dan geltrude and kenny polcari wall street billionaires lineup to freeze up pro-palestinian studentsn campuses across america. blackrock ceo coming up whether he will join the growing ranks of refusing to hire students who support terrorist attacks. we are coming right back, the dow jones industrial had 50 points. ♪ ♪ is it possible to fall in love with your home... ...before you even step inside? ♪ discover the magnolia home james hardie collection. available now in siding colors, styles and textures. curated by joanna gaines. ♪ explore endless design possibilities. to find your personal style. endless hardie® siding colors. textures and styles. it's possible. with james hardie™. you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you? i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. i go through a lot of pants. before investing carefully read and consider

kenny polcari is coming up.ll be here about reminder of being an investor, being more than 24 hours. i'm being a him facetious about it. the key to that is blocking out the noise. it ain't that easy. it is a make-or-break moment, tomorrow this jobs report, we'll see a big move no matter what in the stock market. so what should you expect? economist lara rhame is here. she will share her thoughts next. ♪. you got this. let's go. gobble gobble. i've seen bigger legs on a turkey! rude. who are you? i'm an investor in a fund that helps advance innovative sports tech like this smart fitness mirror. i'm also mr. leg day...1989! anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. i go through a lot of pants. before investing carefully read and consider fund investment objectives, risks, charges, expenses and more in prospectus at invesco.com. ♪ explore endless design possibilities. to find your personal style. endless hardie® siding colors. textures and sty

kenny polcari, folks.ater in the show i will share more lessons from my new book, unbreakable investor. that is later in "my takeaway." the 10 year obviously has been on a tear since the fomc meeting that concluded on sent 20th. here is the thing, after that, jay powell he articulated some things, bond yields if you remember going into that meeting, 4.31. since then we've been high as 4.89. we kind of retraced this week. still the momentum is to the upside with the bond yields. crossmark global investment chief strategist victoria fernandez. victoria before we start that, market shaking off 30-year bond auction absolute must, following yesterday's 10-year bond auction a absolute bust. what do you make of that? >> both of those following the three-year auction earlier that wasn't that great either. i think it is telling us people are looking for either more yield than what they have seen this week or there is the concern we don't have the buyers out there for all the supply that is coming to market. not onl

liz: kenny polcari, our thanks to you. >> pleasure to be with you. liz: up next, boeing speaking of defense names and other defense companies maybe rushing weapons to israel so the nation can defend itself but without a speaker of the house as we said, congress is stuck in place. as they wait to try to vote in a new speaker, will the democrats work with the new speaker and kickoff an into action. we've got democratic congressman brendan boyle of pennsylvania to hear the other side. that's next. "claman countdown" is coming back and dow jones industrials down 17 points to 33,721. ♪ ♪ tourists in# the power goes out and we still have wifi to do our homework. and that's a good thing? great in my book! who are you? no power? no problem. introducing storm-ready wifi. now you can stay reliably connected through power outages with unlimited cellular data and up to 4 hours of battery back-up to keep you online. only from xfinity. home of the xfinity 10g network. nice footwork. man, you're lucky, watching live sports never used to be this easy. now you can st

let's bring in kenny polcari on this friday. kenny, great to see you.lauren's point, you know, fed chair powell pointed it out that these rising treasury yields kind of doing the job for them, right? >> it is. and i think we're going to see more of that, right? i think, listen, on the one hand while i thought a couple weeks ago the fed should continue to raise, in fact, i've changed my mind partly because of everything else that's now going on in the world and the fact that rates have continued to move higher and will probably continue to do so. so that is doing some of the work for the fed, and i think pausing at the moment is probably the right thing to do. ashley: it's interesting, isn't it, kenny, because you have to kind of give them some props, if you like, jay powell and the board, because they have raised rates 11 times. they're at over 5%, 5.25, something like that, and yet the economy has been remarkably resill yen. he hasn't cratered the economy to try and bring down inflation. >> well, he hasn't. he hasn't yet, right? i think you have to qua

pce on friday, a lot to digest, let's get right to the floor show, joining me and very likely kenny polcari and scott shellady, the deans of market watchers, that's what they told me to say. gentlemen let me begin, scott let me get to you, fear seems to be very prevalent in there's a whole load of reasons why in many issues out of there. what is your take in your position, what advice would you give to somebody who said scott do i buy on the dip or do i hide and wait for this environment to study itself? >> i will say two things, first i understand where he's coming from. i feel to put all of your money to work looking for homerun is probably not advisable considering what's going on geopolitically around the world and also what's going on with our situation and our spending problem, what happened today is pretty common when we came in early this morning the takeover yield of 5% now down to 4.83 not a lot of folks know that is a huge move and bonds and doing so, that tells me number one, the market was the bar we problem this morning. if you go this afternoon starting to worry what's happen

kenny poll kenny polcari -- poll carry withs us.ther a blowout for amazon, do you own it, and do you want to own it? >> no, i own it and and i'm going to buy more of it. this stock is down almost 18% in the last 5-6 weeks from the high, all the nervousness and anxiousness in the markets, all the stuff that we've been talking about has created a buying opportunity in amazon. in fact, look, i'm missing 6% of it this morning because i'm sitting here talking to you. [laughter] stuart: okay. well, where where do you think it's going? would you like to put a price target on amazon? if. >> well, i don't -- i'm not an analyst, so i don't put a price target on it but, look, i own it for the long term. it's one of those foundational names that i think should belong in everyone's portfolio because it gives you broad exposure to that sector, and it's a big mega-cap name at a time when the markets are nervous. so you really a want to kind of put money in places that are liquid, that are mega cap in the sectors that they're in. you talk about it

kenny polcari with me this morning.market impact from what's going on in israel. >> well, there was on monday initially, but now the market is kind of sitting back. as you and i both know, geoyo political events like this don't typically create long-term issues for the market. they cause short-term chaos which we may see again. stuart: there's another mess, and it's in d.c. we don't have a speaker. it's an embarrassment. >> beyond embarrassing. stuart: there's 40 no market impact that i can see. >> well, look, when the gop has no other choice but then to make a deal with the democrats, if they're going to neuter these 8 gop house members, they're going to do the same thing kevin mccarthy did. he's got to go to the democrats, and then they're going to pay a very high rice for that. stuart: indeed they will. the opening of the market, dow's up about 100. we have positive bank earning, i'm going to call them position. jpmorgan, wells fargo and citi. let's go through them. no, i'll go through them later: that is a positive

kenny polcari joins us to look at the market this morning. lauren used the expression goldilocks.not having it. >> no. stuart: o.k.. but doesn't this, the huge increase in the number of jobs here, doesn't that kill anied idea that the fed could be lowering rates anytime soon? >> absolutely, it killed the idea. first of all, that idea was killed weeks ago. but this number is double the expectation at a time when the fed wants to see it, you know, decline, not increase. and the fact that that, listen, and i love lauren, but, you know, she says inflation's decreasing. inflation is still a positive number. you can tell me it's decreasing when it actually goes negative. then i'll believe it. all you have to do is go to the supermarket to find out it is not decreasing. stuart: so we're not looking at a strong stock market in the immediate future, is that that correct? >> i think we're going to look -- no, i think we're going to look still bumpy. i'm going to watch the s&p 4200 today, because that is the long-term average. i want to see if the bulls are defending that level. if they come

chief market strategist kenny pol polcari, looks like the middle east more has caught up with the marketspolitics don't typically price in the long term but does provide short-term chaos when the market rallied and again overnight we see the temperature heat up, raising the temperature, the markets are feeling that pressure. morgan stanley, the opposite the other investment banks, you have this level of nervousness that continues to rise and that makes some sense, causing anxiety in the markets. david: the dow is down 246, another big concern. if iran pushes for an oil embargo, it led to a terrible recession, misery for americans. what happens? >> pleasure to be with you. we are seeing bad policies from the biden administration coming home to roost and this is hitting the markets, markets don't like uncertainty and that is what we are seeing not only in the united states but across the globe and interest rates are up to the highest level since 2007. we will see this happen as the policy is a failure from the biden administration, israel and hamas and all the things going on and what's hap