lee carter joins us live. what has reaction been to the president's speech? >> i'm getting flack for saying this, it was a very good speech, probably one of president biden's best speeches. does that mean it was great overall? no, it was a good speech, except two things, delivery and his credibility, specifically on issues related to the economy, inflation and working together with republicans. >> steve: it is all about unity, when you are together in the big room, you should pretend and he was pretending. here are sound bites, here is the first one, the president talking about china and he obliquely references that thing that floated over america last week. watch. >> president biden: make no mistake about it, we made clear last week, if china threatens our sovereignty, we will act to protect our country and we did. >> steve: okay. >> not a huge reaction, democrats gave it c, independents, d, republicans d plus. it was strong language, people said it was strong language, his actions didn't deliver. he should have acted sooner. anybody who tries to say this is

lee carter is president and partner at manlanski and partners. hampshire survey concerning the republican primary in 2024. i want to put it up not because it's time to do this kind of stuff. it's early. look at the numbers. ron desantis, 42%. trump and nikki haley and sununu. this is your business. is this instructive to you at all this polling? >> it is instructive. it shows me where the momentum is. the momentum is clearly about donald trump and ron desantis. when you look at the polling overall, who else has a shot? the thing is that nikki haley falls far down to the bottom. you showed the new hampshire poll. if you look at south carolina polling, she's third with 12%. if you look at nationwide polling, she's fourth or fifth. is this that surprising? it's not. the people of america don't know which nikki haley is running for us a. that's what she said. she said when she talked to martha that there is a place -- if there's a place for me, i'll get in. she has to find that place but she's got to define that place for the american people. why is

the hot topics mark tepper, lee carter, mark workplace your reaction of this quiet change in the numbersstry has pushed back on this misinformation that joe biden keeps spewing out about oil companies. mark: the biden administration, is insisting this was an error because they want everyone to know they are just incompetent not dishonest as well when you look at interview with chevron ceo, this is you know the whole permitting process it is not a one and done deal there are several permits a long complicated process that oil companies have to go through. beyond that might not economics of drilling on that federal land just might not make sense, right? might be cost prohibitive, beyond that you have the fact oil industry in general, he has been in this administration's crosshairs since day one i mean in state of the union speech president biden said, we need oil for 10 more years? really? that is it joe? 10 more years? it makes it very difficult for energy companies to investment for the long run when they might die three, five, seven years from today makes it very difficult. maria: that

. >> harris: pollster lee carter. we haven't seen each other since a live audience election night and hard at work talking with voters ever since. the state of the union. each president has his own challenges. >> the state of the union only speaks to the base. most people don't watch it if you don't like the president. so this is an opportunity to launch his campaign for 2024 and try to lay out what it is he will be trying to do. he won't change huge swings in approval numbers. that rarely happens. but what he does need to do is show he is very much in touch with the issues and a plan to make things better. >> harris: let's look at the polls, some of them. another one now showing that even president biden's fellow democrats don't want him to run again. only 37% of democrats say yes to a re-election bid. the white house press secretary trying to field a question on those brutal numbers. here she goes. dodge ball. >> the president has been clear he intends to run and i think the way that we should look at this is what w

james freeman, lee carter, joe lavorgna, thank you so much for being here.u tomorrow. ashley webster in for stuart this morning, take it away. ashley: good morning, maria, and good morning, everyone.

lee carter sarkar with us right now and how that all goes down. type of developments even in corporate america where a lot of boards have to deal with the ceo who becomes ill. not always a case of depression, as in the case with senator fetterman but there is a procedure in place how to deal with that. sometimes the ceo is even dying. there are no such immediate rules here. how do you think this plays out? >> well i think it's a really really difficult situation. first and foremost, i agree with the president, sending our best wishes to the senator. i don't think anybody wants to see him struggling and certainly , he's commendable for going in and dealing with his mental health issues. the real question though is why don't we have similar rules in the senate that we would if you were in the corporate world? if you were in the corporate world on your eighth consecutive day of absence you're considered on short-term disability. you be out and the company be within their rights to try and have somebody replace that work that you're doing and the peopl

here to break them all down is partner and president at maslansky and partners lee carter.here. >> ainsley: what was everyone's favorite. >> the first one we are going to watch caught everyone's attention early dunkin' donuts. >> get a doughnut for incremental dollar? how can it be this inexpensive and good. just give you 10 munchkins you look a little lost. one second, i'm trying to find the bagels. >> do i look familiar. >> no. >> should i be in it. >> i want you. >> what are you doing here? is this what you do when you say you are going to work all day? >> i got to go, guys. >> grab me a glazed. >> ainsley: i think this is the first time democrats, republicans and independents all agreed. >> absolutely, across the board they gave this an a. it was really smart campaign because everybody knows that ben affleck loves his dunkin' donuts. inside look at their relationship. they did a lot of social media build up to the moment. well done. >> ainsley: i loved the bradley cooper commercial with his mom trying to be an actress. let wanted watch a clip of that. >> tell you all th

maria: i'm wondering if the money going into travel and services has lagged, lee carter.n going. people are buying trips and hotel rooms. i don't know you how long the that lasts. >> the trend is definitely towards experiences now more than anything else. i think after people have been cooped up they the want to travel more than ever. i'm intrigued by the deals and also in the wall street journal they're talking about airplane fares he despite having huge inflation over 12 months, in the last month prices are coming down. i wonder if that's an indicator of what adam was talking about, we have a two tier economy. there's people who are able to afford and are going to continue to spend. a lot of people are hit harder right now, the middle and lower tiers. is that part of the reason we're seeing the decline in air fares and some of the deals. >> it's definitely affecting the type of traveler heading out there. looking to spring break, people are changing or avoiding plans because of how expensive things are right now. if you have immediate travel plans and you can find a swe

lee carter is dialing for us at the top or in the next segment right after the break. >> steve: she hasials. >> brian: plus lebron james becomes history all-time leading scorer. enes kanter freedom crying foul. his fiery response still ahead ♪ good morning ♪ na na na ♪ good morning ♪ the rest of my life going to start today ♪ ye ♪ ah. i respect that. but that cough looks pretty bad. try this robitussin honey. the real honey you love, plus the powerful cough relief you need. mind if i root through your trash? robitussin. the only brand with real honeyand elderberry. people remember ads with a catchy song. so to help you remember that liberty mutual customizes your home insurance, here's a little number you'll never forget. ♪ customize and save. ♪ only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪ cole hauser is an award winning actor. beyond his impressive career, he is a proud supporter of the tunnel to towers foundation. i was able to spend some time with cole and his family to reflect on those who have sacrificed so much to defend our freedom. you know, as i started t

couple of trades we're hitting the financials and the transports. 5u8 aboard mim h i'm melissa lee. carterth, mike khouw, and special appearance from the general himself, jeff mills. we start off with deeper dive on the consumer so many names tied to travel, leisure and shopping, this week the trade rolling over, next week on value type's day we get the cpi report and a number of earnings report from names tied to the wallets of the consumer carter, what are the charting telling you? >> take a look xrt, a great etf because it is equal weight, about 95 stocks. you could be foot locker, amazon, same weight essentially. and look how technical it is this is the august high. when it was declared the s&p was in a new bull market, up more than 20% this is the high just of a week ago. they're the exact same level to the penny $75.78 #, $75.79 that's known as a double top what we have now, of course, is a break in trend a break in trend is imminent, hasn't happened yet but that's my conclusion. and i would just say what we're really looking at is something along the lines of this. that you're going

i want to go to lee carter, and doug shchoen.ometimes there could be a brush fire where there's a challenger and others might be following in this case if it looks like she might be registering. doug, as a democratic pollster, what do you read into the williamson challenge? >> you make an important point, neil. when i was in the clinton white house, our prime goal was to prevent jesse jackson or any other opponent to run against bill clinton and divide the democratic electorate. joe biden has a similar goal. democrats have consolidated recently behind him, yes, but there's still substantial disapproval, particularly many on the far left. if marianne williamson or others appeal to that it could be damaging in a close general election, which the polls now show it to be in the fall of 2024. neil: you know to that point and i'll pursue this, lee, with you as well. to finish off a democratic point with doug. when ted kennedy challenged jimmy carter, he might have survived that, but losing the election and not blaming that on ted kenne

co-host of the "the five" and former democratic congressman from tennessee, harold ford just and lee carter. great to have you with us. let's started with you, harold. what did you make of the president's statement and the fact that he didn't take any questions? >> well, i think -- thanks for having me on, first. marc was largely right. the tone is more aggressive than i would have. this speech could have been given sooner. it was not a classified briefing. it was a briefing. i was glad that he gave the frame of competition versus conflict and reminded us of that. the thing i would take await for it -- marc is asking for a doctrine. for the vice president to say we shouldn't be concerned about it, if we had a doctrine, we could understand the conclusion. if you like to mark warner, democrat, he said he believed that china would have shot down an american balloon. the president has a different opinion. they need to give us more than what they have given us. he needs to be more transparent not only about this but even about the three balloons. i was as troubled as marc was. if this is related

as lee carter likes to remind me, don't give it too much talk in to anything you say these days. n fascinating watching especially since the state of the union is the independents. the role of the independents is vital in this election. we saw that independents are turned off by the state of the union address and what the president talked about. it wasn't because of the message itself, they said it wasn't credible. many feels says he's out of touch with reality. this gives an edge to the republicans at this point in time. we have seen things just shift back and forth. >> martha: you know, among the republicans, the focus is on nikki haley this week. wednesday she announces a presidential run of her own. the flood gates are open. we could see a crowded field. how do you see that going here and how each positions themselves? you know, the big apple in the room is the former president himself. he was the lone presidential candidate in the party. he will have a lot of company. >> there's no doubt about that. i think the more folks that enter the race, the more it benefits the former p

a spiraling out of control, of market performance, we will keep a spotlight on it mark tepper, lee carter great show have a good day we see you tomorrow markets up 72 points on dow industrials, "varney & company" up next take it >> good morning and here we go, the ever-growing threat of china, is front and center in the news today, florida governor ron desantis, slams what he calls, china's covid-19 cover-up to buy any said that the u.s. response is a major failure and president bidd that there is no consensus as te origins of the pandemic but he also said that you have a president who will get to the bottom of this and news today is that china has started building, thousands of fire plants cold vastly increasing cot emissions and they will not sacrifice for climate change and are they are rivalry enemy to the markets, yes a modest gain for the stocks and medicament to begin today, vidal looks like it again of 70 points at the opening bell, and 16 from the nasdaq in the interest rates and aging ever so higher and neil is now 394, and into your coming in the summer ejected was for innovati

more about the top take aways is the president of maslansky and partners, author of persuasion, lee carterre. mark penn is here. thanks very much for being here. let's talk about your take aways, lee. let's talk biden on inflation. here he is last night. watch. >> inflation has been a global problem because the pandemic disrupted our supply chains and putin's unfair and brutal war in ukraine disrupted energy supply as well as food supplies blocking all that grain in ukraine. but we're better positioned than any country on earth right now, here at home gas prices are down $1.50 from their peak, food inflation coming down, not fast enough but coming down. inflation has fallen every month for the last six months while take home pay has gone up. maria: we saw the lines there. what was that telling us. >> that was telling you voter reaction. the blue line was the democrats. that wasn't surprising. it was pretty high, not as high as you would expect. they gave him overall about a b. when you saw the yellow line, that's the independent line, red, republican line. what we saw last night was indepe

also joining the conversation all morning long is mark tepper and lee carter.o see everybody this morning. thank you for being here. quincy, kicking things off with you. how would assess the consumer right now as we wait to see these earnings from big retail? >> the consumer continues to spend, maria, albeit using credit cards a little bit more. we're seeing that and we're seeing some of the higher net worth consumers going in for necessities, for example, walmart, the dollar stores and maybe we'll see it at target but nonetheless consumers are buying houses, as they buy houses they're going to have to furnish those houses. we may see a little bit of an uptick with more of the durable goods that we had not seen for a while as we came out of the pandemic and started to experience travel again. maria: yeah. and yet the ging guidance has bn really tepid, the home depot guidance causing a huge selloff in that stock. what are you expecting from the macro story? do you think we will see a recession this year? >> we may not see the recession this year. we may see a sl

james freeman, lee carter, joe lavorgna, thank you so much for being here. have a great day, everybody, we'll see you tomorrow. ashley webster in for stuart this morning, take it away. ashley: good morning, maria, and good morning, everyone. i'm ashley webster in today for stuart varney. elon musk is looking to the appoint a new ceo of twitter by 20 the 23, so get your resumÉ ready. and you know what? tesla shareholders have on the happy with that news. and we're also learning musk donates nearly $2 million worth of tesla stock to charity last year. and the white house says tesla has agreed to the make at least 7,500 of its publicly-accessible chargers in the u.s. available for use by any compatible ev by the end of 2024. that's all of tesla we know of so far. meantime the, the people in the town of east palestine, ohio, where the train the filled with chemicals derailed, they're filling sick, getting rashes, saddled with migraines while animals are dropping dead. yet we're being told and they're being toldst the safe to return home. we're going to the talk

lee than steve. steve has been to president carter since 81. he helped research and edit carter's book, keeping faith, and has really had a hand in every book too. carter has written or projects or classes at emory university, so sit back, enjoy its time to learn a lot about president and mrs. carter. steve stanley. thank you, tony. thank you, tony and it is really quite an honor for me to be invited to to come here. and i appreciate it. i especially appreciate it because i don't know what percentage of my life has been in the research room here but i would say pretty close to 30% now. well, start out back. in 1987. that's when research room opened at the jimmy carter library. you weren't here for that. that occasion, but was the year, i believe, when you decided to work on the carter's. what made you to take topic up? the summer of 1987, i was involved in a seminar on religion and politics in western society. i just finished a book and i was just looking around. another topic writing a presidential biography course was beyond my imagination. b

lee. on the desk tonight, tim seymour, courtney garcia, steve grasso and carter worth. the yield on ten-year treasurie hitting its highest level as expectations for aggressive rate hikes grew meantime, stocks closing near their highs of the day with the dow gaining nearly 130 points. the nasdaq down but managed to post a gain for the week which of these markets is getting the read right this comes on the heels of a lot of hawkish fed speak we had a couple banks say they're adding a rate hike to their expectations, expecting a 25-point basis height in june, and the market reaction was sort of like, meh, i don't care. >> if you look at fed fund futures they've moved out and higher in other words, not only higher for longer, but the fact we're moving out to august, wouldn't surprise me if we got to september, maybe october soon in terms of peak fed funds. i know we hate these terms we coin on wall street. the no-landing was i think the term of the week i think it's delayed landing, and i think that's where equities are >> delayed hard landing? >> landing of some kind. i'm

lee. this is "options action" live from the nasdaq site on the desk, mike khouw, carter worth, and bonawyn eisen another pivotal week for retail earnings so we're devoting a second options friday to them we are talking target, up 10% but sliding from recent highs. carter, what do the chart say? ahead of earnings on tuesday >> two ways to look at target. of course on its own and as an absolute chart as bearish to bullish reversal another way to look at target, ands -- and this is very important, ratio target to walmart. walmart is the favorite, and target is th less desired or wanted on wall street we're playing the opposite we think target is actually going to do better on its earnings result than walmart did on it. >> one of the reasons why is they're more exposed to consumer discretionary than staples target, that is. you've got a trade for us, here, mike >> this is an interesting situation, because target doesn't look terribly cheap on a trailing basis this is a name that's moved sharply on the last several earnings they have had they have had two double digit moves out of the last thre

lee tonight. this is "options action" live from times square in new york city on the desk tonight, mike khouw, carter worth, and brian stutland as you can see there the groundhog says we're getting six more week of winter, but in bloom on wall street check out some of the name on deck to report results all ready to deliver results next week some let's drill down on what we can expect from some of those stocks we'll kick it off with uber. it's been a five-star start. mike khouw, what do you think about uber >> obviously it's been a spectacular beginning to the year it's been a big run we've seen this week. up 7% or so just since wednesday. the options market is implying a move of about 11% by the end of next week after they report earnings, but a lot of the flow we saw this weak was bullish the biggest coming in the weekly 32.5 calls that expire at the end of the next week we saw a good size by a nearly 8,000 of those paid $1.18 the stock higher if you're looking to pay something similar probably have to go up a dollar this strikes but the flow is bullish. >> flow is bullish carter worth, what do you

lee. this is "options action" live from the nasdaq market side from times square in new york city. on the desk tonight, mike khouw, carter worth, and brian stutland the groundhog says we're getting six more weeks of winter, check out the names on deck to report results. paypal, disney, uber, pepsi co all ready to deliver results next week. let's drill down on what we can expect out of some of those stocks we'll kick it off with uber. it's been a five-star rating start for the year for the ridesharing stock, shares up more than 30%. so mike khouw, what do you think about uber >> yeah, i mean, obviously it's been a spectacular beginning to the year, it's been a big run we've seen this week it's up 7% or so just since wednesday. the options market right now is implying a move of about 11% by the end of next week after they report earnings, a lot of flow we saw on the options market this week was bullish. the biggest coming in the weekly 2 1/2 calls that expire at the end of next week nearly 8,000 of these, the buyer paid about $1.18 the stock's a little bit higher. if you're looking to play something similar go up a dollar

lee zeldin. it's unfortunate. i'll continue to fight for their interests and a public safety and look, we have a police officer's murderer up for parole next month, gerard carterland by a thug and if we allow this police officer to be released once again sends the wrong message that we are put putting kr criminals beforec safety and law enforcement. maria: thanks very much for being here, walking us through it. we so appreciate it. nicole malliotakis in d.c. this morning. thank you. tensions are erupting again with communist china as more comes out about the ccp's efforts to spy on americans. former acting u.s. attorney general matt whitaker will weigh in when we come back. i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so... ...glad we did this. [kid plays drums] life is for living. let's partner for all of it. i'm so glad we did this. edward jones why are 93% of sleep number sleepers very satisfied with their bed? maybe it's because you can adjust your comfort and firmness on either side... your sleep number setting. to help relieve pressure points and keep you both comfortable all night. and now, save

carter ends up being we're going to put that them. we don't care about copyright anything like that . copyright anything like that. lee, you know death penalty, food banks, immigration taking over they benefits cheat red meat from 30 pay i would hate you know why you know why you they're having a go but let me ask you something . why do you ask you something. why do you think rishi sunak made him ? think rishi sunak made him? because it came really after the brexit and all of these places and looking for a career in in and looking for a career in in and out of parliament and my needsis and out of parliament and my needs is all for me , i guess, needs is all for me, i guess, you know , since i've been there, you know, since i've been there, that was really at the heart position, the connection between between government , position, the connection between between government, amongst the electorate and the membership and suppose all the typical conservative for the first time in 2019 the generation made the day, you know , you don't for day, you know, you don't for many, many . yes although it is many, many. yes although

carter ends up being we're going to put that them. we don't care about copyright anything like that . copyright anything like that. lee, you know death penalty, food banks, immigration taking over they benefits cheat red meat from 30 pay i would hate you know why you know why you they're having a go but let me ask you something . why do you ask you something. why do you think rishi sunak made him ? think rishi sunak made him? because it came really after the brexit and all of these places and looking for a career in in and looking for a career in in and out of parliament and my needsis and out of parliament and my needs is all for me , i guess, needs is all for me, i guess, you know , since i've been there, you know, since i've been there, that was really at the heart position, the connection between between government , position, the connection between between government, amongst the electorate and the membership and suppose all the typical conservative for the first time in 2019 the generation made the day, you know , you don't for day, you know, you don't for many, many . yes although it is many, many. yes although