sarah eisen is here with what the bond market is telling us. what is it saying, janet -- janet, i've already promoted you to become the second head of the reserve. sarah, what is it saying. first they were saying stay away from bonds. >> we were all worried about higher mortgage rates and car loans, just the opposite happened. people piled into bonds and so the yields -- the interest rates actually came down. a few reasons behind it. number one, when everybody is on one side of the trade, it's bound to snap and surprise people. that's partially what happened. other thing is, the global economy didn't get off to a good start. emerging markets became a huge concern. i did a number of pieces for this program how investors were selling currencies and worried about economies, so you go to the safety of u.s. treasuries. a third reason is it hasn't been a straight shot up for the u.s. economy in 2014. we had two disappointing jobs numbers, some of the economic data hasn't been a vibrant picture and therefore, you've seen this demand for bonds. a global

for "nightly business report" i'm sarah eisen. >>> a troubling warning today from walmart. the mega store chain cut its profit outlook for the latest quarter for a host reasons including disappointing consumer spending here in the u.s. and a cut to food stamps. investors didn't seem too worried, though, with shares ending just a fraction lower today. but as courtney reagan tells us, the retail giant has to tell us if this is a one-time slip or if there are a lot more issues to worry about. >> reporter: the world's largest retailer warning wall street its holiday quarter profit is falling short of the company's original expectation. walmart says a number of factors are negatively impacting profit including closing a number of stores in brazil, china, and india. in the u.s. the discount retailer calls out the reduction in the government's food stamp program and rough winter weather for larger than expected hits to sales and traffic. walmart isn't the only retailer to warn about a less than stellar holiday season but it is the largest leaving investors to wondertof the weaknes

sarah eisen has more. >> reporter: k cups for coke, streit or minute maid juices thaechlt what a new partnership between green mountain coffee and coca-cola is promising consumers. for green mountain coffee roasters, the company behind coffee and tea k cups, it creates a whole new business, cold drinks, and represents a big endorsement and even a $1 billion plus investment from the world's biggest drink company. for coke, analysts say it represents a new opportunity to make money in soft drinks which have been on the decline in north america for years. and a chance to break in new technology and innovation that consumers want. ceo mutar kent called it game changing. many who analyze the industry agree. >> so now you go home, you're not just going to have that 12 pack of coke. you could have k cups or whatever are going to be called of dozens of different beverages. >> reporter: what does it mean for coke's competitors and bottlers? that remains to be seen. pepsico didn't comment. the new coke green mountain deal could pose a competitive threat for soda stream, a popular israeli compa

cnbc's sarah eisen, thank you very much.omen of value column is posted on our site, mojoe.msnbc.com. i've studied it all again, and it's about why top white house advisor valerie jarrett, my friend, says you can have it all dot-dot-dot. we talk about all sorts of issues talking about her, her life, and the leadership among women in the white house, especially. >>> safety issues on the runway of jfk airportment a new investigation reveals serious issues with the hub's electrical system. keep it right here on "morning joe." no two people have the same financial goals. pnc investments works with you to understand yours and helps plan for your retirement. talk to a pnc investments financial advisor today. ♪ [prof. burke] at farmers,we make you smarter [bell rings] about your insurance,because what you don't know can hurt you. what if you didn't know that home insurance can keep your stuff covered,even when it's not at home? or that collisions with wildlife on the road may not be covered. and what if you didn't know that you coul

joining us now to digest the deal and what it means for the other stocks in that space is sarah eisenrom the new york stock exchange and herb greenberg is on the phone. sarah, we want to go with you first with breaking news. >> we just got a comment from sodastream, everyone watching this one after the partnership with green mountain and coca-cola, a very competitive threat to sodastream's very business. it says as the global innovator and leader in home cash nation, sodastream views the announcement as further recognition that customer cash nation as s. the future of the $260 billion at-home carbonated beverage industry. saying it's good for the industry in general. just another quote to pull out to you from soda it is stream. yesterday's announcement serves as further validation of the relevance of our unique business model and the enormity of the global opportunity that lies ahead for us. interesting to watch sodastream shares on the initial announcement last night. they tanked on this idea that they're going after their very business. but since then have been rising and have been

sarah eisen is here. it's bad? is it? >> it's bad. new updates how business is impacted. making calls all day. hearing from macy's now. 125 stores closed or delayed. 74 stores closed. 51 delayed in an area that stretches from north carolina through northern new jersey, and that includes macy's and bloomingdale stores. hearing from home depot, based in atlanta. 70 stores in that area closed today, closed yesterday that is. they said all but three reopened today. and home depot also emphasizing it moved 6,000 truckloads of salt, shovels, generators, to replr replenish stores since early december. color that big business is dealing with. a lot of complaints about getting staffing in today and re-route when it comes to shippers. u.p.s. are going by train now instead of by air. there you have it on how business is dealing, but really retail sales numbers today tell the story, that drop in january, negative .4%. february, certainly not off to a great start here, mandy. >> not off to a great start from the that point of view, but there is money to be made. indeed, what is the be

sarah eisen is there reason to freak out and explain why a u.s. investors should care. >> well, investors are certainly caught off guard by this move in the chinese currency. if you pull up a chart. say over the last week or so, it's been surprising. that is the chinese currency the yuan weakened against the u.s. dollar. surprising. the past five years, chinese currency on a steady appreciation. gaining against the u.s. dollar. that's something the world wanted to see. not just washington politicians who have called on china to stop manipulating its currency, let its currency appreciate, just for the broader global economy to help with rebalancing. now that it's going the other way, everybody is wondering, including investors in the united states, why? why the change in policy right now? a few reasons to consider. one. perhaps a signal the chinese economy is actually weakening and china will weaken its currency to help sell more exports and protect its economy. another theory out there reported by the "wall street journal," that china is engineeri

sarah eisen joining us with on th them. >> thank you, scott.ise, ceo of campbell's soup company. denise, everyone is talking about the impact of the weather, hard to imagine here, it's so beautiful. has this been a benefit, this cold weather to your core product soup sh. >> i'm a big fan of global cooling. of course, the weather helps a product like ours. however, we can't control the weather. so we've been really focused on the drivers of demand for delighting our consumers. >> you don't shift the strategy given the colder temperatures? >> no. we have a seasonal business and we recognize that. and, no, we have a very tight strategy for our products. >> you have a really good handle on the consumer. it goes way beyond soup. what are you seeing right now beyond the weather impact? >> well, you know, we do see seismic shifts in what's going on with the consumer. and, you know, changes in the american family, changes in demographics with faster-growing populations like millenals. >> what about the overall health of the consumers? >> consumers are

sarah eisen with us on the move in interest rates. and mike santelli as well. what are you watching on the move? >> overall, you're seeing some movement here to the session highs with the dow, the s&p, and the nasdaq. if you look at sectors gaining overall, it's been interesting because if you loon at the constituents of the s&p 500 it's interesting that the sectorwise you're seeing materials, some of the energy names, that kind of thing doing pretty well. also if you look at some of the other names more cyclical oriented, they're moving to the upside as well. if you look at the broader based rally here, scott, there are some technical levels some traders have been watching. they look for patterns. the patterns have been satisfied for the short term. it may explain one of the reasons why you're seeing a strong move on what's been viewed as pretty much an in-line testimony from janet yellen. fed chairman janet yellen on this particular day, scott. >> sarsarah, you have bond yiel moving high and preceding the fed chairman as being a touch more hawkish and the sto

. >> sarah eisen at the new york stock exchange. seems undeniable at this point the weather will have an impact on the economy. how real do you think it's going to be? on the other side of that you're going to have likely a pretty good amount of pent up demand on the other side of this weather. >> that will be the big test, whether it is all weather related related. look at that headline number. surprisingly a decline, negative 0.4% in the month of january. with the consumer driving the economy at 70%, that's important. if you breakdown the retail sales, nine out of 13 major categories saw declines. auto dealers got hit the worse. then sporting goods stores and apparel outlooks. part of it is that consumers are staying indoors. they're staying at home because of the cold weather. part of it is that stores have had to close their doors. we've been doing a lot of reporting on this, scott. walmart, for instance, today telling us 137 stores are closed. alabama, georgia, north carolina, south carolina, virginia. the biggest problem they'

business before the bell now with cnbc's sarah eisen. first off, welcome aboard.timulus. how will the marks read that? >> i'm excited to be here. she's in a much bigger job, i have to say. investors are always on pins and needles before any fed chairman speaks. this is even bigger because it's her public debut as fed chairman, takes the reins from ben bernanke. the big headline here is she says continuity in policy. that's what investors need to hear, calm things down. she's not unleashing any major surprises in the way she looks at federal reserve policy. she says the fed is set to stay the course on tapering or scaling back its extraordinary stimulus, which we've seen in the last few meetings. it is a shift in monetary policy, one she says will continue under her watch if the economic data continues to come in as expected. so, this is the prepared testimony. she will be actually testifying before house financial services at 10:00 am. you can expect some fire works. she's going to take questions. this is her first time really taking questions from lawmakers. ther

sarah eisen joining us back from headquarters to tell us what's going on here, sarah. >> here we go againr for the massive sell-off. one of the major exchanges for the virtual currency. it's the third biggest in the world, saying it had to suspend bitcoin withdrawals temporarily because it's having technical problems. in a statement on the website the exchange says, during our efforts to resolve the issue being enkoubtderred by some bitcoin withdrawals it was determined that the increase in withdrawal traffic is hindering off efforts on a technical level. well, the question is why more withdrawals. they didn't say but it may be reled to apple's move yesterday to nix block chain. it was a popular bitcoin wallet app from the app store. just the last of its kind. apple has been killing a lot of the bitcoin apps. mt. gox said it will be an up dade monday. every single day it seems like there's a new headline about a major company either dropping bitcoin or accepting it as money. that's been driving the swings in this virtual currency. in fact, just today the financial times reporting that tel

sarah eisen has more with brian kelley in his first television interview since announcing that deal withnounced the deal, the ceo of green mountain coffee roasters. there is so much excitement about this deal with coca-cola but there are a lot of questions still. for instance, do you have any sense of how big of a market this is going to be, this new category for you? >> i don't know how big it will be. we do know that cold beverages are four to five times the size of hot beverages. we're in the hot beverage business today and we think it's a substantial market. >> do you think it's going to be enough to turn around the trend of soda consumption in north america? >> i certainly wouldn't rest alone on this. i think there's a number of things that can do that. i think this is one of the things that can help as we -- as we get the machine out there and we get the cold machine out there and consumers get used to using it and see the convenience and see the choice. >> do you you have the actual machine, do you have the technology? >> the way the process works is you do prototypes, make the pr

. >> in fairness, the one thing we haven't seen is sarah eisen doing the figure skating on the ice rinkdo pairs. we could do something together. >> right. >> just kidding. i will do that. >> i want to see that image. >> maybe you should take carl. maybe carl and sarah. >> carl, take me to the olympics next year. >> he's much taller than you are. >> you're coming home this weekend. it's been a great run. i know brian sullivan is going to be there next week. looking forward to having you back. what was the highlight for you? >> ohsh, go. we did see a little bit of hockey. i think in general how the russians pulled this one off. go back seven days and there were a lot of doubts and security and obviously infrastructure. so far so good. we'll see what happens in week number two. >> and just to say way too close to the wind, did you see brian roberts was departing and might do a deal with time warner cable or was it all hush-hush, carl? >> it's funny. roberts was -- he's our boss. he was in the newsroom when i first got here. and now that i know what he was doing when he wasn't making the ro