kayla tausche has a look at what's coming up on that show. >> it's all about the markets for us.uys have been talking about futures being in the green, u.s. ten-year and european trading piercing 2.6%. first time in two years. we'll be watching that with the dow potentially poised to open at or near the 20,000 mark. we'll have rick reiter from blackrock here, doug shield to talk about equities. the highlight of the show is we'll have someone named wilfred frost talking about the banks? i have not heard of him, apparently he gets high marks. >> that's right. sadly not from the nsye. >> we are looking forward to it. see you in a bit. >> "squawk box" in ten minutes time. >>> still to come on "worldwide exchange," global markets reacting to the hike. the dollar index soaring to 14-year highs. we'll discuss that and much more when "worldwide exchange" comes right back. >>> the fed surprising the markets by forecasting three interest rate hikes next year, and that number could increase once donald trump takes over. joining us now is bruce kazman. yesterday quite a sharp move in the dol

i'm melissa lee along with joe kernen and kayla tausche. let's look at u.s.y futures as we continue the march to dow 20,000. about 58 points away at the close yesterday. right now we are indicated to open lower across the board. s&p looking to lose about 2 at open. nasdaq down about 6 at the open. worth noting that yesterday was a very, very tight trading day. 45-point range. that was the tightest in about two years. looking at the action in asia, hang seng saw the most action, down by 0.8%. in europe, the picture there, big news there is on monte dei paschi. we are seeing red arrows across the board except in italy, thanks to the gains in that

i'm andrew ross sorkin along with joe kernen and kayla tausche. at this hour as we're ready to potentially hit 20,000. the dow looks it would open down 17.5 points. s&p 500 off about a point and a half. we'll see if that's a minor pullback on the way to 20,000 or something else. also take a quick check on currencies at this hour. we talked last hour about whether we should make a run for paris about now. >> maybe the uk. 1.23. >> we're almost parity on the euro. >>> nike set to give the dow a boost this morning. the athletic footwear maker beat on the top and bottom line. helped by strong results in europe and china. we'll have more on nike's quarter later on this hour. >>> fedex shares going in the opposite direction. missed estimates by 10 cents with quarterly profit of $2.80 a share. it did see higher volume but profit margins were down. we'll get the snapshot from the housing market later on this morning. existing home sales for november. those are out at 10:00 eastern time. consensus forecasts call for a 1.1% drop. that comes a a 2% rise in o

i'm andrew ross sorkin along with joe kernen and kayla tausche. are selling off a little bit from where they were. still up about 50 points higher. nasdaq looking to open up six points higher. s&p six points higher. take a look at currencies. you're watching the euro drop about 2% this morning. so that's going to be something to keep an eye on. also check out oil at this hour. we're looking at wti crude hovering right now at about $51. $51.18. and finally the 10-year note. also should say the bank of england leaving rates unchanged. that happened literally moments ago. kayla? >> all right. here's what's making headlines at this hour. it finally happened after a year of talking about it. the fed raised short-term interest rates for the second time in nearly a decade. what investors were really focused on, though, was what janet yellen had to say about the future and her outlook was cautious. >> the fomc participants recognized that there is considerable uncertainty about how economic policies may change and what effect they will have on the economy

i'm kayla tausche along with joe kernen and melissa lee.atching the futures this morning after getting very close to 20,000 earlier in the week. we did see a pullback yesterday and the futures are in negative territory if only slightly so. the s&p would open lower by two. the nasdaq would open lower by six points. >>> in an announcement we just told you from the trump transition team, kellyanne conway who successfully managed the victorious trump campaign has been named counselor to the president. in a statement trump said she played a crucial role in his campaign. she's a tireless and advocate of my agenda, has amazing insights on how to effectively communicate our message. i'm pleased that she will be part of my senior team in the white house, president-elect said. he said conway will help him execute some of the administration legislative priorities. kelly ann in her words said i want to thank the president-elect for this opportunity. a trump presidency will bring real change to washington and to americans across this great nation. i am

i'm andrew ross sorkin along with kayla tausche. getting so lows to hitting 20,000.ow looking like it may open off down a little bit. may get harder to get to the 20,000 mark. nasdaq looking to open up briefly. s&p 500 up sli

i'm carl quintanilla with kayla tausche this morning.onald trump getting everyone talking today, trump tweeting boeing should cancel the order for two new air force one jumbo jets. phil lebeau has been following this. >> the tweet got us asking a lot of questions and people focusing on boeing. a few minutes later, donald trump was in the lobby of trump tower and he followed up with some very strong comments. listen to what he had to say. >> the plane is totally out of control. it's going to be over $4 billion. it's for air force one program. and i think it's ridiculous. i think boeing is doing a little bit of a number. we want boeing to make a lot of money but not that much money. okay. thank you. >> so what exactly is the air force buying from boeing? we're calling these the air force one replacements. it's two 747 planes. someone air force one, the other is air force two. $1.65 billion has been allocated for development through 2019. there's not money set aside in terms of a final cost for building the two 747s. by the way, first deliv

kayla tausche, john forte. the watch continues. we've come within 13 points so far this morning. all hands are on deck. let's check in with bob on the floor once again. >> there's no news event, macro event, economic event. we have these two powerful forces we have been talking about the last several days. number one is the momentum. every trader knows the last two weeks of the year stocks tend to rise. about 70% of the time on the dow average. number one stock? i'm going to call it. goldman sachs why we're at the door now of 20,000. goldman sachs is the highest priced stock in the dow. it's a price weighted index. s&p is a market capitalize weighted index. slightly different. the bigger the price of the stock, largeer the price, the more influence it has on the dow. goldman is the biggest price stock and has had an enormous move since the election. goldman sachs is -- goldman sachs is close to 22%, 23%. one stock is 22% to 23% of the big move we have seen. dow has been up close to 1700 points since then. enormous influence. this is what happens to what i call the politics of con

with john forte and kayla tausche this morning, dow, s&p and nasdaq all trading in record territory, inching closer to 20,000. starting to ask questions about whether it will bring about some selling. looking for about a two-week pull back in the wake of a fed meeting. we'll see. the rest of the week will be interesting. >> for sure. >> best s&p factor today, dragging behind the rest of the post-election rally. interesting to see it join the bunch today. nasdaq hitting a new record early this morning. nfib small business confidence soaring after the election, which a lot of investors are parsing through today. >> bill gates seems to think that stocks are a little expensive. he knows a thing or two about finance. going to get more from him in this show. he spoke to our becky quick earlier this morning. >> nike, of course, the dow's biggest laggard of the year is today the top performing dow component. we'll see how long that dynamic lasts. >>> meanwhile, new cabinet appointment for team trump, giving the nod to exxonmobil's rex tillerson for secretary of state. john harwood is downtow

. >> good monday morning, welcome to "squawk alley," john ford, kayla tausche joining us. steve case, always good to see you. as sarah sad, we're back within 100 points of dow 20k. our top story, though, is about u.s.-china relations moving deeper into the gray this morning, possibly putting pressure on future trade in question. in beijing with the latest on that, younis? >> china's foreign ministry tempted to ease tensions over the drone, saying the militaries were in direct talks to negotiate the handover of the drone. the ministry also cautiously attempted to defend beijing's actions, saying china's navy had a responsible and professional attitude to identify and ascertain this object, if you discover or pick something up from the street, you have to examine it. that was a very different tone than what was coming out of state media, which both defended beijing's actions strongly and mocked donald trump. they called the survey ship a serial offender spying against china. the official press more broadly attacked donald trump, calling him emotional for tweeting that beijin

. >>> good monday morning, welcome to "squawk alley," i'm carl quintanilla, kayla tausche, john ford joining me. roger mcnamee, good morning to you. first up this morning, donald trump taking to twitter over the weekend, reiterating his threats to u.s. companies considering moving production and jobs overseas. "any business that leaves our country for another country, fires its employees, builds a new factory or plant in the other country and thinks it will sell its product back in the u.s. without retribution or consequences is wrong." the president-elect calling for a 35% tax on companies who relocate outside the u.s. promises like these sure to have an affect on equity markets, as well. joining the conversation is samantha, great to see you this morning, welcome back. roger, first let's get your take on what this means for business at large. how much are we discounting into these tweets real policy and how much of it now is bluster? >> i would make the assumption that it's all bluster. we have only one data point to work from, the carrier transaction, where trump promised to save

carl quintanilla nia with jon fortt and kayla tausche at post 9.ning us from henry blodgett and jason calacanis. good morning, guys. we've got breaking news this morning. we've got top executives from at&t and time warner testifying on capitol hill today before the senate judiciary antitrust committee. we're going to monitor that and definitely keep you up to speed. in the meantime, "time" magazine naming donald trump the 2016 person of the year. the president-elect appeared on the "today" show this morning, talked about everything from his upcoming cabinet picks to his relationship with business in the u.s. >> my trade policies are going to be terrific. and by the way, we're lowering taxes in this country. we're getting rid of 90%, maybe 85% of the regulations which are stifling business. boeing is going to be a tremendous beneficiary of that and maybe even mostly regulations. i mean, people are more happy about the regulations, even though we're massively cutting taxes for business. >> all morning long we've been talking to ceos on this show and

i'm carl quintanilla with john ford, kayla tausche this morning at post nine. first it was utx, now boeing, and now donald trump has a new target, lockheed martin. speaking with chris wallace on fox news on sunday. we don't have that sound, but he did talk to chris wallace, and, of course, the tweets followed up this morning, in which he talked about the cost of the f-35, the cost overruns, the amount of money he hopes to save. bill george joins us this morning, cnbc contributor, former exxon board member. bill, good morning to you. >> carl, good to be back on the best show on cable tv. >> here we are again. do you see any pattern emerging here regarding trump and his willingness to call out individual companies? >> well, this is a president who knows how to use social media, and he's going to target it. frankly, i'm happy to see him going after cost overruns in the department of defense. i spent the first three years of my career back in the late '60s doing this, and i'm not sure we made much progress, and i think these overruns need to be looked at. taking a

i'm joe kernen along with kayla tausche. futures are now indicated up 21 on the dow.f interesting. but the s&p is still slightly in the red. but by less than a point. the nasdaq under two points. and look who's here. >> kind of in a holding pattern the last couple days. >> people don't know you're here. they're like, whose voice is that. >> top of the morning to everybody. we've got a full house. >> we do. >> should i get -- >> if you want to. kelly evans is here. are you working this afternoon? >> no. >> just coming in for this. that's a good gig. >> like many i'm cramming for saturday, it's the cfa level one exam. unlike many, i don't have a shot of passing this thing. but i've been taking some time. a few busy things have been going on this fall. >> are you trying to get another job? why are you taking the cfa? >> in this job you can know too much. i would know about that. >> i wouldn't know about that. i'm nowhere close. here are this morning's headlines. u.s. automakers will be out with november sales. estimating sales will be up 2.7% from a year ago. sales would

i'm carl quintanilla with kayla tausche, david faber at the new york stock exchange.is off today. dow's up 54 points. that's another record high as we start a big week with a fed meeting watching some of these tweets from president-elect trump, oil is soaring on this non-opec production cut. >> our road map this morning starts with president-elect trump tweeting about lockheed martin's f-35 program. defense stocks dropping after those comments. lockheed now responding to the criticism. we've got the latest. >> another company that president-elect called out, boeing, announced a big $17 billion deal to sell jetliners to iran. >> and the trump rally carries on. stocks hitting new highs and dow 20,000 in sight. the nasdaq just points away for its own record. >>> first up though president-elect donald trump tweeting this morning about lockheed martin's f-35 program saying the f-35 and cost is out of control. billions of dollars can and will be saved on military and other purchases after january 20th. shares of lockheed martin dropped after that tweet. a lockheed executive

i'm carl quintanilla with kayla tausche at post nine of the new york stock exchange.today. david faber's at the no labels conference in washington. he's going to join us shortly with an exclusive interview with billionaire investor trian fund management's nelson peltz. in the meantime quick check on the markets here. dow did set an all-time high at the get-go. s&p working off its first losing streak since the election and voters in italy delivering a stinging loss to that country's prime minister, matteo renzi will step down after the referendum fails. we're watching that. meantime donald trump issuing a hard warning to business overseas. u.s. former managing director at the institute for international finance charles here as well, but first, john harwood is outside trump tower with the latest on all of that. john. >> reporter: carl, we've had a step forward in the transition process today. the president-elect has named dr. ben carson as his choice to be the secretary of housing and urban development filling one of the vacant posts in his cabinet. still waiting to hea

i'm carl quintanilla with kayla tausche, david faber at post nine of the new york stock exchange.news day as the jobs number comes in at 178, just about on target. unemployment to 4.6. but we're watching wages. starbucks the other big corporate story. and then oil finally taking a breather after a crazy week up about 0.3%. >>> road map begins with a surprise appearance announcing pick for secretary of defense and strong warning for companies planning to leave the united states. >>> as we said 178,000, we're going to break down the jobs number, tumbling unemployment rate and what it means for the fed straight ahead. >>> and starbucks howard schultz stepping down as ceo but staying with the company. more on his role and his future. >>> but first up, president-elect donald trump back in new york this morning with scheduled meetings to include goldman sachs member, heidi highcamp. trump took a victory lap of sorts holding a rally for supporters in cincinnati. but earlier in the day he was busy touting his first accomplishment as president-elect. and that is the deal with carrier to ke