upgrades resulting in an apple downgrade

i'm carl quintanilla with david faber, sara eisen, at post nine of the new york stock exchange.ramer has the morning off. premarket is adding a bit to thursday's losses. even with yields backing off a touch, powell's speech seen by some as dovish, but we are going into a weekend of geopolitical uncertainty. vicks near 21. our road map begins with a watch on yields. ten-year does cross 5% for the first time in 16 years, stocks looking to pull back at the open. >>> plus signs of a resilient consumer. amex beats expectations, record revenue for the sixth straight quarter. >>> and transports continue to be in focus. they're on pace for what would be the fifth straight weekly loss for that group. csx reporting a mixed quarter on weaker rail demand. knight swift saying freight demand remains steady. >>> let's get to that ten-year hitting 5%, as we said, late yesterday. this is what the chair had to say about bonds and rates. >> are we seeing the longer run bonds? increases in rates? are we seeing those come through in financial conditions in a persistent way, and i think if you look a

." >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with david faber and sara eisen at the new york stock exchange. the market watching for headlines on israel-gaza. we'll get 15% of the s&p this week in earnings. our road map begins with the big week ahead for investors as we get set for all of these results, including b of a. as we said, netflix and tesla in there as well. >>> we got pfizer. it slashed its sales forecast for its covid vaccine and therapies late on friday. shares not going to be down ahead of the open. >>> watching apple. reports of disappointing iphone sales in china. >>> let's begin with the new week for the market. it's going to have something for everybody. we're going to be on the lookout for geopolitical headlines. earnings season will heat up. the fed speak calendar, sara, is insane. >> it's heavy. there's a lot of them. what's interesting is that fed speak has moved from hawkish to dovish now for the markets because increasingly, you've got a number of these fed speakers saying, we're okay waiting and seeing the impact of our

i'm sara eisen with carl quintanilla live on the floor of the new york stock exchange. has there been enough pain to generate gain? tiffany wilding weighs in on how this market and how to get ready for the fourth quarter. >>> a clean start. da davidson says enough damage has been done to clorox recently and the stock is ready for a breakout. he'll join us for that call. >>> is the hulu drama getting closer to an end? look at what comes next for comcast and disney this hour. >>> kicking off q4 and the month of october, dow down 140. s&p down almost 8. nasdaq up half a percent as we get a lot of top ten pick lists for q4. some do include the magnificent seven. >> which sold off heavily in september. >>> topping the tape, after a rough few months, two months, that have tested the market's up trend, the question, has there been enough pain to generate gains? cnbc's senior market commentator mike santoli joins us. we had a selloff. didn't feel panicky. >> it didn't tip us into outright panic. below the surface a little worse than that. the median stock off 15%, 16% from its

i'm carl quintanilla. the geopolitical and global economic impact of the conflict in israel. y you. >>> resurgence and optimism around private credit. kkr's co-head of credit and markets is here. >>> oakmark out with new picks, new buying opportunities to talk about. bill nygren is going to join us. >>> attacks on israel and the market reaction. let's bring in cnbc senior market commentator mike santoli. on "squawk box," mohammed el. >> s&p giving back about 40% of the gain from friday. if you look at a long-term chart, it's hard to identify these conflict points as being turning points. that being said, the market is in a rational, localized way, punishing those groups that seem like they're going to be, perhaps, disadvantaged, like the travel related. you get a bit in defense and energy. it's reflex. there's a lot else going on. we kind of had a cushion because oil prices backed off from their highs. treasury yields, they're proxies based on futures and etfs look like they're easing back a bit as well. you know, i think sentiment was already pretty reserved. it wasn't like

i'm carl quintanilla on the floor with sara eisen. citi remains bullish on the year-end outlook for the s&p price target, 4600 we'll check in with u.s. equity strategist scott kronert coming up. >>> uaw and gm strike a tentative deal but the damage has already been done, especially in the chip sector. we'll look at things with the ceo of on semi, as that stock sinks. >>> why financials and oil companies are significantly undervalued in today's market. we'll talk about his stocks to target later on. >>> first up on stocks, the s&p 500 up a little more than 0.5% we were up a full percent around the open the dow is up 300 points and the nasdaq climbing back after last weeks. let's bring in senior markets commentator mike santoli you're watching the consumer discretionary sector what's moving here >> specifically, if you contrast how well the economic numbers have been coming in, and everything we heard last week about pce and the total spending levels, and then you look at how the market's reacted to it, it's so clear that the market is

." ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramert post nine of the new york stock exchange. david faber has the morning off. futures are holding their gains despite the worrisome headlines out of israel and gaza. you can thank a steady series of beats today. speaking of earnings, blackrock's larry fink will join us here after the opening bell. our road map begins with the banks topping estimates across the board. >>> the microsoft/activision deal officially done as britain's watchdog gives the green light. >>> boeing is the biggest drag on the dow, expanding this probe of the production defect on the max. >>> let's begin with the banks, jim. overall, not just the beats, some of the commentary about investment banking, efficiency ratios look good. >> it's funny because obviously this group came in as cold as i've ever seen it. what a change from even earlier this week when pepsi came in hot and then rolls over. i mention that because that was the first big quarter. these quarters, when you listen to them, you forget how much money th

. ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer,ho's back, david faber at post nine of the new york stock exchange. futures trying to recover as the ten-year peaks just above 5%. plenty of m&a to get to today, including a mega deal in the energy patch and the biggest week of earnings season on deck. >>> our road map begins with stocks sliding to start this new week of trading. s&p closing below its 200-day mo moving average for the first time since march. >>> plus a mega deal in the oil industry. chevron is buying hess. we're going to have the ceos of both companies joining us here at post nine momentarily. >>> and one of apple's largest suppliers, foxconn, reportedly being investigated by authorities in china. they are said to be conducting tax audit inspections and revving land use of foxconn subsidiaries. that is pressuring sales of apple a bit as we get started with trading 29 minutes from now. >>> carl? actually, i'm going to send it to myself. thank you, carl. we do start not with the markets itself but with that major deal in

i'm carl quintanilla on the floor with sara eisen.r-end outlook for the s&p price target, 4600 we'll check in with u.s. equity strategist scott kronert coming up. >>> uaw and gm strike a tentative deal but the damage has already been done, especially in the chip sector.

i'm carl quintanilla with sara eisen live on the floor of the new york stock exchange. vince reinhart, why he says the recent move in the bond market means the fed can keep rates at their current levels. >>> an exclusive with the top executives at fashion giant shein. more on its plan to disrupt the industry and details on the expanded partnership with forever 21. >>> pinterest surging on the heels of their results we have an update moments away. >>> first, a check on the markets right now. we've seen stocks recover a little bit from some early morning losses with the s&p 500 now in positive territory, up about 0.25 of 1% if you look at yields, they've calmed down from the places we were in the prior few weeks. we're seeing the ten-year note yield below that 5%, even though the employment cost index, eci, comes in a little firmer consumer confidence also came in a little better, which was a bit of a surprise. but nothing that really steers the fed, for instance, away, which just kicks off a two-day meeting, to pausing tomorrow and thinking about a too hot economy at thi

i'm sara eisen with carl quintanilla. after a golden era of private he can quequity >>> old dominion with an earnings beat. the company says they're beginning to see a slowdown in demand. >>> speaking of earnings, a first on cnbc interview, royal caribbean ceo jason liberty is ahead. they raised guidance up 100%. >>> markets continue to see some pressure nasdaq has fallen below the 200-day joining the s&p and the dow. we'll keep an eye on the markets and see what all this means, of course, for the global economy rates a big picture with a lot of macro data. on the markets, growth versus value. growth has outperformed value in the last decade. is there a case to be made at these levels joining us at post 9, research affiliate and founder of the board, rob arnaut. $130 billion is managed globally using its strategies what did the gdp and core print say to you today >> basically, none of it comes as a surprise. we're in an economy that i think is going to be showing signs of slowing. we have -- there's no such thing as a rec

i'm carl quintanilla live from the new york stock exchange. is the boom or bust cycle for stocks here to stay? fidelity's head of macro is with us this morning. >>> a warning on the three bears that could break the market. sa satori funds dan niles is with us. >>> wells fargo's head of fixed income weighs in on higher rates and why a harder landing may be inevitable. >>> we start the hour with the activity in the bond market, which continues to dominate sentiment for stocks, which are selling off and the momentum is fading fast here. s&p down 0.75%. senior markets commentator mike santoli taking a look at that question. doesn't feel very settled. >> no, and not persuasively so. we did get a bit of pressure taken off that surge in bond yields yesterday. this morning it seems a bittentive ahead of the jobs number tomorrow. it's unclear to me you're going to get a lot of decisive moves. the scene is set for potentially some near-term reversals in both fixed income and in equities. of course, as you've been saying for days, it always gets this way

i'm sara eisen with carl quintanilla live from post 9 of the new york stock exchange. >>> today secretary of state anthony blinken arriving in israel. we're live in tel aviv with the latest on the ground. a member of the elite military turned venture capitalist. >>> adam salipsky, as amazon faces increased regulatory jute any and increased competition. >>> and more from the sitdown with david beckham. the look inside the signing of messi in miami, and new deal with authentic brands and jamie salter. >>> we'll kick it off with the markets following today's firmer than expected inflation, cpi reading. where does that leave the fed and the markets? joining us is ibm vice chairman gary cohen. just the man i wanted to talk to. how do you read the numbers today, too hot for comfort? >> sara, i read the numbers as everything in the economy is starting to normalize. you know, weave've been talking about the recession, the hard landing, fed increases, talking about fed decreases. i think what we're starting to see now is an economy that's acting a lot more predictable and a lot more normal. the st

carl quintanilla asked me about it. i tell him it was time to -- >> buy buy buy buy buy buy buy!you see, there's a new person running walgreen's, a knowledgeable health care industry veteran. exactly what is needed at this company. and he will reinvent it. soon i'm betting it will no longer be what i call a theft machine. when i was in san francisco a couple of years ago i saw the person in front of me at a now closed walgreen's rob the register using a knife. no one seemed to think anything of it. it was just another day at work. and then i was in del rey i saw a thin man stuff his sweater to the point where it looked like he needed wegovy. i mention td to the woman at the register. she said that's okay, he's in here all the time. never thought of that. now, i don't think that the new ceo tim wentworth will zone out like that. i don't think he's going to tolerate having his stores get robbed so easily. more important he'll be the person who steers walgreen's toward being not just drugstore but your health care company. i've been thinking about this. i'm going to come up with som

i'm carl quintanilla with sara eisen at the new york stock exchange. mark esper joins us this hour as fighting in the middle east stretches into its fifth day. >> and the dealmaker behind birkenstock's highly anticipated ipo. >> and later, a new short from muddy waters. carson block will join us with a sector he says to be bearish on. >>> let's start with the markets. wholesale inflation, ppi coming in a bit hotter than expected this morning, signaling the fed might need to continue to raise rates, at least that might be on the table. today the fed's governor, michelle bauman says the policy rate may need to rise further to stay behind the goal. so what should we expect from monetary policy and for the markets overall? joining us now is marathon asset management chairman and ceo, bruce richards. reminder, marathon has $20 billion in assets under management. always good to see you. i do want to talk about the fed and inflation and everything, but i think we first have to start with the middle east and what's happening in israel. you see this as a macro

i'm sara eisen with carl quintanilla from post 9 at the new york stock exchange. >>> citigroup saying it's time to buy the dip in tech and sell energy. the strategist behind the call joins us in a minute. >>> taking stock of what's happened to staples. higher yields, the rise of weet loss drugs. we'll separate some winners from losers. >>> topping the tape for us this morning, that september jobs report. stocks bouncing off the lows. the nasdaq going into positive territory and the dow climbing back from a 200-point drop. let's bring in cnbc senior markets commentator, mike santoli. the initial shock has given way to, oh, wages didn't rise as fast. that's what the fed really cares about. >> absolutely. offsets within the data as well as i think that initial reflex market action tested the bounds of where we've been in stocks and bonds over the course of the week. 488ish on the 10-year yield, touched it and came back. 4216 on the s&p. the intraday pinball, that was a successful test. beyond that, i do think that, you know, the market's unwilling to extrapolate this pace of job growth a

i'm sara eisen with carl quintanilla live from post 9 of the new york stock exchange. netflix and tesla moving in opposite directions from the earnings. what went wrong and right for each. >>> san francisco's president larry bair is live from oracle park. he'll joining us with his plans to revitalize san francisco. >>> we have a first on cnbc with the ceo of novis. >>> we talked about the ten-year yield getting close, within two basis points of 5. meanwhile, holding by one point. a lot is still headed our way as we get a ton of fed speak over the next, say, ten hours. >> the ten-year and 30-year yields continue to march north. >>> let's dive into the markets as we await jay powell's speech in an hour. those yields on the rise. our next guest reiterating her cautious but not bearish outlook saying the risk/reward for equities is not very compelling. joining us is holly newman kroft, ranked by barron's as one of the top financial advisers in the united states. welcome back. good to see you. >> good to see you both. >> these yields continue to rise. i think it surprised a

i'm carl quintanilla along with sara eisen on the floor of the new york stock exchange.w jobs data shows signs of what might be a cooling labor market. the manager of a $388 billion fixed income portfolio is with us next on what could be coming. >>> plus, fewer iphone upgrades resulting in an apple downgrade today, a rare one. key bank is lowering estimates. >> and looking beyond the pullback, deutsche's chief u.s. equity strategist on what it would take for the market to return to rally mode. >>> first up, topping tape for us. the move in the ten-year, as the market remains squarely focused on these moving bond yields, and they have been moving higher. we've got the s&p 500 losing some early gains, now down 0.2%. nasdaq is holding in there, up a third of 1%. part of it is the relief you're seeing in treasury yields, it's now 4.78%. is the market stuck until rates top out? let's bring in cnbc senior markets commentator, mike santoli. it sure seems so. >> it seems that's the obvious potential trigger out there. and you probably also need yields to back off, in a little bi

i'm carl quintanilla with sara eisen on the floor of the new york stock exchange. antonio neri is with us on heels of their investor day. the outlook on impact of a.i. and the cloud sector straight ahead. >>> are we overreacting to the ozempic effect? one analyst says we are and making some stocks very attractive. he'll join us to make the case. >>> solar edge getting crushed as preliminary results are being released. >>> we kick it off as we always do with the markets. stocks are moving slightly lower as the focus continues to be on bond yields. the ten-year crossing the key psychological five level last night before backing off. investors closely watching the weekly close and what these moves mean for the yield curve. mike santoli, cnbc markets commentator joins us. i did mention uninversion is happening for the wrong reasons. >> exactly. uninversion, in general, is not great. this time it's happening because people are willing to sell the long end bonds. this time there is a little bit of a bid in the short end. you have had two-year yields come down. all that b

i know carl quintanilla brought this up this morning, there are concerns about the sample size and number of respondents and payroll employment report and et cetera. but we've seen upward revisions in the data. wage inflation has consi. >> kelli: consistently slowed down. whether the pce deflator which is running at 1.2% annual rate. oil prices coming down, gasoline prices coming down. the question is can the fed if a yes for an answer. goldie goldilocks has not left the building. >> and so do you think they are done hiking still? >> we're close. i mean, they may go one more time just out of paranoia, but they should be generally i believe that they are done. and the data continues to support that point of view. >> guy, i'll bring you in on that. you see a lot more granularity day in and day out. does this job report confirm what linkedin would tell us what is happening or no? >> a little stronger than what i would sxreexpected, but i think maybe the cooling off is starting to moderate, some of the hardest hit sectors like technology may have gone through the hardest part of the refreref

breathing ] [ lights buzzing ] [ music builds ] [ screaming ] >>> good wednesday morning i'm carl quintanilla with sara eisen. cme ceo terry duffy is with us this hour. a breakdown of earnings, trading activity and the impact of high rates across the markets >> speaking of higher rates, dismal comments from housing ceos on the calls today. why they're calling this property market the worst in decades. >> later on, what can the fed do about the deficit? absolutely nothing, according to the journal's greg ip. he'll join us this hour. >>> let's kick it off with the market there are some pockets of green that have emerged in the last few minutes, in defensive groups like staples and utilities everyone else is red communication services at the bottom of the market today that group is down 4.8%, because of google and alphabet, a sharp negative reaction to earnings there. a big week obviously, on the nasdaq as well, which is down 1.4%, alphabet will be the bottom performer, but you've also got weakness today in amazon, in apple, offsetting some of the strength in microsoft earnings and tesla. when i

i'm sara eisen with carl quintanilla live from post 9 of the new york stock exchange. wall street's great rate debate. was the move in bond yields the start of a market comeback? >>> spotify with first quarterly profit in more than a year. stock adding to its big yearly gain. up more than 100%. the cfo will join us in a first on cnbc interview. >>> the tech earnings train kicking off with alphabet and microsoft after the bell. >>> first check on the markets. dow up 300. gains for the year pretty much flat, which is the outlier given the other indices. s&p holding 4250. we have some decent guidance from old line industrials. that plus rates stabilizing adding to a pretty good picture. after five straight down days on the s&p. >> yields are up a little bit. we're below the 5% on 10-year and guidance on kimberly clark and that es are companies that get hit by the strong dollar, which they're absorbing. let's start off with bonds. bank of america saying the peak in rates could be around the current levels, though uncertainties remain high. then barclays weighing in saying

i'm sara eisen with carl quintanilla live from the floor of the new york stock exchange. a second speaker vote as the house remains divided on its future leader. presidential candidate and former new jersey governor chris christie is here. >>> then, a pulse check on the health of regional banks. first horizon's chief bryan jordan will join us on the heels of their results. >>> later, two big earnings reports coming after the bell. what the street likes and does not about each, tesla and netflix. >>> meantime, markets close to session lows here. we've got 1% declines on the nasdaq and the ten-year crossing about 491, vix back above 119. ten-year yield might be the story, as this is pacing for some new cycle highs yet again. >> if not the 30-year ticking above 5%. 501 on the 30. it seems like it was one of those little raw nerves that the market has had out, exposed for a while. beyond that, it's hard to sort of point to anything, except for a little bit of a mixed reaction to earnings. earnings themselves seem fine. the real function of earnings season this time is to get

i'm sara eisen with carl quintanilla live from post 9 of the new york stock exchange.bate. was the move in bond yields the start of a market comeback? >>> spotify with first quarterly profit in more than a year. stock adding to its big yearly gain. up more than 100%. the cfo will join us in a first on cnbc interview. >>> the tech earnings train kicking off with alphabet an

i'm carl quintanilla with leslie picker, mike santoli at post nine. sara eisen is on assignment. is off today. trying to sustain the bounce from monday. early session highs above 4350 trying to balance the headlines from israel, along with some constructive fed speak talking about the impact of higher rates. >> so many cross currents on tuesday morning. here are three movers we're watching. pepsi on the move after raising its full-year outlook telling cnbc they haven't seen impact from weight loss drugs on sales at this time. shares up 1.1% right now. >>> pal len ter getting a boost. the u.s. army singh a $250 million company with the company to test and develop ai and machine learning through 2026. we'll end on shares of honeywell announcing reorganization of its businesses adding it expects strong third quarter sales when it reports this month. those shares down about 0.3% right now. >>> wholesale inventories out moments ago. rick santelli has the numbers. hi, rick. >> hi. these are august finals, so minus 0.1% remains at minus 0.1%. do keep in mind every read this year, mike,

carl quintanilla is on assignment. taking a look at futures this morning.e are setting up for a lower open. dow futures down 100 points after we gained 1% yesterday on the major averages. the s&p futures digesting earnings from bank of america and goldman sachs and hotter retail sales. we're also seeing higher bond ye yield. our roadmap is going to begin with a slew of corporate results. goldman and bofa. lockheed martin says it expects to grow sales this year. >> retail sales coming in much stronger than expected. the ten-year is rising and stocks are on track for what looks to be a lower open, about 29 minutes from now. changes at news corp. or perhaps liking what it means as an investment. starboard's jeff smith will join me live this hour from the active passive conference which we cover every year. we start with bank of america and goldman sachs, above what most analysts had been anticipating. bofa seems to be the out dealer performer, although we haven't opened as of yet. coming through with their share of concerns as well, whether it be with goldman

. ♪ >>> good thursday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramermarket, mostly red here after the dow did snap a three-day losing streak, got some cross currents at work. oil, lowest since august, but long-term yields are higher after claims come in light. five fed speakers today. our road map begins with the drop in oil, coming off their bi

i'm carl quintanilla with jim cramer and david faber bulls trying to build on monday's bounce, but futures on the back of several earnings disappointments. two-day fed meeting kicks off today on this final day of october, happy halloween our major averages on pace for three-month losing streaks as the fed kicks off that policy meeting. >> legendary investor stanley

." >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with david fabern israel-gaza. we'll get 15% of the s&p this week in earnings. our road map begins with the big week ahead for investors as we get set for all of these results, including b of a. as we said, netflix and tesla in there as well. >>> we

carl quintanilla is on assignment. taking a look at futures this morning.ints after we gained 1% yesterday on the major averages. the s&p futures digesting earnings from ba

nooelts ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with sara futures under some pressure this morning with bonds yields still flirting with these cycle highs. oil near $90, the president in israel and the market very sensitive to headlines. our road map is going to begin with a big day. p&g

." ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramere holding their gains despite the worrisome headlines out of israel and gaza. you can thank a steady series of beats today. speaking of earnings, blackrock's larry fink will join us here after the opening bell. our road map begins with the banks topping estimates across the board. >>> the

i'm carl quintanilla with david faber, sara eisen, at post nine of the new york stock exchange. powell's speech seen by some as dovish, but we are going into a weekend of geopolitical uncertainty. vicks near 21. our road map begins with a watch on yields. ten-year does cross 5% for the first time in 16 years, stocks looking to pull back at th

. ♪ >>> good monday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer,a to get to today, including a mega deal in the energy patch and the biggest week of earnings season on deck. >>> our road map begins with stocks sliding to start this new week of trading. s&p closing below its 200-day mo moving average for the first time

i'm carl quintanilla with jim cramer and david faber at post 9 on the stock exchange.orning all morning as the street continues to sour on mega cap tech, core pce comes in a touch light at 2.4 even at gdp with 4.9. meta shares under pressure as guidance overshadows this quarterly beat >> also ahead, the uaw and ford reach a tentativ

i'm carl quintanilla with david faber and sara eisen. cramer has the morning off.n averted for now. tons of fed speak this week, a lot of eco beta. our roadmap begins with the beginning of q4, all major indices coming off their first negative quarter of the year. >> we'll keep an eye on a lot of the ev

. ♪ >>> good friday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer, more than a year. that's keeping the ten-year yield from taking out the highs earlier in the week. right now, 4.78%. our road map is going to begin with the jobs blowout number, sendin

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramer this morning. premarket is pinning its hopes to some relief in bond yields after adp comes in line, 89,000, the lowest in three years. ten-year yield back below 4.75%. oil near a three-week low. >>> our road map begins with treasury yields. stocks look to regain some of yesterday's big losses. >>> plus one long-time apple

. ♪ >>> good wednesday morning, welcome to "squawk on the street," i'm carl quintanilla with jim cramerchange. premarket hanging on to gains even as september ppi runs a bit warm, stirring some jitters about cpi tomorrow. meantime, biggest m&a deal of the year in exxon pioneer birkenstock going public today. our road map begins with ppi coming in a bit hot. investor