we will also hear from esther george, rob kaplan, and jerome powell. >>> dallas fed president kaplanesterday said he will support further rate hikes if positive economic signals continue to increase, but cautions they will flatten as they head towards the 2% target. don't miss steve liesman's interview with stanley fischer at 1:30 p.m. eastern on "power lunch." a lot of fed talk. >> i said i think yields are a big factor. friday we did not see a selloff despite politics disappointing. it man nested on monday and in the morning when yields are moving. politics is linked to the yield curve, and whether we will get this full, shiny trump relation delivered or not. if we look at the last couple of weeks, the fed was the other big factor that sparked the flattening of the yield curves from above 2.6 to 2.5. the move from 2.5 to 2.4 is politics related this stanley fischer interview and other fed speak is important to sort of gauge whether they're equally disappointed with the slipping in politics or whether we could still have three hikes n which case we have more room for that reflation

mester speaking in new york this evening and steve liesman has an interview with fed governor jerome powellhe doesn't speak that much. >> on tv. he doesn't speak much on tv. >> no, he doesn't give a lot of speeches either. earnings to watch, kroger this morning, abercrombie & fitch, and burlington stores report results before the opening bell. i'll be watching for signs of food deflation at kroger. after the close, we hear from costco. >>> in other earnings news, abi reporting fourth quarter results before the bell. landon dowdy has more details. >> a bshgb inbev reporting the decline since its formation a decade ago, it was hit by higher costs in brazil due to the weaker real. core profit fell more than 3% in the quarter well short of analyst forecasts. if you exclude brazil, the company said the profit would have risen 6%. beer sales declined in europe and north america, the biggest market, but profit grew due to more expensive brands being sold. they are seeking cost savings from sabmiller. the company expects to save 2.8 billion versus the forecast of 2.45 billion. ab inbev expects the

jerome powell, federal reserve governor at 17:15 cet. steven isaacs joins us from alvine capital this morning. extraordinary run in the u.s. yesterday. do you think we keep going higher? >> i'm kind of wrong, but short and cautious is what we call it. it's hard to predict how far these movements go. in 1988 and 1989, the market weptd hi went higher and higher. to answer your question, why did the market like what trump said? the reason is ronald reagan could have given that speech. the calmness of delivery and content were mainstream republican. they were not the sort of extremism that people are still concerned about from trump. if you have a mainstream republican administration both in the white house and in congress, business and the markets will like that. >> terms of investment and what i do if i'm sitting with a portfolio today, do i figure we're going to 22,000 next? am i following this flow? am i thinking i want to take profits? the tech sector is back at levels not seen since 2000. financials back to 2007 levels, pre-financial c

fed governor jerome powell. we're going to ask him all these questions. sorry it's not in the show.the love around. >> no, you don't. it was probably scheduling. you would be here. just enjoy your last few important interviews with these fed guys. they're becoming largely irrelevant. >> can i say to you that when i did my year ahead, i said that a comment from a banking committee staffer is going to become more important than a fed president's speech. and that's really the story. you can move the xfl more from -- xlf, sorry. that was a football league. the xlf more from an anonymous quote from a banking community staffer than the fed may end up actually moving it. >> trump had a team. >> xfl. even when i make a mistake, i land okay. >> of all the gin joints in all the towns. >> germans wore gray. >>> president trump laying out more details about his plans to overhaul health care. >> tonight i am also calling on this congress to repeal and replace obamacare with reforms that expand choice, increase access, lower costs, and at the same time provide better health care. mandating every

dallas fed president, bob kaplan, and fed governor jerome powell.nd late yesterday dallas fed president kaplan said he would support further rate hikes if positive economic stimulus continues to progress, but said it should be gradual. given what has been happening the past several days, i wonder if one of these could be off of the table, about you thought it would be four times this year. programming node, y inming note has an interview with fed vice chairman stanley fischer at 1:30 p.m. on "power lunch." >> comcast is reportedly planning to rebrand and expand. streaming video services. it would be priced between $15 and $40 a month and would have major networks and add-on options. the company is testing in a few cities. a nationwide rollout could be available by the third quarter of this year. comcast is the parent company of cnbc. >> xfinity over the internet, so you don't have to wait for somebody to come in and put a cable box in? >> if you can't beat them, join them. >> it's not just cord cutters, but the never corders. >> this is what you're

from another fed governor later this morning when steve liesman has an exclusive interview with jerome powell"squawk alley" at 11:00 a.m. eastern time. >>> fwiereuters just reporting kremlin weighing in saying it's unaware of the details of the meeting between russian ambassador and u.s. attorney general jeff sessions. says such meetings are routine. top democrats are demanding attorney general jeff sessions resign immediately following news he met with the russian ambassador to the united states during the 2016 presidential campaign. he didn't disclose that during meetings during his confirmation proceedings. a spokeswoman for sessions said he never discussed campaign details. some lawmakers are calling for a special prosecutor to lead an investigation into russia's ties, if there were any, with president trump's campaign. house majority leader kevin mccarthy joins us later in the program to discuss this and much more. >>> exxonmobil, the world's largest publicly traded oil and gas company, has a new leader, and this is a place where ceos have a long tenure. just two months into the job, we