. >> coming up on the show he leads the largest grocery crane in the u.s., kroger's ceo rodney mcmullen will join us we will talk about covid surges and competition with the likes of amazon and walmart. >>> and bob davis with highland capital will join us to debate the investment world's latest fad, spaces and where he wants to put money to work. >>> let's focus on the big stories today. we have mike as always tracking the market action. and ylan moi has the lat(est on stimulus negotiations which could actually be moving forward this time. mike we are up 171 points or so, near the session highs on the dow. >> boeing certainly lifting the dow. broadly speaking the average stock is up. it is quiet continuation of this rally. not necessarily a breakaway burst to record territory but definitely moving in the right direction if a little tired. 3640ish is about 1% down from here that's the intranet high on november 14th before we broke into this higher zone. that's also where the pullback yesterday morning stopped and pulled back. that seems to be the dividing line between are we going into b

i want to get you quick on kroger they raised their guide.e year hasn't happened in 20 years for kroger and definitely hard to do in that business but you look at lowe's going back to almost april here. >> yeah, this is one again that fits the pattern that i was talking about with david. which is that it is just not enough people are now getting very, very greedy. i cannot believe that it is not enough because i thought it was very good. was there real pressure anywhere no i don't think so kroger -- this stock went up because warren buffett bought a lot of it. bought a lot of snowflake, just so we know signet reported a good number. the stock is down a little -- >> before we go, get to bob, you had xpl logistics on last night, they announced this -- you had brad jacobs on separating logistics and prap operations business. >> it is too hard to figure out what the companies are worth had they're under one roof but the logistics business is extraordinary and get nothing value. old dominion trades at twice, trucking company, twice at what xpo tra

the biggest grocer publicly traded in america is kroger. it's off 5%. sales fall a little shy and even though it ups its full-year profit forecast, it still comes in below some analyst estimates. it kind of tells you a little bit about what is happening with the pandemic stocking up trade it was a big beneficiary, will it be in the future if the pandemic continues to go the way it is? those shares down 5% kroger i'll send things back to you >> you're exactly right, dom who would have necessarily put kroger and zoom in the same basket but sometimes they trade that way, especially on a day like that. we'll see you in a bit. >>> from democrats pelosi and schumer yesterday to republicans mcconnell and mccarthy today and the president himself, it seems all of washington is on board with passing the stimulus relief package. let's get down to ylan with the latest. >> that's right. you're hearing ever the president say he believes they're close to a deal as republican leadership indicates that negotiations are moving in the right direction. >> so, compromise is

we've seen it when they were going into the grocery area in kroger's and kroger's dropped as much as it did and best buy dropped significantly. best buy, all it does is seem to want to go higher. it was pushing all-time highs not too terribly long ago, hovering around that level when i saw the news they were going into the competition and amazon was competing with cvs and walgreens, i just thought it was a great opportunity to buy walgreens and i did. and i'll use the implied volatility where i can sell options against it, scott. i will probably, unless something dramatically changes, this will be one of those names that's going to be in my portfolio that will turn into a merck or pfizer or any of those kinds of names where i think i've bought it at the right price and think i can hold it for a long period of time. all you've got to do is look at that chart in walgreens and it says it all in terms of with are that stock was and where it could like live return to. they do a great job in competition and they're a global company and a lot of reasons why walgreens works. with micron, i s

. >> kroger health is set to hire 1,000 people as it gets set to distribute the vaccines.ns to support operations and administration of the vaccine. the chain didn't say when the vaccines might become available saying it is working with federal and state health departments. >> wonder woman 1984 scored a big victory at the box office. >> nothing good is born from lies. the movie brought in $16.7 million in its openings. the most of any film released during the pandemic. warner brothers is now fast tracking wonder woman ii with gal gadot on board and patty jenkins who will write and direct. >> i didn't get a chance to see it. a lot of folks did. >> a lot of people panned it on social media. people seemed like they weren't really feeling this version. i love wonder woman. it takes me back to childhood and even having the chance to meet linda carter. i don't know now because so many people questioned it. >> i have to watch it myself. i feel like i never agree with the twitter critics, so we'll see. >> naomi thank you. >>> up next, extreme snow removal. a kentucky man turns up

doing kroger across needs to be tackled with this is not sure that we do not need to look and the kind we have heard the effect of in terms of curb reduction during the long period has been equivalent to taking $100.00 degree centigrade over the global warming that we expect for 2030 and we need something which is much more effect but also something which struck in cruising down in the strewn society actually starts a new route which will. make us better off and allowed us to live large but in a much cleaner and nestle poor blocked ounce where where it's certainly accepted the 1st time around right. now we've got in such a mass that i think this is the reason why we're getting so many problems or people of anger votes out i don't think anyone in the world ready and enjoys locking countries down we've lost control of this virus testing trace has been a complete mass a complete waste of money climate change would be similar especially mass the act government generation because i have a reason for doing it the law to happens to be chirpy to mention economically the wealthy conscious liber

this to congress earlier this year -- >> when amazon bought whole foods, they could compete against kroger's and walmart. when facebook bought whatsapp we could compete against telcos who used to charge 10 cents a text message but not anymore. now people can watch videos, get groceries delivered and send private messages for free. that's competition decision. >> reporter: legal experts say the case against facebook is strong. legal filings include an email from mark zuckerberg in 2008 in which he allegedly said, quote, better to buy than to compete. kenneth and mona. >> all right. alex presha there in washington, thank you. >>> a man scheduled to be executed by the federal government today is getting some high-profile help in hopes of saving his life. brandon bernard is 40 years old. he's been in prison since taking part in the 1999 murder of two youth ministers in texas. bernard's case has stirred debate over punishing young offenders because he was 18 at the time. kim kardashian west is now calling on president trump to commute bernard's sentence and she points out the prosecutor and five

people going into their kroger, their cvs. >> reporter: and on a day where we met so many brave americans who offered up their arms, 96-year-old margaret klessens is in a class by herself. this is the second time she volunteers for duty. the world war ii veteran becoming the first v.a. patient to get the vaccine. >> and that was a powerful story today. tom with us again tonight. and tom, the people who got vaccinated today, we know will need a second dose about 21 days from now. and i want to go back to the latest we're hearing on the timeline for access to the vaccine for the rest of the americans across the country? >> reporter: well, david, there are several companies like pfizer working on their vaccine, trying to get through that authorization process. officials at operation warp speed say they've purchased enough vaccine to vaccinate every american by the end of june, but again, david, that's reliant on those companies being as successful as pfizer and getting through that authorization process. >> which, of course, is the hope. tom llamas leading us off tonight. tom, thank you. >>>

especially essential workers like ups, kroger's, i have to essential workers here and neither one can take the vaccine until it's been proven to see how it works on people and i just don't think it's right and i'm not taking the vaccine. going to have a lot of people quit their job becausethey're going to be mandated to take this vaccine which i don't think is right . >> the private entities have a lot of reasons to mandate vaccines. they want to limit their employees and their patrons getting sick. i want to limit absenteeism. they want to gain a reputational advantage whether it's our place is a safe place to work. coming here and you won't get sick. . they want to keep people from getting sick because ultimately it will lower disease outlays of medical expenditures and that will lower their health insurance premium costs. they have a lot of reasons to do it and i would just say that i'm not sure what you and the other color are referring to in terms of, the vaccines are being tested in large trials in 30, 40,000 people and more. and they're relying on very well established statisti

look at kroger. they released a list of the most popular pandemic purchases.and bring in the chocolate, the cheese and the red wine. they did well at kroger this year, not surprising and it's like my diet is well. talk top items were 0-calorie soft drink and then cheese, flavored potato chips number three, white wine number four, rounding the top five whipped cream. comfort food and drinks. stuart: but that is the order of pandemic purchases in terms of most volume. susan: yes and most popular but kroger said because it's been such a rotten year people have transition because of the school home and work from home so you can imagine booze and chocolate played into it. stuart: booze, chocolate and fast food but nothing like it. let me switch gears completely please print look at this. that's an op-ed in the new york post that says no bail, just part of it. la's new da totally eviscerating basic law. bringing the author of that piece, heather mac donald she joins us now but welcome back, heather. good to see you. >> thank you, stuart. pleasure. stuart: is this a

other like cost does, kroger, publix will likely offer it as well.icials say it's like booking a round trip plane ticket. >> there won't be lines because everyone will be by appointment. there's a lot of follow up to ensure they get the second dose up to and including a phone call and we'll be able to do 25 million vaccines a month. >> reporter: experts who say people who have severe allergic reaction will be asked to not get it. for others with less severe allergies and for the rest of us. >> anyone else that has a history of food allergies and the like not related to injected material can go ahead and take the vaccine but will have to be observed for 30 minutes after the immunization. if you don't have a history of allergies, then there will be a shorter time of observation. >> reporter: once we start going en masse, what about a timetable for returning to normal? dr. fauci says if america can get at least 75% of the population vaccinated. >> as we get into the fall we can get real comfort about people being in schools, safe in school be they k-12

kroger health is hiring nearly 1000 people as they get set to provide the coronavirus vaccine at itsacy and clinics. the job includes pharmacy technicians and other positions to support operations and administration of the covid vaccine. cincinnati-based grocery chain did not say when the vaccines might become available but it is working with federal and state health departments. >> thank you for that. >>> holiday retail sales are reportedly up this year, that is compared to last year. sales are up about 3% this year. online spending is up 49% in the pandemic appears to be boosting sales of furniture and home improvement items. >>> preparations are underway for the new year's eve celebration in times square. yesterday, workers installed nearly 200 new waterford crystal panels on the new year's eve ball. the 12 foot sphere features more than 2000 of them. new ones with a new design are swapped in every year . the ball also has more than 32,000 l.e.d. lights. it drops thursday night. >>> and a fitting end to the socially distanced year, there will be no crowds watching below to ring in

they have made self driving deliveries from several places including kroger's grocery store, domino'spizza and walmart. >>> labor department could change how tipping is shared inside a restaurant. a new rule requires employers to share their tips with non-tip workers such as cooks and dishwashers. the rule will help increase pay for back of the house staff who have been historically excluded from the tip pools. but it will only be allowed if the tip workers receive the standard minimum wage in their state, not the lower wage for tipped employees. >>> new developments after one custodian died while working in a middle school. the second had to be sent to the hospital. how the two are connected and what investigators encountered. stay right there. gillette proglide and proglide gel. five blades and a pivoting flexball designed designed to get virtually every hair on the first stroke, while washing away dirt and oil. so you're ready for the day with a clean shave and a clean face. diddeodorants onlysome alumask odor? secret aluminum free helps eliminate odor instead of just masking it. a

it is possible, secretary azar says you can get within a few months end of february into march, to krogermart and get your vaccination like a flu shot, is that overly optimistic or can we be hospital but that is a realistic timeline? >> the moderna vaccine to the picture, that doesn't have to be kept as cold as we are going to see that. the question that remains is to decrease transmissibility. are you less likely to get it if your next to somebody who's been vaccinated, the answer is almost definitely going to bs at the united states military has played an unprecedented role in terms of deploying this vaccine. i spoke to admiral gerard about it today. rear admiral involved in distribution and logistics, gus, in charge of all of this, overseeing it, the military is really efficient, this is going to have an as predicted. we will see 20 million people vaccinated by the end of the year and into the spring, over 100 million. that will slow the pandemic dramatically, hopefully those businesses will all reopen. >> you were talking about when you try to reopen, people are fearful of coming back

we'll have enough supply out there to be reaching out into the general public on your cvs, walgreens, krogersso end of february into large >> and secretary azar says vaccinating the general public could be even earlier if the approval of astrazeneca and johnson & johnson vaccines comes soon >>> and also united airlines will be shipping vaccine doses united flew five cargo only flight delivering it from brussels to chicago earlier this month. >>> and back to the markets, the major averages breaking a multiday losing streak, but once again it was the small caps outpacing the big boys and that rising 2.5% to close at a record high. the index more than doubled from its 52 week low in march and joining me now, mark, encouraging to see the small caps play such a huge leadership role >> yes, it represents a broadening out of the market and that is based on the reopen trade return to moreoriented ecy so very healthy for a bull market to not have such narrow pleer leadership and the small caps sector, a lot of financials are in there and we expect financials to rally next year. there are a lot of head

the work from home, sell work from home but not completely kroger, home depot, best buy home depot is down 6% in a few days that's a lot to move down. the other alternative play is to buy high beta reopening names. what's a high beta reopening name it's oil companies like occidental or hal buliburton those are the things that have been working the problem is high beta goes up really fast and you want broader participation in the market. i think the debate is whether once we get the stimulus, is that a sell on the news event, assume being we get a $1 trillion, $900 billion, is that a sell on the news debate or not? that's kind of, tyler, what the market participants are debating right now. >> thank you very much, bob pisani stimulus and virus concerns up ahead. earlier on "squawk box," optimism was expressed for the economy this year but said it could be as good as it gets for stocks >> next year is going to be a great year for earnings and i think it's going to be a better year for the economy than it is for asset prices i guess kind of put simply, a lot of the gains from a rekocovy a

the loss of its chief financial officer who died in a bicycle crash in las vegas. 57-year-old tom krogers taken part in a 130 mile hike right through nevada. a box truck hit the group on thursday killing five of the cyclist. friends and coworkers say he was an avid athlete and a mainstay of the company. >>> he was also a kid in a candy store when it came to sports basement. he was a nationally ranked triathlete. he didn't pick up the sport until after sport is. >> i done this sometimes, it will be wonderful. don't worry i will take care of you. that is what kills me. i said those words to him. and he is not here anymore. >>> he was married with two adult children and a new born grandchild. the nevada highway patrol is investigating the bicycle crash which was the deadliest in that state since 2004 picture melt biker is recovering after he injured his knee and needed to be rescued in sonoma county. this happened at annandale state park of the we compared the sheriff department posted this video from the helicopter rescue. the crew was able to secure the melt biker into a rescue back and l

the experience will look at what you do for a flu, cbs, -- cvs, kroger's, or at your doctor's office so that is the experience we are trying to recreate. >> dana: president trump calling it a modern-day miracle and touting operation warp speed. >> if i wasn't president you wouldn't have a vaccine for five years, okay? i push the fda, companies involved like nobody's ever been pushed before and now you have it rolling out. but this has been a great really medical miracle. and it's going to have a tremendous impact. >> juan williams, let's start with you and give the floor over to our cohost. >> juan: i think this is great news, dana. i had this covid thing and it is great news. you don't want to mess with this. i just think it is a wonderful day for america that we have this vaccine now being distributed. the key point i would ask everyone to keep in mind, no point, no time to let your guard down. it will take a while for this to be distributed. until then, we all have to be vigilant. we have to keep wearing our masks. we have to keep the social distance in place and just work with ea

and here are video showing the moments inside one of the kroger stores.ies in greeted people as they came through the line really exciting to be in a position to be able to do that and i much rather give the money directly to the community. but the stories behind some of the people she helped her heartbreaking lot of those areas i looked over the communities are underserved. >>and there are so many people that were there they were in shock they were in disbelief as scott arkansas native is a local business owner in a social media strategy is she hopes this will inspire others tv which you can where you are. >>that's an amazing guest is it and santa is busy dropping gifts around the world right now. >>he just went to mongolia. he is going to be hold on 3, 2, 1, there, he is just dropping off in new orleans russia now and on his way to the next spot in russia. getting close to that 2 billion dollar president mark you know he gives 6,000 gifts per second. so don't worry kids. he's already delivered to millions upon millions of kids and he's headed to our hom

when can a family in tennessee or atlanta or anywhere in america -- when can they walk into a kroger or walgreen's or a cvs and get the vaccine? >> yeah, here's the timeline. by the end of the month and a couple weeks, we think we'll have 20 million people vaccinated with these pfizer and in a week the moderna vaccine we hope will have the same approval process. 20 million this month. 50 million vaccinations by the end of january. we believe we will have 100 million shots in arms by the end of february. that means by the end of february, into march, depending on our governors, they make the call, depending on the governors, we could see that general vaccination where you go to cvs, walgreen's, walmart, get your vaccinations just like your flu vaccinations. could be beginning in that late february, into march period. >> bill: so let's play it out the next six months. i spoke with a colleague yesterday from hhs. he's very optimistic. he thinks life in america goes back to normal in the month of june. >> i would agree with the deputy secretary there. we're going to have enough vaccine f

azar: as i've described, we have actually set up these partnerships with c, walgreens, kroger's, communityealth centers andto hospitals take the burden away. money will not be the barrier to ensuring that underserved get vaccinated, so we will make sure that is available, but it's also important they understand, t mre are a lot hs out there about what the role is. the state and local governmentasare not beind to set up vaccine clinics but rather to leverage the systems that already help get people judy: esther secretary, the world' population, but 23% of the cases in the worldvi of 19. how did that happen? how did this administration oversee a situation where it is so disproportionately affected -- affecting the american people? sec. azar: as we just talked about, we are on the verge of having a vaccinaceon. we are ced about the surge and we are asking people to please act responsibly. we want everyone to get to the day where they are vaccinated. . that means washing your hands, watch your distance, wear your face covering. please be very careful. judy: but that message has been a mixed --

people going into their kroger, their cvs, walgreens. >> the general population? >> yeah. >> wow. >> that is absolutely awesome news but do not forget, even if we get the vaccines by march, it is still a long way off. and every single day brings more pain and suffering across this country. today, we expect to pass 300,000 deaths in america. let's put that into context. that's more than the uk, france, italy, russia and spain combined. and we've been averaging more than 200,000 cases and nearly 3,000 deaths a day for almost a week. we've got reporters across the country waiting for that vaccine to arrive. and i want to take you there start with my colleague, my partner, ali velshi in houston, texas. texas is supposed to get a quarter million doses in this first wave. how are they getting ready? >> yeah, so you and i know this place as an oil state and oil city. houston is a medical city. we're getting 225,000 closes through the course of the week. they're going to san antonio, dallas, austin and then here to houston. houston has the biggest medical campus in the en

out there to be reaching, out into the general public for administration at your cvss, walgreens, krogers, near the end of february into march and if we get j & j and astrazeneca coming in, their data should be coming in in the middle of january, that would advance that even further with additional supplies from them. >> more great news yesterday, mr. secretary, pfizer's ceo implied that some of the raw materials used to make their vaccine are in short supply now question, why in the worldo make sure we have the raw materials ne hasn't the united states used the defense production act to make sure we have the raw materials necessary? why haven't we >> so, shep, i can assure you that we are working with pfizer on this precise issue right now. >> i'm sure, but i wonder why it was that we didn't say, all right, we must do this, defense production act >> well, we only know -- see, the difference between pfizer and the six other manufacturers of vaccines that operation warp speed works with is that with the other manufacturers, we're actually helping with r & d and manufacturing. pfizer, while

our governors will start doing more general vaccination efforts where you're really going to your kroger or cvs, walgreens and getting your covid vaccine very much like you get your flu vaccine. we believe that in the second quarter, we'll have enough vaccine for every american who wants to get vaccinated. >> now the vaccine is very temperature-sensitive so as it's shipped its got to be kept at almost negative 100 degrees fahrenheit. among other things it created a run on dry ice and created a very sophisticated cold storage supply chain, if you will. also, the shipments need to be equipped with a gps thermal sensor that will tell a tower not only the location of the shipment but the quality of that shipment. liz? >> liz: mike tobin, thank you very much we can see mixed picture for refrigeration regulation stocks fedex moving higher right now with less than an hour left to trade it's really impossible to avoid the anxiety stemming not just from the wait on the vaccine but congress. congress is still at an impasse on the $900 billion covid relief package and not to throw another ball in t

. >> well, judy, as i have described, we've actually set up partnerships with cvs, walgreen's, krogers, community health nters, hospitals to really take that burden away. money is not going to be the barrier toes ensuringpecially that the underserved get vaccinated or others, we'll make sure that that is available, but it's also important that they understand, because there are a lot of myths out there about what the role is, the stateand the local governments are not being asked to set up vaccine clinics but rather to leverage raj the systems that already help get people vaccinated every single year. >> woodruff: mr. secretary, the united states, as you know, as 4% of the wporld's pulation but has 23% of the cases in the world of covid 19. how did that happen? how did this administration oversee a situation where it is so disproportionately affecting the american people?ud >> well, as we just talked tout, we're on the verge just days from havie vaccine and we are concerned about the number of cases, the inhospitalizations we're sin the country and we're asking people, please, please,

, i think you'll start seeing much more, like a flu vaccination campaign, people going into their krogereir cvs, their walgreens. >> the general population? >> yeah, yeah. >> dr. celine gounder joins us, an infectious disease specialist and a member of the biden's coronavirus advisory board. that time frame, late february/march for the general public to begin to receiving it, maybe in their local cvs, that is perhaps more ambitious and a rosier view than i've heard recently. your take on that? >> i would agree with you, john. i think that is a fairly optimistic timeline. you know, as you will note, he did preface that by "if the astrazeneca and johnson & johnson vaccines do bear fruit in our grant of the emergency use authorizations in a pretty fast timeline here. so i think i would still caution against being overly optimistic. i think we're probably still looking at april or may before we start to see the general population being vaccinated here. >> i know we want to get to some viewer questions, because we have so many about the vaccine, so here's one from nona in washington state. is

and here are video showing the moments inside one of the kroger stores. she even bag the groceries in greeted people as they came through the line really exciting to be in a position to be able to do that and i much rather give the money directly to the community. but the stories behind some of the people she helped her heartbreaking lot of those areas i looked over the communities are underserved. >>and there are so many people that were there they were in shock they were in disbelief as scott arkansas native is a local business owner in a social media strategy is she hopes this will inspire others for tv which you can where you are. 5.56 at the time and coming up next our kron 4 morning news, a grim outlook for california, the state is just hit one percent of icu bed capacity and it's it's a closure to another grim milestone we'll talk more about that and local families in need in san jose will be getting food for the holidays live with details on that live with details on that coming up in a moment. did you know prilosec otc can stop frequent heartburn

and here are video showing the moments inside one of the kroger stores.s in greeted people as they came through the line really exciting to be in a position to be able to do that and i much rather give the money directly to the community. but the stories behind some of the people she helped her heartbreaking lot of those areas i looked over the communities are underserved. >>and there are so many people that were there they were in shock they were in disbelief as scott arkansas native is a local business owner in a social media strategy is she hopes this will inspire others tv which you can where you are. >>a great story and we want to tell your story how are you spending your christmas day go to our facebook page like these posted. oh you got ours is head skids post your picture all the little baby celebrating christmas day and we will share them live right here on the cross for morning she got a baby yoda today. yeah that's share with the kids got this morning, we'll opening their gifts and we'll be back with more in just a few minutes. christmas eve...

. >> you could see that general vaccination where you can go to your cvs or walgreens or kroger, walmartations just like your flu vaccinations for it could really be beginning in that late february and into march period. >> i think it's more realistic to assume that it may be closer to mid summer or early fall when the vaccine makes its way to the general population. >> brian: when i heard the former surgeon general and that may be future surgeon general make that statement, i fell off my chair. mid summer as opposed to mid spring? huge difference. >> no kidding. and i understand the political motivation to want to set the bar low and then clear it, but operation warp speed is set up has a turnkey operation with career officials, professionals with the public sector, private sector, u.s. military, and some of these great american companies like fedex, ups, cvs, walgreens. the system is in place if everything goes as planned, secretary azar is exactly right, we could be in the general population because we've not only got the two approved vaccines, we are looking at potentially others lik

these stocks have really rebounded back more than grocery stores like kroger, and they are poised toation and vaccine optimism we've seen the last few weeks continue into 2021. matt: thanks so much for joining us. heather burke from our mliv team. check out the blog, mliv in your bloomberg terminal. anna: that is it for the european market open. "surveillance" is next. theye shot of london and will be keeping an eye on london when brexit conversations move this week to brussels. this is bloomberg. ♪ francine: brussels or bust. boris johnson to -- travel to stop the deal. the u.k.ollout, vaccinates its first citizens and what it calls the biggest immunization campaign in history. stocks and u.s. futures dip on a report pfizer won't get more doses until at least june. welcome to bloomberg surveillance. in the markets on the back of what we heard of a possible new deal --

krog kroger's is down.ales didn't meet forecast but in this toppy market you get punished for underperformance. they said online sales doubled in the summer months and next year will be better than anticipated, 2021. finally, one of the big decliners this morning, one of stuart's favorite stocks, you know what it does, right? stuart: tell me and the million people watching. susan: first, it lost three times more money than anticipated. it's a big data manager and it puts data in the right places so you can find it and analyze it properly. i just want to hear you say the name. stuart: splunk. it's not a data miner so much as -- susan: organizer, call it. stuart: how old is this company? susan: not at all. now you hear about age all of a sudden. stuart: good one. well done. check futures, please. overall, a little bit of green there. this isn't a major rally by any means but we have green on your screen this thursday morning. >>> look at this headline. believe it or not, it's in "the washington post." quote,

here is your work from home stuff, the krogers, home depot, keep an eye on home depot, that's the big in the consumer discretionary group, that's looking very toppy recently sherwin williams, target, all down this is for december what is a little more concerning is the industrials, they had a great, great rally david was talking about the steel stocks too they also sort of run out of steam. that's a little more disconcerting given that i said that's part of the reopening story, cummins, rockwell, some other names out there, eaton, down for not the stu the month this is what we call the high beta stuff, the oil names, you know, like occidental, the cruise lines, the airlines these are stocks, high beta names that they move on whether the markets move or not. the market moves 1%, they move 2% they jump around an awful lot. so far they have been holding up but you kind of want a much broader rally on that. that's going to be the issue right now. we don't want just the high bet why stock stocks moving around, you want broad participation in the market we had it up until a few days ago sta

supply out there to be reaching out into the general public for administration at your cvs, walgreens, krogers, near the end of february, into march. >> jim, already the uk has vaccinated 130,000 people in first week >> yeah, they make a lot of the substance for every single one of the vaccines and they're saying that too bullish -- i'm too bullish short-term, meaning the next month and a half. did not necessarily disagree about the vaccine glut, by the way, it is all j&j, carl you can have pfizer maybe boost by 50 million, but all j&j i'm told the j&j is still on target but if j&j does a one shot vaccine, and they have as many as i think they do, then we will have a vaccine glut and we'll get to the first quarter, end of first quarter and we will be in good shape, but, david, if we do not get something that tides us over, we have a big gap between -- between now and march. >> yeah, we do we do. we talked about it, and it could be a big issue that said, the stock market, jim, just does nothing but go up nasdaq now up 40% for this year. the s&p having a very strng year, up 14 plus percent at th

march time period, you will see much more like the flu vaccine campaign and people going into the kroger and the walmart and the -- >>population >> yes. >> and now i saw a poll coming out from nbc news and ipsos that said that 88% of americans were willing to get vaccine, and which is a higher number than we have been seeing in the polls. but it says 44% of them wanted to wait. didn't want to get it right away should people wait >> well, i would advise people to do what their governors say in terms of prioritization just as we are rolling out these historic new supplies, by their nature, we will all be getting it. >> if you could get it, should you get it right away if you are in line and your time is up? >> i hope you will this is a 94% effective vaccine. it's gone through every aspect of fda process with integrity and transparent data no, if you are recommended to get it and it is available to you, please do get it and protect those around you please get the vaccine. >> you just mentioned integrity at the fda process i have to ask you because you and other officials are out there this

they are over the top, and i was like wow, i mean, compared to going to whole foods or shop-rite or krogeruch safer and i think no offense, i think the media, i owned a media company, it happened to focus on travel, the media has just taken this and just keeps running with it and now it was initially, you know, overwhelming hospitals, then that didn't really happen outside of some key areas, then it was, you know, let's, you know, slow the spread, then it became death counts, then it became cases, now we're back to cases and death counts. connell: to be fair, the overwhelming of hospitals did happen in some key areas earlier, especially here. >> select areas. connell: i assume you are alluding to new york. now it's happening in far more than select areas. we are up to 320,000 some odd people dead around the country. there are real issues here and in california, in particular, it's another -- you do have hospital problems if we are being fair. >> absolutely. but think of it. back in the beginning of this they furloughed hospital workers. my sister-in-law's a nurse. she got put on a phone ba

enough supply to be reaching out into the general public for administration at your cvs's, walgreens, krogerse this is all dependent on vaccine supplies and vaccine logistics going smoothly >>> deal news for you this morning, pot companies tilray and aphria will combine to create the world's biggest pot producer don't miss a first on cnbc interview with the ceos of both of those companies on closing bell at 4 p.m. eastern time. >>> massachusetts security regulators are expected to file a complaint against robinhood today. they're aggressively marketing to inexperienced investors and not implementing controls to try and protect them andrew >> okay. we're following two big stories impacting the markets and your money at this hour mike santoli is going to join us in a moment to take stop of the breadth of the recent rally. first we'll get it over to ylan mui with the suddenly optimistic stimulus talks. good morning, again. >> reporter: andrew, those talks did last late into last night as leadership from both parties try to hammer out this deal before the end of the week because that's when the g

quieting realistically by end of february into marcher governors doing more vaccination efforts kroger'sve enough vaccine for every american who wants to get vaccinated as you know, not a moment in time that really keeps rolling off week by week, 5, 10, 20 milliono doses get out there that we provide, so, yes what is going to happen you asked about mechanics with pfizer as soon as we get final documents by fda we give instruction on pfizer where to ship use fedex ups drop ship through a very title controlled system, to the 636 governors have isolated for inch tranche could see vaccinations monday or tuesday depending when fda gets everything signed moderna will use, their distributor get to where governors temperature them to get product. >> ideally we might be seeiing inoculations as soon as monday. >> absolutely we have prepositioned shipped out the kits that we built, so we have the kits that have needles prepositioned 636 sites just a small tranche we will get to many thousands very soon. >> secretary what is the difference between the different companivenes we've got another vaccine

down a touch, covid deaths do set a new record, and we got news on snowflake, crowd strike, chevron, krogerkets and new highs. goldman says that a fiscal relief deal is now more likely >> and there are going to be some job cuts at 3m. the pandemic facing a global restructuring for that dow component. and finally, just reading through the note from goldma

think amazon, kroger, those are examples. mcdonald's as well.vid-19 but those are big players. they can mostly incur the costs. it is a little more difficult for smaller business owners. according to the federation, or national federation of independent businesses they say that smaller businesses need protection or face excessive litigation. >> they typically are not sued by the white shoe trial attorneys. we find their victim is bottom-feeders of the trial bar who will say, if you don't give me x-amount of money by x-day i will sue you. reporter: labor and civil rights stu, are very against this type of shield. they say employees have to work. they need a protection. they worry that businesses may skimp out on protection as well. stuart: it as racket. that is myp opinion. thanks kristina. i'm being a little extreme. much more ahead, including new stimulus checks, 600 bucks. some say too little too late. charles payne on that coming up. secretary asar and dr. fauci getting the vaccine. it is right there. we'll bring you more when it hams. >>> th

population potentially other essential front line workers and then your parents can go to the cvs or kroger's or the doctor's office to get in line for the vaccine. >> all right. thank you so much, dr. gupta. bob costa, we heard good news coming from the hill over the past week that joe manchin and some republicans including lindsey graham were working on a covid relief bill and were making great progress. word out yet mitch mcconnell thinks that he might be able to kill it. what's the word from the hill? >> that is the word, joe. and the last few weeks have been pretty revealing because the centrists from senator manchin to senator collins, we can -- some people can quibble over whether they should be called centrist but they're more centrist than others in their party. they have been trying to do their own deal, but at the end of the day, they don't have the power. mitch mcconnell, the majority leader, makes the decisions for where the republicans are going to go and he's not comfortable i'm told business he confidants with the arrangement in terms of liability, a liability shield being inc

especially essential workers, ups, kroger's, i have two essential workers and neither can take the vaccine i don't think it's right. and i'm not taking the vaccine if you're going to have a lot of people quitting their job because they will be mandated to take this vaccine which i don't think is right. private entities have a lot of reasons to mandate vaccines. limitthey want to employees and customers getting sick. they want to limit absenteeism, they want a reputational is atage knowing that this safe place to work and you will not get sick coming here, being a patient of this store or institution. they want to keep people from getting sick because ultimately the outlays of medical healthtures, and insurance premium costs. they have a lot of reasons to do it. not sure what you're referring to in terms of proven, but the vaccines have been tested in large trials, 30,000 to 40,000 people or more. they were relying on well-established history, measures and stiff they were effective or not. and the cdc and the fda have already mandated that this could be close to follow for efficacy evaluati

walmart, amazon, kroger all facing lawsuits relating to covid-19, but these big players can most likelynational independent federation of businesses, and they said businesses or small businesses need protection, or they could face excessive litigation. listen in. >> we're concerned that a restaurant the tour, for example -- restaurant tour, for example, somebody comes into their business and those tables are 5 and a half feet apart instead of 6 feet, that is grounds for a threatening letter that extracts a settlement of several thousand dollars from them. >> reporter: at this point 21 states have taken it into their own hands to pass some type of liability shield, but you have civil rights groups as well as labor groups that oppose any shield because it says it strips away the protection for employees especially as they work during a pandemic and could encourage businesses to skimp out on protection. back to you guys. pete: kristina, thank you very much, appreciate it. on another topic this morning, some law makers fuming over that nearly 6,000-page stimulus bill causing six gop if sena