home depot down 3%, walmart fractionally falling where is the retail rally liz suzuki and liz dunne it'sat to have you both here. a point that stdruken milmiller brought up a few weeks ago, who do you think is at risk of seeing a covid hangover here in retail >> there is a new frontier created with the home improvement industry not only have people been spending more time at home and sop some of that will continue as none of us are going immediately back to our offices any time soon the home has become the school, the playground, it's taken on a new role in households now that we've seen people moving out into the suburbs and more rural markets and that's a longer term tail wind. even though home depot and lowes will have this tail wind, we're still looking at an environment that we think home improvement takes to take wallet share from the fact that people are moving. the more people we're seeing moving out and creating new households, they're now home improvement customers for life it has opened up a larger market >> i believe that. i mean, it's been my own experience i'm year three no

liz suzuki of bank of america securities, thank you. lisa, the last thing i need is more choice.] pillows to the sky. just give me one so i can go in and walk out of there with it. lisa: you might be in the minority, at least in the united states. there aren't that made people who don't. as a parent, it is a fantastic activity to bring your child. jonathan: how much is a kid spending in there? are you taking kids on a field day to bed, bath & beyond? lisa: it is an experience. you want a decisive experience, but the idea of choice, of exploration. jonathan: go in with an injective. execute -- with an objective. exit cute -- exit cute. get in, get out. from london and new york this morning, good morning. heard on bloomberg radio, seen on bloomberg tv, this is "bloomberg surveillance." ♪ >> the nightmare scenario for markets would be if the un-limit rate were to begin to go higher -- the unemployment rate were to begin to go higher. >> even before the pandemic, we had a lot of frailty. measured.t it to be >> we are still in a deep recession. >> it is time to get in big end spend bi