lisa shalett joining us, morgan stanley wealth management. the recipe of data today working in favor of those who are bullish on stocks, but there are still so many wildcards. it is that leave you as a someone trying to position over the longer term? lisa: look, i don't think we really got a big change in direction here at all. my read of the data is that it continues to be extraordinarily mixed. with, you know, some things like the new york empire today saying, you know, maybe manufacturing is not quite yet falling out of bed, but retail is ok, being pressured by prices . then, of course, the suddenly-important university of michigan inflation expectations sentiment that the fed seems to be looking at. i don't put any weight in that whatsoever. we have so many other metrics that demonstrate what consumers are feeling and what they are saying. to me, the small business sentiment index and the concerns around inflation are what i am looking at. i don't think that suddenly consumers -- consumer inflation expectations have eased and it is all cl

and where, you know, the risk is just more balanced than it is for stocks right now >> lisa shalett,ou very much >> thank you >>> as we head to break, watch dr horton, homebuilder stopping revenue estimates. the company did have you the full-year guidance as well, something that investors have been expecting on the spike we have seen. we're continues to move soh,ut down about 250 on the dow. >>> the white house is saying president biden has tested positive for docovid-19 he's experiencing very mild system and has started taking if the treatment. >> the press secretary saying the president is fully vaccinated, he's been twice boosted. he's experiencing what they say are very mild symptoms the white house is also saying, consistent with cdc guidelines, he will isolate at the white house and continue to carry out all his duties fully during that time he's been in contact with the members of the white house staff by phone and will participate in meetings via phone and zoom from the white house. he will be isolating, but he will be able to continue in his role he won't need to turn over a