tom: this goes with jeff rosenberg, people scared stiff of social media. blackrock is an example. bout what could happen. jeff: with everything it is both an opportunity and a risk. you have to manage both. we have a social network pleasance, a blog post, we engage it, but you have to balance the risk and reward. tom: i go to your comment about the guardian being huge. they just said, we give up. brendan: do you find twitter valuable as an economist? jeff: i have started tweeting. olivia: answer our twitter question of the day -- does the sharing economy provide good jobs? ♪ tom: good morning everyone. that's why a lot and merkel travel to moscow. brendan: walmart looks to improve its image in china. the aim is to enhance the retailer's reputation after accounting inventory and food safety missteps. according to a company memo, the new senior vice president and corporate affairs officer in china. a full-year loss for mcdonald's japan affiliate. the fast food chain struggled with scandals in asia. 2014 the loss was $186 million, compared with a net income of $43 million the previous

. >> jeff rosenberg blackrock's chief investment strategist for fixed income.nvestment strategist. kohl's, coach, disney surging on the month. what is happening here? >> you know i think a lot of it is just the realization that a lot of companies will benefit from the lower oil prices. it's taken longer than some expected but certainly between that and the improving labor market a tailwind to the u.s. consumer. >> what happens now? >> well probably gets rougher because a lot is priced in here. but i do think you are going to see some improvement. i don't know if everything's priced in. we're not overweight discretionary at the moment. but i do think at least they will benefit. >> it is a broad-based rally, though. it's been a phenomenal month, bill. where are you calling the market to the year-end. if every month could be like february, we'd all be incredibly wealthy. >> i wouldn't be prized that we run into turbulence soon. i probably say that every time we get at highs or near highs but we still think the market can be up high single digits by the end of the