carlyle group, and dirk van de put, we'll get his take on consumer strength and inflation, and robert shiller, as rates continue to rise, what does that mean for the housing crisis? higher rates, two big earnings movers rattling the streets between walmart and home depot. >> that is our top story the two earnings movers tops the tape for us. cautious guidance and a weaker consumer the story here with walmart, now off the lows actually it ticked higher throughout the last hour home depot dragging down the dow. it's still down more than 5% walmart pointing to thinner balance sheets and declining savings rate as catalyst for the full-year slowdown with cfo warning of a pressured consumer. home depot missed on sales and drop in profit for 2023, another warning on pressure from the cfo, pointing to a consumer shift from goods to services pressure, rates, a cash-strapped consumer mike santoli will join us on the floor to break it all down enter, mike santoli, welcome it's hard to glean a message on the consumer from these two giants because it depends on what categories they're in we know housing i