i'm dominic chu in for frank holland. the latest with the s&p up by 8 and the dow jones industrial average up 27 the nasdaq is looking to hold to a sixth straight week. trying to figure out if we can get any movement there to keep that win streak alive. >>> in the bond market, yields are ticking higher the ten-year note is below 4.25%. the two-year note is 4.26% >>> let's take a look at oil prices west texas intermediate price is looking at the seventh straight week of losses we are getting a slight bid to the market wti above $70 a barrel up 1.5%. similar for ice brent crude at $75.16 >>> a big part of the market action is focused on the november jobs report due ougt at 8:30 a.m. eastern time estimates are 190,000 jobs in november following 150,000 jobs in october we had the adp report on wednesday which shows hiring is slowing to a two-year low. let's speak with julia pollak at zi ziprecruiter what do you see about the economy right now that is very positive or very negative or are we stuck in neutral for the time being

i'm frank holland. let's get you ready to start the day.s always we kick off the hour with a check of u.s. stock futures and take a look here. it's different than what we've seen in recent days. hardt hit. nasdaq the oss the dow sterday coming off its fifth record close of the year. you see e uptrd right there. a trip to cnbc guru robert hunt, entifyg the biggt ue chiwinners over the last ni trang sessions. number one, waart followed very closelyy caterpillar and chipmaker intel. the s&p for its part now, just highkrjtly sitting at its me highest level since 2022. look at the yield onhe benchmk 10-year, a couplof sis points tn we s yesterday. energy, specifically oil. wetart wh wti, the u.s. bencark tring at 74.83, the barrel up over 1%. brent crude, a similar story but this morni it's all about a biearnings mov. it's all about fedex, shares selling off in the premarket. fedex now pects a low sile-digit sales decline for the fiscal year, down from its previo forecast of flat sales year over year. this is thsecondtraight quarter fedex has lo

i'm dominic chu in for frank holland for this thursday morning. we kickoff with the check of the u.s. futures riding a three-day losing streak. the s&p is implied flat on the session at the opening bell. dow jones industrial average down 60 points. the nasdaq is down 36. the dow and s&p and nasdaq are on way to snap a five-week winning streak at this point. checking in on the bond market, yields are hitting lows not seen since september. the ten-year note is at 4.15%. a far cry from the 5.02% in the last couple of months at the cycle the highs. the benchmark two t-year note i 4.6%. >>> and oil is down more than 6% this week and currently you see a bid with wti crude at $70 which is up 1%. we are watching the $70 mark. ice brent crude is 75.10 doldol75.10. we will keep an eye on the crude prices. >>> bitcoin is pulling back this morning after topping $44,000 at one point yesterday. that was the highest level since april of 2022. enthusiasm for the asset is not swaying jpmorgan chase ceo jamie dimon speaking on capitol hill yesterday. >> i have been

i'm frank holland. hope you had a great weekend. let's start the trading week with the kickoff on the check of the u.s. stock futures. after a mixed session friday, e dow added another record since 2017.estin seak we are seeing green across the bod. the dowould en umore than 50oints hier. p and sdaq botfirmly in >>> are cckinthe bo rket. the ten-year yield is low 4%. ok right now. 3.89% yid on t tenear yid. >>> are lookit e oil ere rket rht now. $71 a barr. brent udis down .5. rbobas. a proxy r gas. it is wn.5%. >>> at's t mey s up. let's sehow eupe ishaping up as the trading day gets uer way. umanna bercetche is live in the london newsroom withore. joumanna, good morning. >>> good morning, frank. after five straight weeks of gains for the stoxx 600, tay, the open is lookinmixed. we are leaning toward the red for the stoxx 600. cac 40 is coming off the all-time recorhigh f the end of last week. they are slipping in trading today. we see an undeperformance in real estate at the start of trade. ftse 100 here in the euk is we are keepi

i'm frank holland. t's kioff the hour with the checof the.sstock fures with tow witthe fih stight rord cle in a row apple, right now up 100% we will now look at the futures. looking at futures they are green across the board. the dow would open up 25 points. the s&p and nasdaq in the green. >>> we are checking bond yeeiel with the ten-year yield down 30 basis points over the last week. similar for the two-year note. falling 30 basis points over the last week. we want to look at energy, specifically oil wti, u.s. benchmark at $72.16. ice brent is down .50% similar story for parts. >>> time for the check of the tocorporate stories and silvana hena silvana, good morning. >>> frank, good morning. will pause u. sales on twof blooerg is reporti that ple is scrambling toescue the $1billion wearle busine rushg to changand eate it deternes satution aow e-setst to cusmers the repo as if harare new models andhippinthem could takehree months. th is not cluding the time for s. cusms to approve the move >>> google ha

i'm dominic chu in for frank holland. let's check off with the three-day winning streak and the dow trading at the highest level since january of 2022. futures are indicated higher. dow by 100 points. s&p higher by 7 points and nasdaq implied higher by 41. this as the federal reserve kicks off the final policy meeting of the year with interest rate traders widely expecting no change at all in rate policy until at least march of next year. we will get the latest read on consumer prices with the november cpi report due at 8:30 a.m. the economists are looking for prices to dip slightly from a year ago. if you strip out the effects mof food and energy, we expect no change at the year over year rate of roughly 4%. that's the estimate. . >>> if you check on the bond market, we were talking about 4.27%. the ten-year treasury note below 4.2%. the two-year note at 4.687. the 30-year long bond at 4.29%. the bond price as cross the yield curve are big this morning. >>> taking a look at oil prices as well. u.s. benchmark wti crude pr

i'm frank holland. let's get you ready to start the day.e kickoff the hour with the check on the u.s. stock futures. take a look at this right here. futures in the green across the board at this hour. remember, it is early. it looks like the dow would open up 100 points higher. this is the action in futures after the rough day for the averages where the dow and nasdaq snapped their win streaks. worst for the broader s&p closing down 1.5% for the worse day since september. sharp declines in small caps and russell transports. getting hit hard by fedex. wall street is doing nothing for treasury yields. we look at the benchmark ten-year yield at 3.879. trading at the lowest level since july. and oil market with the wti benchmark at $74.42 a barrel. brent crude at $79.90. rbob gas is an indication of gas prices which is down .50%. >>> let's see if asia and europe are following our lead which is higher in the pre-market. joumanna bercetche is in the london newsroom with the early trade. good morning, joumanna. >> good morning, frank. as you can s

i'm frank holland. we pick up the half hour with the u.s.a five-week win streak. the dow would open up 40 points lower right now. as also, it's early. we are looking at the bond market. the benchmark ten-year yield falling right now at 4.24. we are also checking precious metals. gold topping $2,100 an ounce. demand surging since the israel-hamas war with expectations of more fed rate cuts. gold is trading at $2,086. we want to talk about bitcoin this morning. rocketing higher and surging past $40,000 for the first time since may of 2022. adding to the already impressive year to date gain. up over 150% year to date. a number of names directly tied to the digital asset riding high. coinbase and marathon digital up huge this year. you see 300% gains for the names. these names up 10% this morning. >>> let's get a check of the top corporate stories with bertha coombs. be bertha, good morning. >> good morning, frank. spotify is cutting staff by 17% as it continues to face slowing growth and ad sales struggles. the ceo says the company still has to

i'm dominic chu in for frank holland. this half hour let's check on the sessions.dow and s&p post back-to-back losses. right now we're seeing a slight bid to the market. the dow jones up by 41, and the nasdaq higher by 59, and the s&p 500 up by almost 10 points. >>> the 10-year is hitting the lowest level since august. 4.195%. now, remember, at the cycle highs, we're talking about 5.02%. that's how far it's fallen in just a couple of months' time. so keep an eye on those yields. 2-year, 4.62%. that move is helping to power technology's stocks higher. the attention right now squarely focused on apple, closing with that $3 trillion market cap mark for the first time since august. this morning they're up fractionally, a quarter of 1%. this upside here in the last couple of months has been staggering, not near maybe parabolic, but still apple shares have been a juggernaut so far this year, powering gains. it's up 49% so far this ear. >>> the risk-on trade helping to propel bitcoin prices off levels we haven't seen since april of 2022. this is more of that parabolic mov

i'm frank holland. we kickoff the day with the check on the stock futures after the rough day for wall street. take a look. you see it is red across the board. dow would open up 30 points lower at this hour. as always, it's early. major imagines ars averages are coming under pressure with the russell 2000 coming off a fourth possible siitive session in a r. rates have declined. however, it is more than 20% from the all-time high. speaking of rates, we check the bond market. we are at 4.24 for the ten-year note. these rates have fallen on expectation that the fed is done cutting rates. we look at commodities as we watch the price of gold after it topped 2,100 do$2,100 for the fe ever. up a .25%. a big move to the upside for gold with the fourth quarter and year up 12%. we continue to talk more about gold later in the show. we also want to look at cryptocurrency. bitcoin holding above $41,000. it's highest level in 19 months. right now, just down fractionally. bitcoin trades around the clock. $41,700. bit

i am frank holland in for the judge, scott wap>> intner. front and center, record intraday levels again. a new 52-week high. joining me, josh brown, bryn talkington, kevin simpson. we're in record high territory pretty much across the board. the dow up fractionally. the s&p up as well. as sara mentioned there's two big numbers to watch. the intraday high for the s&p 500, 4818. the record close will be 4796. we'll be watching both all day long. the nasdaq also moving higher. important to note the nasdaq 100 on pace for its best year since 1999, as i've been saying there's a prince joke in there somewhere. bob pisani is over there. we'll see if he comes up with it by the time we get over to him. the santa claus rally, josh brown, over to you. are you a believer in the santa claus rally? i know it's low liquidity, low trading this week. do you believe it continues on this last day, half a day, and does it continue into 2024? >> frankie boy, happy new year. good to see you. i don't call it a santa claus rally. i call it a career security rally.

i'm frank holland.his is the last "worldwide exc exchange" of 2023. let's start your day with the kickoff of the check of the u.s. stock futures. the dow would open up 35 points higher. right now, the markets are set to close out a very strong year. not factoring in the moves today. look at the charts. the dow is up more than 13.5%. the s&p is up 24.5%. keep in mind, we're on record close and record intraday high watch all day on cnbc. nasdaq is the best performance. >>> the bond market yields with the ten-year yield at 3.888. i have been saying it is down 30 basis points since the pause in december from the fed. we also look at wti trading at $72.20 a barrel. similar for brent crude up .75% trading at $77.75 a barrel. both on pace for the first negative year in the last three. the moves for oil with crude, wti, down 10% for the year. brent crude down 9.5% for the year. >>> we will look at the overseas action in asia. it is a mixed picture year to date. japan's nikkei, the biggest winner for the year, u

i'm frank holland in for the judge, scott wapner. it's the final trading day of 2023 as we get close to closing the books on a very big year for stocks. the investment committee debates what's next for the markets in the year ahead and where you can find opportunities. joining me for the hour josh brown, rob sechan, jenny harrington and jason snipe. in the red across the board. the s&p down just about half a percent. the nasdaq down. we were on record watch. we'll have to see if there's a late-day rally. jenny, what are you seeing in the market today? does it make you think we're getting away from a santa claus rally or do you see the market re-accelerating? >> as we talked about on "worldwide exchange," the word of the day i said was directionless. i was committed to that. there are too many cross currents. with respect to today, i don't make anything of the day. it could be lack of volume, what i think is interesting in my portfolio is the biggest losers it's tax loss harvesting with a last-ditch effort to get losses locked in. i d

i'm frank holland. we start out with a check on u.s. stock futures. take a look.e're in the green this morning. it looks like the dow would open up more than 40 points higher. the s&p and nasdaq fractionally higher. traders are widely expecting the fed to hold key rates steady, seeing a little chance of a cut for next year. as always we look at the benchmark 10-year 4.19%. we're looking at oil hitting its lowest level since late june. the u.s. 10-year benchmark trading at 68. natural gas pretty much lower, below $2 of btu. that's meaningful. we'll talk energy later in the show. let's see how europe is shaping up as the trading day gets underway. our joumanna bercetche live in the london room with much more. >> european markets are all trading in the green. we have the stoxx 600 close to a 22-month high. it continues to go from strength to strength. ftse uk coming in at minus 0.3 % for the month of october versus expectations of a flat reading. this follows on the weaker-than-expected wage growth. perhaps it will start sounding slightly more dove issue. we have the

i'm dominic chu in for frank holland. now before we get started, you might notice that our screen looks a little bit different this morning. it is all part of the new look for cnbc that we're excited about. some information and some data might be in a different place than accustomed to when you saw us on friday. over time, we hope it the will be easier for you to understand the markets and stories we are trying to bring you. in the meantime, we will be leaving some things on the screen longer until you and we get used to the visual changes. >>> we kickoff this hour with the check on u.s. equities with the indices riding six-week winning streaks and the dow and s&p trading at 52-week highs. right now, the dow is implied higher by 12 points. the s&p by 1 and nasdaq by nine points. >>> checking in on the bond market with the 2/10 year yields. t two-year yield at 4.47 right now. trading higher there. the benchmark ten-year note at 4.425 note and the 30-year long bond at 4.33%. >>> let's turn our attention to oil prices which

i'm frank holland. happy friday. >>> we start with the futures. dow would open up 150 points at the open. as we always say, it is early. this action after another winning day for wall street. the dow notched a second record close in a row. the major averages are on pace for acsaccept seven straight we of gains. >>> we are checking the bond market. the two-year note at 4.37. look at the ten-year note at 3.91. 30 basis points lower than when it opened on the day of the fed decision. we see the decline in yeields since then. >>> you see the crude oil check here with highs over .50% for wti. brent crude is $77 a barrel which is up .50%. >>> let's the morning money set up. we will dig a bit deeper into the markets and the signals of the bull market. mega cap tech account for most of the gains, but a reversal of leadership may be under way. one leader is utilities which is up 2.5% since monday after pressure for most of the year. communication services is the laggard down .25% compared to 50% year to date gain. let's discuss this with anthony and matthe

i'm frank holland. we kickoff the hour with the check of the u.s. stock futures.re with the dow down right now. it would open 14 or 13 points lower. s&p is fractionally higher. >>> looking at yesterday's action. the dow notching a fresh all-time high. it is now less than 1% from its record high. we will talk more about that in a moment. >>> we want to get a check on the bond market. the ten-year yield at 3.81. the two-year note is 4.26. we are looking at the energy market with the oil which is wti. you see it is $73.05 a barrel. down 1.5%. it is falling deeper than it did earlier this morning. brent crude is taking a similar move to the downside. trading at $78.60 a barrel right now. >>> let's check on the overseas market in asia. positive session mostly in asia. hang seng finishing the best of the major indices up 2.5%. nikkei is the outlier down 1.5%. we get a check on the trade in europe. looking at the inverse of asia. the italian mib is fractionally higher. >>> time for the check of the top corporate stories and our silvana henao is back with those. silvana.

i am frank holland in for the judge, scott wapner. front and center this hour on this friday, the road ahead for stocks as the s&p 500 eyes its longest weekly win streak in more than six years. the question, is this fed-fueled rally just getting started or is it time to lock in gains? our investment committee will help tackle that question and so much more. joining us stephanie link, jim lebenthal, and brian belski here at post 9. let's get a check on the markets at noon eastern. the dow right now up for the s&p, the nasdaq the best performer up almost a half a percent. stephanie, you're here to my left. are you a believer? do you think it's getting stretched? >> i am a believer. we'll talk about a new buy i did last week. i think this week we can say this is the soft landing week officially. if you look at the cpi, 9.1% last year and you're looking at a six-month annualized number, 2.8%, retail sales with a control group, 4.4%, that's huge and a big surprise. industrial production was better than expected today. initial claims at 205

thank you, frank holland. the s&p going strong, continuing this eight-week run. over to scott and "the halftime report." >>> all right, sara. thanks so much. welcome to "the halftime report." i'm scott wapner. front and center this hour, the final stretch of the year for stocks. the s&p going for a new all-time high, and the investment committee is debating how far the rally can run. joining me, bryn talkington, jim lebenthal, joe terranova and steve weiss. we are green across the board today. we'll continue to watch the major averages. eight weeks in a row, joe, of gains. 4800. watch it on the s&p because it's been a minute. it shows you this run we've been on, the momentum we seem to have back, how far can we go? >> keep playing offense. play offense and the broadening out of the market. the russell is strong again today. you actually have energy, which we'll talk about later in the show in which the momentum seems to be building. the market right now understanding that yields have pulled back aggressively. what happens when they get below 4%? they've stayed be

i'm frank holland. we kickoff with the check of the u.s. stock futures. the s&p is up .25%. the nasdaq is up .25%. the dow is the big story. it is up 62 points in the pre-market following a fresh record high for the close yesterday. this rally in the pre-market follows, of course, the broad-based rally yesterday with all of the major averages jumping more than 1%. 37,000 is where the dow closed y yesterday. >>> the fed set to an dsignal i could ease policy next year. >> we add the word any as an acknowledgment that we are likely at or near the peek rate for this cycle. >> we are aware of the risk that we would hang on too long. we know that is a risk and we're very focused on not making that mistake. >> on that decision and that tone, we're seeing a drop in treasury yields with the t two-year note coming off the drop since the svb in march. the ten-year yield is ten points lower than the open yesterday. >>> oil prices this morning. brent crude trading at 75. it is up this morning. brent crude trading at $75.70. up 2%. lowest level since june. >>> looking around the world. we

i'm frank holland. we're going to get a look at your day with u.s.ith the s&p, nasdaq, and the russell, all of them riding three session win streaks. the dow would open up just about 20 points higher. s&p essentially flat, just a bit off the levels it was earlier. the nasdaq fractionally higher. again, it is early. this action after another positive session for stocks yesterday that saw the dow and s&p 500 close at 1% highs. the s&p up 16%, the nasdaq up over 19%. we're keeping also a very close eye on the nasdaq 100 tracking its best year for 1999. there's a prince joke if there there. i'm not go ing to do it. we're checking the bond market. as always we look at the benchmark 10-year. both of them down 30 basis points since the fed's dovish pause just back two weeks ago. we're looking at the energy markets coming off its best day in two weeks. oil prices right now actually taking a bit of a dip. wti, $11.75 a barrel. brent crude down almost half a percent. that's your setup. right now we want to turnaround the world, specifically asia closing mostly

i i'm frank holland. we pick up the check on the u.s.tock futures after the long holiday weekend in the u.s. the futures are solidly in the green with the dow opening up 70 points higher. wall street saw the win streak to eight, the longest since 2019. same for the s&p. up eight weeks in a row for the first time since 2017. the big tech is the story as tracked by the nasdaq 100 up 50% this year. ahead of the open, it is .50% away from the all-time high. >>> we are checking the bond market with the ten-year benchmark yield at 3.88. we are looking at the energy market and oil in particular with the wti at $73.30 a barrel. down .30%. brent crude is down to $78.96 a barrel. >>> europe is closed for boxing day and we check on how asia closed overnight. shenzhen is down fractionally. >>> we cap off a stellar 2023 as we dealt with the inflation and hawkish central banks. the dax is about to see the best year. italy and grease ece is up as w. joumanna bercetche has more. >> 2024 is looking to be an eventful year for the uk with the major electio

frank holland is in mont t monterey with that story. >> compared to under 14% for china.near shoring is a major factor. right now we're at a dhl complex in monterey, mexico area. they are expanding to give faster access into the u.s. market. mexican manufacturing is forecast to increase 33% in just the next five years. we've also visited a container shipping yard used by union pacific and other logistic companies. once a container is here, it can arrive in the u.s. in as little as two days compared to about 20 days on average from china. telling us the shift is a major boost for business. >> the length of haul is longer than what you would typically see coming off east coast or west coast port. so, because the length of haul is longer, your revenue per load is going to be higher. and typically what you see is when your length of haul is longer, you're having a higher growth profit per shipment to each individual load. so, your top line would be higher as well as your bottom line being higher. >> so, analysts say rxo, union pacific, canadian pacific kansas city and prologi

welcome to "wodwide exchange i am frank holland. we'll ck off t hour wi ch on future the dow up jt abt 80 points off its highs of just earlier this morning, ths&p d nasd in t genfractially rht this aft whawas a histor nth for stks with the s&p 500 now tting st% ay fr its allimhigh aft a gain ovembe sothing it's done less than tetimes since 19, and we'r sengight now i best month nce lyf '22. ocks shocking veigher matched on by e fallin we aays ok at e ten-ar .31 th morng goto rememr it hit aeak of earlier thiyear bight you n see thsharp cline the cht right he th ithu.s. picture. let's see europe and asia were able to kp up. joumanna bercetche is live in our london nsroom with much re on the action. joumanna, good morning. >> good morning, frank. wellnovember was a great month for global stocks and noso mu the case if you look at asian stock markets. one in particular end november in the red. that is the hang seng down 0.4 tech names that came under sellinpressure. alibaba, one of the reons why, a lot of focus on the chinese mac joe.

frank holland live now in monterrey with more. hi, frank. >> reporter: hi there, tyler.ated to have 30 billion dollars in greenfield point investment investment this year as part of their nearshoring boom. that is money outside the company -- country to build new manufacturing and other facilities. we visited lego just a short time ago, one of the companies investing in mexico, and really leaning in. they have plans to double production on site here with every single block made going directly into the u.s.. tesla, and unilever are just some companies that are moving production or expanding production to mexico this year. the 19% tariffs on chinese goods and supply chain reliability are both key factors for the supply chain shift. >> in every sector we are having these discussions around reshuffling the total supply chain and making sure that it is deep risked. it's not only a cost topic, it's removing risk for supply chains with everything we learned over the last few years. >> reporter: another factor making nearshoring attractive is less expensive labor. estimates vary

. >> frank holland on what to expect from fedex. frankie. >> fedex lower right now but trading pretty close to a two- year high. u.p.s. year-to-date. they continue to show confidence in the company's business transformation and cost-cutting efforts. for the current quarter, margin is really key, especially for express. fedex gets half of revenue from air delivery. it is forecast to be 3.6% compared to 3.2% a year ago. that might sound low but that margin expansion, that will get further evidence streamlining efforts are working for fedex. investors and analysts are both looking for a possible right after fedex beat rachel escorted purposes following fedex raising its overall shipping rates by about 6% starting in january. raising its price for for expressing the cost-cutting and sing the stock is undervalued. forecasting improvements in ground in part due to fedex winning siness from u.p.s. going to teamster negotiations. those earnings right after the bell, scott. >> i look forward to you then. thank you, frank. micah, i turned bac

let's get to frank holland with some of this morning's morning movers. >> crypto-related stocks this submit filings. taking a look. you're seeing them, for the most part, in the red right now block. about to scowl it square. the exception. up very fractionally. theoretically will be launched in january. the s.e.c. met last week with some of the companies looking to launch etfs. that list includes black rock and etf. nio announces a new model that will compete with maybach. other ev makers are moving higher in the premarket. but nio up about 4% right now. we're also watching chinese internet stocks, following china approving more than 100 online video games and saying it fully supports the industry. games by tencent and netease were also approved. you can see netease up 2%. just up fractionally. this move follows draft guidelines released last week that led to double-digit losses for tencent, netease and a number of other companies. it issued warnings for, quote/unquote, irrational behavior. steve, back over to you. >> thanks so much. the fed will have plenty to watch in the new year,

let's get over to frank holland.> good morning, happy friday, becky. you can see down 2% even after reporting earnings that beat analyst estimates. despite higher mortgage rates, you can see the decline here. that fell to 24.2% down from 24.8%. shares down 2 1/4%. they are popping in the premarket this morning after topping earning expectations for the most recent quarter. the shares are up to 1/2%. also declared a special dividend of $15 per share. the company says moderating inflation helps boost demand for items. also the spring, we are looking for shares of ge. after wells fargo update and raising the price target from 1.15 a share. more than 50% upside. analysts of the aerospace business into a new company. just about 1 1/2%. enter, back over to you. >>> when we come back in just a moment, what a year it's been for the magnificent seven. we will find out if that momentum can continue. talk about some other names that could be performers. we will do that next. later on the program, you do not want to miss this. s

with the indexes pointed higher following through on yesterday's rally, let's get to frank holland withwe're going to start with occidental petroleum, warren buffett's berkshire hathaway upped its stake. raising its stake to 27%. shares are up now 2% in the premarket. earnings mover this morning, adobe, shares falling on weaker than expected guidance for 2024. specifically annualized reoccurring revenue for its new digital media segment is forecasted to decline 1% year over year, that's a key metric for this company because of its subscription-based model. the ceo said pricing increases during the quarter were just perhaps a bit too much, but he did add that a.i. enthusiasm is the tailwind for the business. another bright spot, net income, increased by 26%, still you see shares are down more than 3.5% for adobe. andrew? >> thank you, frank. >>> coming up on the other side of this budget committee chair jodey arrington will join us to talk funding for ukraine and israel and other big issues in washington. is there a deal to be had or not? "squawk box" comes back with that and more after

. >>> now to frank holland with a look at this morning's premarket movers. frank, good morning.ing? >> good morning. i love the casual look, by the way. the tie is just too much. you broke free. we're looking at a couple of things this morning including the vegas casinos following the release of november gaming numbers. take a look. this is the action for the casinos for the month. november, strong upside move for all three. las vegas sands, caesars and wynn. not a lot of movement this morning. we're watching these after the data was released. vegas casinos having the second best month ever, raking in over 1.3 billion. the formula one race one of the factors given the entire sector boost out there in vegas. all three outperforming the s&p month to date. we have a mover this morning, arm, the chipmaker moving higher in the premarket after closing above 4% yesterday. the chipmaker will be a supplier for microsoft's new a.i. powered surface device. shares up 1.5% in the premarket. and we have to look at bitcoin. year to date, now trading just under 43,000. remember, today is the de

let's get to frank holland with a special guest this hour. orum, the event for operation hope a big event for financial literacy and wellness, and i'm joined by delta ceo ed bastian here to take part. you're going to be doing a panel in a short time with john hope bryant to talk about delta's programs. thank you so much for being here with us. >> great to be with you, frank. thank you for support to operation hope. it means a lot. >> i want to talk about your support for operation hope and what you're doing to support your employees. you're launching a financial wellness program for your employees where employees can be given, earn $1,000, if they go through one financial wellness track. explain what you're doing and why you decided to do it? >> one of the things that we learned about the world during the pandemic is our focus on wellness was never more important. we want to make certain as we're coming out of the pandemic we're taking the very best care, not just of our employees' physical health, emotional well being, their social well being

with investment in mexico, now on pace to reach $30 billion this year, our frank holland is live frome calling a near shoring boom there. >> good morning from mexico, sara. as you mentioned mexico is estimated to have $30 billion in direct foreign investment as part of the near shoring boom, money from outside the country to build new manufacturing, distribution and storage facility. take a look behind me, this logistics complex where tech, consumer and industrial goods are heading to the u.s. market, is just one of many examples here in the monterrey area. tesla, mondelez, hewlett-packard, a number of other companies, unilever, honeywell, mattel, the list goes on and on, of companies moving or expanding production in mexico this year. so according to the founder of zip box, a sourcing platform designed to give u.s. companies access to the mexican suppliers, tariffs and supply chain are key factors. >> people haven't forgotten about the trade war, the poor congestion and think about taiwan and see headlines and understand our future with china isn't stable. even though xi came to san

there was an interview this morning that frank holland did with an amazon logistics guy. they are, i mean, the amount of stuff they're shipping, they'll ship on sunday, christmas day. it seems like they would be up 10%. i don't know what they're already going to be up. the most important note that i saw today about retail was a call that shrink -- >> ubs? ubs on shrink. >> but david, they said this was a peak in shrink, but it was not evidence level. >> i can't believe i thought about you when i read it. >> it's no evidence behind it. >> it's anecdotal. >> somebody grabbing it out of the air. >> they cite shoplifting data. we're in a lower rate of shoplifting than pre-pandemic. >> by the council on criminal justice. shows the average monthly reported shoplifting rate peaked in december of '19. >> except for new york. >> you have to strip out new york. >> do you? >> i went to cvs last night to get some cough syrup. and i asked the guy, i said look, i really don't want to pay. i said, i see everybody else not paying. i have been watching the people at self-checkout, no one