>> before we go there, we have to ask the question -- >> ted nugent.'m in tim's head. >> who sang "catch scratch fever? of course it was the motor city madman, ted nugent himself the reversal of the stock from at least premarket when they released these numbers and they beat, they significantly beat, and the things that are really impressive here are the free cash flow dynamics you have 6.8 billion in free cash flow versus 2.8 a year ago. dynamics that look strong going forward. they talked about it the fourth quarter guide, you got into some of the margins, it's not -- it's not a demanding valuation, it's certainly not demanding in hindsight. >> are they going to have the kind of cycle they've had year over year? the comps look really tough for this company, but there was nothing in these numbers, the guide wasn't awful i just -- it felt like a crowded trade where people needed a catalyst >> are we starting to see a little bit of a tremble of, guidance is tripping and come spring, it's going to be a much rougher world? >> all the things tim mentioned,

fact that rates are very far above what the fed is telling us, economists are telling us with the nugent rate can said, i think there's more pressure because he come if you have the capitulation for investors byte rates for the mentality for months. katie: maybe no one is hitting the panic button yet per we heard from san francisco fed president mary daly earlier in the week who found a silver lining in the bond selloff we are seeing. >> the bond market has tightened considerably. 36 basis points since september so that is equivalent to about a rate hike. the need to do tightening additionally is not there. katie: when you think about what this means for the fed, when you think about what we have seen at the long end, but we have seen in real yields, how much tightening because it done for the central bank? i think the fed is up to recently may have first been frustrated how longer yields moved. maybe next tightening cycle they will think twice about having sharply inverted dots in the dot plot. typically 10 year treasury yield rises and matches the fed fund rate in tightening cycle. thi

there was a different rose garden event in june that involved another type of increase patrick lindon nugent. the president's grandson had reached his first plateau the magic age of one. here later in the day. there was a party in the white house oval room for president johnson's vice president in charge of happiness. just all right, we take you out here. in june the first lady traveled to portland, oregon along with area of agriculture orville freeman to deliver a lecture before a convention of the american institute of architects mrs. johnson called for a new conservation that is concerned with the entire community to solve the problems of growing urbanization. the answers cannot be found in piecemeal reform the job really requires thoughtful interrelation of the whole environment not only in buildings, but parks not only parks, but highways not only highways but open spaces and green belts. a beautification to my mind is far more than a matter of cosmetics. to me. it describes the whole effort to bring the natural world and the man-made world into harmony to bring order usefulness delight

there was a different rose garden event in june that involved another type of increase patrick lindon nugent. the president's grandson had reached his first plateau the magic age of one. here later in the day. there was a party in the white house oval room for president johnson's vice president in charge of happiness. just all right, we take you out here. in june the first lady traveled to portland, oregon along with area of agriculture orville freeman to deliver a lecture before a convention of the american institute of architects mrs. johnson called for a new conservation that is concerned with the entire community to solve the problems of growing urbanization. the answers cannot be found in piecemeal reform the job really requires thoughtful interrelation of the whole environment not only in buildings, but parks not only parks, but highways not only highways but open spaces and green belts. a beautification to my mind is far more than a matter of cosmetics. to me. it describes the whole effort to bring the natural world and the man-made world into harmony to bring order usefulness delight

nugent, - isn't it? maybe we should do that - here every morning. nugent, watson.g to building in the south. subtle because of the afternoon, we will lose some of the showers here. temperatures 13 to about 19 celsius north to south. but don't forget, if you are exposed to be westerly or north—westerly wind, it will feel cooler than those temperatures suggest. heading for the evening and overnight, there will still be some show�*s around, by the end of the night, we have some heavy rain coming in across northern parts of northern ireland, and also scotland. the rain here will be a feature for the next few days, and we will see rainfall amounts really total up, especially across parts of scotland. but it is not going to be a particularly cold night, overnight lows of eight to 11 celsius. we have two minor fronts crossing lows of eight to 11 celsius. we have two minorfronts crossing us, a fair bit of rain around, but in southern parts of the country, dryer, a bit more sunshine around, a few showers and some western errors, but the rain persistent across northern parts

hello, this is breakfast with sally nugent and jon kay.t organisation by the uk. some of those targets are in areas crowded with civilians — including the al-quds hospital, where1a,000 people are sheltering — and a00 seriously ill patients are being treated. some air stikes have already landed near the hospital — filling rooms with smoke, as you can see in these pictures. what you are seeing here is pictures of the trucks. more than 30 trucks carrying food and supplies entered southern gaza yesterday, which is the largest humanitarian aid convoy to the territory since limited deliveries were allowed more than a week ago. the un says much more is needed. 6:3aam in the uk, just after 8:30am in the middle east, these pictures coming from the border between israel and gaza and once again, as we can see, smoke is rising on the skyline. we have been told by the israeli defence forces in the last few minutes, they say they have hit 600 what they call hamas targets yesterday and overnight, compared with a50 on saturday. significant increase and th

you are watching breakfast with sally nugent and jon kay.d herself against the ongoing hostage situation, so on this, the opposition and government standards one on standing with israel. grant sha -s one on standing with israel. grant shapps was _ one on standing with israel. grant shapps was talking _ one on standing with israel. grant shapps was talking about - one on standing with israel. grant shapps was talking about diplomatic support to israel initially, not ruling out going further than that. do you think they should be more practical help, potentially military help offered? i practical help, potentially military help offered?— practical help, potentially military hel offered? ~ ., ., help offered? i think at the moment the most important _ help offered? i think at the moment the most important thing _ help offered? i think at the moment the most important thing is - help offered? i think at the moment the most important thing is for i help offered? i think at the moment the most important thing is for all i the most important thing

good morning, welcome to breakfast with sally nugent and jon kay. 0ur headlines today. other for the blast. joe biden is on his way to israel, but the palestinian and egyptian presidents have cancelled planned talks with him in the wake of the blast. 17 years in prison for a crime he didn't commit — andrew malkinson speaks to us about his long fight forjustice. its all about numbers and targets, not its all about numbers and targets, noliust_ its all about numbers and targets, not just out of his community gym in newcastle _ not just out of his community gym in newcastle this morning, but also when _ newcastle this morning, but also when it— newcastle this morning, but also when it comes to inflation. we get ofthe when it comes to inflation. we get of the september _ when it comes to inflation. we get of the september figure _ when it comes to inflation. we get of the september figure today - when it comes to inflation. we get of the september figure today and j when it comes to inflation. we get l of the september figure today and i will explain why it is so important

welcome to breakfast with ben thompson and sally nugent. our headlines today...israel to respect international humanitarian law. as air strikes continue overnight, there's a warning from the israeli defence minister. translation: before hamas makes contact with our tanks, _ and our infantry, they will know the shells from our air force. more flood warnings for england, as water levels continue to rise following storm babet. landlines are going digital, as the uk phone network gets a massive overhaul. the old analogue system will be switched off by 2025, with handsets using broadband connections instead. i'll explain exactly what it means for you. good morning. aston villa are two points off the top of the premier league. it's after an 11th consecutive home victory. they beat west ham convincingly and are in the runinng for a place in europe. good morning. a chilly start to the day with the risk of ice on untreated surfaces in the north. after mist and fog clears, largely dry with sunshine. we do have rain coming in from the west and later from the south. all the

hello, this is breakfast with sally nugent and jon kay.te of a music festival, one of the first targets for the hamas insurgents. meanwhile israel has responded with its own series of air strikes on gaza, where many areas are now without electricity. the un have said gaza's only power plant could run out of fuel within days. more than 120,000 palestinians are also reported to be displaced in gaza. the majority seeking shelter in schools. we can get the very latest from our world affairs editorjohn simpson. good morning. i know it is a complicated picture but give your assessment of the latest situation.— the latest situation. well, i think the latest situation. well, i think the key thing _ the latest situation. well, i think the key thing now— the latest situation. well, i think the key thing now is _ the latest situation. well, i think the key thing now is how - the latest situation. well, i think the key thing now is how does i the latest situation. well, i think i the key thing now is how does israel respond to this? this is a ferociou

hello, this is breakfast withjon kay and sally nugent. it's as israel continues its bombardment of the territory. the impact the war is having on children on both sides of the conflict was highlighted by the unicef executive director during the meeting. the true cost of this latest escalation will be measured in children's lives. those lost to the violence and those forever changed by it. the palestinian red crescent society has reported that the area around al-quds hospital in gaza, where 14,000 people are sheltering and 400 seriously ill patients are being treated is still under heavy bombardment from israeli forces. israel is attacking hamas, which is designated a terrorist organisation by many western governments, including the uk. israel announced it succeeded overnight in releasing israeli soldier private ori megidish who was taken hostage by hamas after it killed 1400 israelis, and took more than 200 hostage, on october 7th. yesterday, in a televised press conference, the israeli prime minister benjamin netanyahu rejected calls for

welcome to breakfast with sally nugent and jon kay. 0ur headlines today... of thousands of patients at risk. bombardments have continued in gaza overnight — us presidentjoe biden reiterates his support for israel's campaign to eliminate hamas. prime minister rishi sunak will address mps today, to say what the uk is doing to support israel and to address the growing humanitarian crisis in gaza. in other news... more foreign inmates to be sent home under government reforms to ease prison overcrowding, but labour calls the plans "half baked." as winter looms, charities warn that people living with disabilities are burdened with up to £1,000 extra energy debt compared with a year ago

good morning, welcome to breakfast with sally nugent and jon kay. our headlines today. explosion.ts kill more than 900 israelis translation: at the end - of the campaign, all of our enemies will know that it was a terrible mistake to attack israel. what is done to our enemies in the coming days will resonate with them for generations. as the death toll inside gaza reaches 700, hamas militants threaten to start killing hostages, if israel carries out more bombings without warning. around 2,000 people attend a jewish community vigil in westminster — including anxious relatives desperate for news of missing loved ones. in other news, at the labour conference, sir keir starmer will promise to "build a new britain" in his speech to party members. new figures show more people are turning to pawnbrokers as a quick way to access cash — as they grapple with the cost—of—living crisis. i'll have the details. in sport, fresh from his historic victory at the world championships gymnast jake jarman joins us live in the studio as he plots his path to the olympic podium, after that world gold at

good morning, welcome to breakfast withjon kay and sally nugent. our headlines today. siren wails.the military is preparing for a full—scale offensive into gaza. palestinian health officials say at least 830 people have been killed in gaza — this footage released by the israeli military shows buildings reduced to rubble. flights at luton airport have been grounded after a fire rips through one of the car parks, causing it to collapse.

hello, this is breakfast withjon kay and sally nugent.o arrive in israel tomorrow, amid fears the conflict there could escalate. the trip, which will see mr biden also visit neighbouring jordan, comes at the invitation of the israeli prime minister, benjamin netanyahu, and has been welcomed by israel's military leaders. the visit of the president of the united states has its strategic importance. the most seniorfigure of the united states is coming to israel at a time of war, getting a review of the war situation. it talks of different scenarios and the steps that need to be taken. overnight, israel has continued to strike hamas targets in gaza, but has also exchanged fire with the powerful hezbollah group, in lebanon. both are designated terrorist organisations by many western countries, including the uk. elsewhere, un agencies have warned of a deepening humanitarian crisis in gaza, after more than a million people are thought to have fled south, following a request to do so by israeli forces, ahead of a widely expected ground offensive

this good morning, welcome to breakfast withjon kay and sally nugent. 0ur headlines today. the us says it will develop a plan with israel to allow more aid into gaza to help civilians. two swedish nationals are shot dead in the belgian capital brussels, in what prosecutors are treating as a terror attack. have wage increases finally overtaken the rate of rising prices? we get the latestjobs and pay figures this morning, and i'll explain the impact on the cost of living and on your tax bill. in sport, england canjoin scotland in qualifying for euro 2024 tonight. gareth southgate's side only need a draw against italy at wembley to book their place in germany next summer. for many of did it will be dry with hazy sunshine. all changes tomorrow as a storm introduces

welcome to breakfast with ben thompson and sally nugent. 0ur headlines today...ies to the territory late last night. there are growing international calls for a humanitarian pause in the fighting, with the us proposing a temporary lull in hostilities. the fatal errors in failing to spot the signs of sepsis — a new warning that mistakes in hospitals are leading to too many deaths. 0nline dating profiles and social media apps are just some of the routes frausters used to trick people out of more than half a billion pounds in the first half of this year. i'll be finding how you can avoid scams. in sport... old trafford comes together to pay tribute to the late, great sir bobby charlton, ahead of a dramatic night for the club in the champions league. hi, this is arnold schwarzenegger and i'm talking to colin here, who is grilling me about my book, be useful, so stay tuned. and i'm talking about bbc breakfast. there is some dense fog to watch out for this morning are parts of northern england, the midlands and east wales. visibility for some is less than 100 metres. t

welcome to breakfast with sally nugent and ben thompson. 0ur headlines today...about her release. it's wonderful to see my mum. her grace, it comes across, she's quite something. i'm so proud of her. 20 aid trucks have delivered supplies of medicine, food and water to gaza — it's thought that 1.a million people there are homeless. more severe weather warnings are in place for large parts of england already hit by flooding, as a result of storm babet. good morning. some heavy rain crossing england and wales this morning, eventually becoming confined to northern england where it will be very persistent. 0n either side of that we see a return to sunshine and showers. more later. how much can you trust the customer reviews you see online? major online firms including amazon and booking.com say they're working together to tackle the surge in fake ones. i'll explain how to spot them as well later. manchester united prepare to honour sir bobby charlton in their first home match since his death. former players and fans queue to pay their respects, as the club confirm the

good morning, welcome to breakfast withjon kay and sally nugent. our headlines today.iticians warn the issue is de—railing the conservative party conference, a lightning strike causes a huge explosion at a food waste recycling plant in oxfordshire. people living nearby are told to stay at home. decisions made in the early days of the pandemic will come under scrutiny, as the second part of the covid inquiry gets under way. rows breaking out at electric car charging points. as one motorway service company says it's taking on marshals to deal with conflicts, we'll look at whether the network's struggling under the pressure. in sport. tributes paid to one of manchester city's all time greats francis lee, who enjoyed great success at the club in the late sixtes and early 70s, who has died at the age of 79. good morning. today in essence it will be a day of bright and sunny spells and some blustery showers, temperatures a little bit down on yesterday but as we head into the

good morning, welcome to breakfast with sally nugent and jon kay. 0ur headlines today.rucks carrying aid are allowed into the territory from egypt. but aid agencies say it's nowhere near what's needed each day. friends and family of matthew perry talk of their heartbreak at the death of the actor as hollywood stars pay tribute. are we paying too much for petrol at the pumps? new calls this morning for supermarkets to cut their prices amid claims they're not passing on a cut in costs. in sport, a fired up erling haaland sees city steal the honours on derby day in manchester to leave united feeling blue.

hello, this is breakfast with ben thompson and sally nugent.ir bobby charlton. we saw a reef being laid. and drama certainly followed on the pitch afterwards. harry maguire scoring. and a penalty save late on. plenty of drama. it felt like someone was watching down. tributes before kick—off and plenty of drama after it. united coming together to pay tribute to sir bobby charlton before recording theirfirst champions league win of the season. katie gornall reports. sir bobby charlton was at the heart of everything for manchester united. his loss has been met with an outpouring of affection as thousands from across generations gathered here to remember a footballing icon and a gentleman. he greeted you with warmth and bobby, obviously, was a great goal—scorer, a great ambassador, a great captain, not only for manchester united, but when he played for england, as well. for the club's supporters, he was without equal. we love sir bobby charlton and tonight is going to be really, really emotional. so we're holding it together so far. they say that n

hello, this is breakfast with sally nugent and jon kay.ions for people in gaza are worsening, with water, food, power and medicines in scarce supply. the israel defence forces is maintaining two safe evacuation routes and estimate half a million people have left northern gaza so far. this is the live shot in gaza now, where the united nations is calling for israel to grant rapid access of humanitarian supplies, warning that hospitals there will run out of fuel reserves in 24 hours. 0ur gaza correspondent, rushdi abualouf sent us this update earlier, from a hospital in khan younis, in the south of the territory. the humanitarian situation is deteriorating, reaching the level of catastrophic, as the director of this hospital in khan younis told me. they said we have as little as 200 litres of fuel to run the operation for the hospital. they are expecting the hospital. at midnight. this hospital is providing services not only for 4000 people who originally live in khan younis, but for another half million palestinians who are displaced from t

good morning, welcome to breakfast with sally nugent and jon kay. 0ur headlines today. later. there's talk that the money saved will be used to boost the economy in parts of england and wales. i'll take a look at how passengers and businesses are responding to the news. a bus crashes off a flyover in venice and catches fire killing at least 21 people. an army investigation into the death of 19—year—old soldierjaysley beck concludes that she probably took her own life, and sexual harassment from her boss may have contributed. panic and confusion as the var audio from that controversial disallowed goal for liverpool last weekend is made public. it shows how the incorrect decision was reached with human error to blame. good morning, today is going to be wet across the northern half of the country, the heaviest rain in the north—west, further south drier and brighter with

welcome to breakfast withjon kay and sally nugent. 0ur headlines today...overnight. israel defence forces says it has been targeting hamas' key infrastructure — and rockets have been fired from gaza. here, the labour party conference gets under way in liverpool, with shadow chancellor rachel reeves due to promise that she'd get britain building if they win power. due to promise that she'd get we'll speak to her after seven. due to promise that she'd get 0h due to promise that she'd get very special recognit burrow, 0h very special recognition for rob burrow, his wife lindsey and their friend kevin sinfield at the pride of britain awards for raising millions of pounds for research into mnd. it millions of pounds for research into mnd. .., , millions of pounds for research into mnd. . ., , ., millions of pounds for research into mnd. , ., , .,~ millions of pounds for research into mnd. , ., , ., mnd. it can be a very dark and lonely place — mnd. it can be a very dark and lonely place at _ mnd. it can be a very dark and lonely place at times, - mnd. it can be

good morning, welcome to breakfast withjon kay and sally nugent. 0ur headlines today.se lost to the violence and those forever changed by it. more revelations at the covid inquiry. two of borisjohnson's closest aides during the start of the pandemic — dominic cummings and lee cain — are due to give evidence today. "utterly devastated" — matthew perry's co—stars on friends describe his death as an "unfathomable loss". watchdogs representing rail passengers will give their verdict today on controversial plans to close hundreds of rail station ticket offices, but will that affect the final decision? i'll explain what happens next. in sport, the world's best — lionel messi wins the ballon d'or

hello, this is breakfast with sally nugent and jon kay.e scrapped — after weeks of speculation. including conversation with the prime minister on this programme yesterday. ben has been looking through the details on what we know so far and what we might find out today. there will be a lot of attention on what exactly the prime minister says later — because investment, jobs, and businesses will all be affected by this. notjust by the expected scrapping of hs2 north of birmingham — but also by whatever alternatives are put forward. let me remind you what's at stake here. hs2 is a massive project — this is the original plan — hs2 is a massive project — to create high—speed rail links between london and major cities in the midlands and north of england. it will cost tens of billions of pounds and is aimed at cutting journey times and increasing capacity. but this eastern leg was scrapped by the government in 2021. and this second phase between birmingham and manchester, which was delayed already, is now understood to be scrapped. and it's down

hello, this is breakfast withjon kay and sally nugent.15p, while a second—class stamp stays at 75p. ben is at a greeting cards factory in gloucester this morning to tell us more. if we were going to send one of those cards, we would have to save up those cards, we would have to save up for our stamps as they are so expensive. up for our stamps as they are so exoensive-_ up for our stamps as they are so exensive. ~ , , ., expensive. absolutely, they are so exoensive- — expensive. absolutely, they are so exoensive- they — expensive. absolutely, they are so expensive. they have _ expensive. absolutely, they are so expensive. they have got - expensive. absolutely, they are so expensive. they have got so - expensive. absolutely, they are so expensive. they have got so many| expensive. they have got so many kante, 21 for a birthday, christmas cards, rows and rows. that isjust one set of cards in one box in one aisle in this massive warehouse. stewart is making sure they are all organised so they can send the right cards to the right retailers.

hello, this is breakfast with sally nugent and ben thompson. the attacks of october 7th. the women, whose husbands are still being held, were handed over at the rafah border crossing between gaza and egypt. hamas — which is proscribed as a terrorist group by the uk — said it did so for humanitatian reasons. this is the moment the two elderly hostages were delivered at around 10pm last night local time to representatives of the international committee of the red cross. they were then helicoptered to tel aviv for medical treatment. yocheved has family in london and her daughter sharone spoke exclusively to the bbc as she flew out to israel to see her mum, although she remains desperately worried about her 85—year—old dad, who is still a hostage. iam very i am very excited. ijust saw pictures of my mum. with ourfamily. i am very worried for my dad. so it is a very mixed emotion. it is wonderful to see my mum. she is quite something. i am so proud of her. israel says it has no intention of reducing its air strikes on gaza, where1.a million people h

hello, this is breakfast with sally nugent and jon kay.amas, designated as a terror organisation by many western governments including the uk. fighting has entered its fourth day since saturday's massive co—ordinated assault by militants, killing both soldiers and civilians in what has been described as the biggest escalation in violence between the two sides for decades. around 900 people have died in israel since the attacks began, including 260 people killed by hamas gunmen at a music festival in the south of the country. and since israel began retaliatory strikes on gaza, almost 690 palestinians have died, including 140 children and 105 women, according to the country's health ministry. yesterday, israel's defence minister ordered a complete siege of the gaza strip, cutting off food, electricity and water supplies. in response, hamas has threatened to kill a hostage every time israel carries out an air strike, without warning civilians. during a televised address yesterday, the israeli prime minister said these strikes on gaza were jus

hello, this is breakfast with sally nugent and ben thompson.e middle east. more aid has now entered gaza amid increasing warnings of a humanitarian catastrophe in the territory. fourteen lorries carrying vital supplies entered from egypt yesterday through the rafah crossing — but the un says 100 a day are needed to provide enough resources. more than a million people inside gaza have been displaced, with food, water and fuel all in short supply — and international leaders, including prime minister rishi sunak, have called on israel to respect international humanitarian law. ahead of a potential israeli ground offensive, the country's defence minister has also issued a warning that his country's war with hamas, which the uk regards as a terrorist organisation, could go on into next year. we're joined now by iman trabelsi from the international committee of the red cross. good morning. 1a more trucks arriving yesterday, how much of a material difference is that making on the ground?— material difference is that making on the ground? good morning

hello, this is breakfast withjon kay and sally nugent.ch are too graphic to show, give a sense of the scale of destruction at the site, where it's reported that hundreds of people were already taking shelter after being displaced from their homes. hamas has blamed israel for the strike, but israeli officials say it was caused by rockets misfired by a group called palestinian islamichhad. we are looking at exactly what happened. and it's being investigated. and let me be clear, the idf does not target hospitals. that's a sensitive site, it's a humanitarian site. we don't target hospitals. it comes as us presidentjoe biden, seen here leaving the states yesterday evening, is due to arrive in israel this morning in a show of support for its ally, following an attack by hamas, a group designated as a terrorist organisation by government's, organisation by governments, including the us and the uk, that left 1,300 israelis dead. a planned summit with arab leaders injordan, has been cancelled. last night, following the blast at the hospital in ga