tyler semple. neither one of those women knew that he was getting married to julia. so you can imagine their surprise and perhaps chagrin when he shows up in washington with julia as his bride. so when you brought julia back to washington, d.c., you know washington was just flush with energy and excitement about it because essentially, julia tyler became the first presidential spouse to serve as white house host us since louisa. catherine adams in 1829. so there's three visualizations i want you to pay attention to on this slide. on the left is julia garner tyler's wedding portrait, which was created in 1846 and was finished in 1848. it's about a year and a half after she married tyler for the portraits. she wore a diamond. veronica on her head to honor her late father, who had given her the diamond set. but on her wedding day, she actually had a wreath of orange blossom in her hair. and it was just like queen victoria, which you see here on the right that she had on her wedding day, because julia

we appreciate it tyler, back to you >> mr.come back and bring shaq next time >>> coming up, last quarter was one of the strongest ever for muni bond funds, where investors can find tax free opportunities this year. hexcngat nt. "t ehae" will be right back >>> bam funds posting their second largest return last year. so will the positive momentum push into this year and how should investors position for that let's ask the head of municipal fixed income, along with our own rick santelli. rick, the floor is yours >> yes, thank you, tyler jamie, welcome it's so great to have you, especially after that lead-in that tyler had, q4 of '23, big pop. and we even see it in the etf mug, as you look at the chart there. if you extend that chart precovid, another thing that jumps out, as good as their fourth quarter was, it isn't as juicy as it was precovid what are you thinking about the muni space at this point >> rick, it's great to be back on the show. i'm still very constructive on the muni space yes, as you point out, we had a big rally

>> tyler: right. bridges where we drive but that's what i call gender fluid right there. you know how he came up with that idea? we should get naked appear go down there and jump in the water. >> greg: they say mental illness so then you have to stop and go, oh. but i often wonder if that is being overused a lot >> kat: i think that this situation, i don't think it's a far cry. >> greg: i had a friend who dove into an aquarium at a las vegas casino. you could probably google it >> kat: where is he now. >> greg: i think he a is still working. >> right there. >> emily: i thought it was mike. >> greg: he did it, stripped down to his underpants, somebody that used to do red eye and it was quite a scene i'll tell you at the break. >> if he gets fired though great job opening for defense secretary. >> greg: emily, have you ever done anything like this. >> emily: no, my parents would kill me if i did something like that, but, yeah, maybe i will a do it when i turn 42 like he did. if biden's our president for

i am tyler mathisen.avorite inflation gauge, the core pc rising slightly in at nearly 3 from a year ago. between that and credit card company results, we have som interesting consumer insight to dig int

tyler?a, thank you very much. >>> stick around, our next guest says the netflix deal with formula one is any indication, the ad space around the wwe deal will be as soldout as the arenas for the events. let's bring in mark douglas. mark, welcome. good to have you back with us. i see in my notes here, this netflix deal with allow them to tap into wwe's intellectual property. i'm having problems with the word "intellectual" and "wwe" in the same sentence, but this is a good deal for netflix. >> yeah, i think it's a fantastic deal for netflix. i assume they mean by that, that, you know, the open sequence at wwe is very scripted. but i think it's a fantastic deal. it demands -- the demand for sport entertainment has been huge. you mentioned some comments a minute ago what netflix did for formula 1 in terms of increasing awareness of the sport, interest in the sport, and quite frankly the value of the sport. i think the exact same thing will happen for wwe. and on top of that add verytizers are g

hi, kate. >> hey there, tyler.as been sticky for restaurants and consumers over the last year. take a look at beef, over $5 a pound in december. but chicken has been deflation nar and comes in at a dollar less, making it ideal for companies to lean into if this continues. data from across the top 60 qsr chains shows consumers are flocking to the bird, had to do it, when it comes to orders as they are the value play in this environment. the number of consumers who ordered chicken sandwiches increased year on year from 14.6% to 15. %. the number of burger orders flat at just over 7%. burger prices are up 10% in 2023 versus chicken climbing just 5%. andrew charles points to three trends in chicken's favor. number one, skews younger in terms of the consumer. it's higher margin due to inflation trends with beef. and success of chick-fil-a and raising cane's. the stocks tell the story. wing stop, sales soared in 2023. the fast food players did have more modest performances, mcdonald's up over 12%. so interesting charts r

i'm tyler mathisen in for kelly evans. here's what's ahead this hour. consumer just won't quit the latest retail sales coming in stronger than expected. investors not too happy about it, however. so could jamie dimon be right, if rates remain higher for longer we'll discuss that one >>> plus, chinese cars are flooding the west, but are they a real threat to u.s. automakers we'll speak to the analyst who covers it all and some of what he says may surprise you >>> earnston young larging a deal barometer, and they're sharing the results with us this hour >>> we begin with the markets and dom chu is covering it for us >> tyler, we're in the red with the underperformance this that kind of tech heavier nasdaq trade. the dow up one quarter of 1%, equating to 100 points on the downside the s&p 500 is at 4733, off about 2/3 of 1%, or 32 points to the downside the nasdaq stands at 14,809, just about 135 points to the downside, or down one full percent. one place to keep an eye on, the stronger than expected retail sales data out this morning. what that's gone and

>> yeah, it's all of the above, tyler.we had over 90% of ceos telling the conference board that they expected a recession within the year. that didn't happen. but now they're worried about a slow down. what that means for the health and the growth of their company. inflation and higher labor costs are the remnants of what's happened over the last several years. and they're really wrestling with that because there's still a labor shortage, a very unique situation. the global instability that you mentioned on top of it, ukraine, the middle east and now even china and the taiwan situation because of huge implications for chips and huge implications for supply chain are weighing on ceos as well. and when we ask ceos less than 30% say that their company is ready, either for a slow down or to deal with the aftereffects of inflation. so the things that they are focussed on is growth again. it's the thing that they think that they've got to grow their way out of it, they can't simply cut costs this time. and so new products and ma

tyler dixon -- tyler: great question.he backdrop of stable interest rates and stable spreads, and the view that we are past peak interest rates and the likelihood rates come down creates a backdrop or tailwind for private equity to step up. many have a responsibility to return money to their lps. so we are seeing a big uptick in activity of them wanting to divest and monetize. we are frankly also seeing it in the equity markets. if they continue at this pace, we will see more ipos on the sell side from financial sponsors and with the strong bid we are seeing in dcm, the story has been about dcm, we will see investment grade markets work. more portly, leverage finance markets will work. if they were, our financial sponsor friends will be active. sonali: ecm, let's start with that ipo market. we have names coming to market. even in a week from now and the next couple of weeks, it is interesting. do you think investors are going to be happy? the ipos we saw at the end of last year kind of struggled. tyler: we talked about it

>> tyler, i think it has traded mac instantly. three quarters they beat estimates three times in a row. that builds to a positive trend. i will tell you the stock is incredibly extended going into the earnings report. for that reason i do not like to make a bullish earning trade. even though i love the trend, i think ibm is going to go back up and retest previous highs. i would like to buy this on a pullback. i think that you would have a much better and she got in around 160-165. i am eyeing for a pullback. >> be opportunistic, thank you. moving on to mccormick. sales down 16% in the past year. while more consumers are turning to private labels continued at home cooking is a tailwind. it certainly is in my home. danielle, you just don't love the taste of mccormick. i love frank's hot sauce, man. >> i do not like the relative weakness. we see what the stock has been doing, especially compared to the nasdaq making a new all-time high. you have mccormick continuing to trade lower. i also do not like the way it has reacted to the las

tell me i'm wrong to be skeptical. >> no, tyler.hink you're right to be skeptical, because you don't always see money leave those short-term instruments. what i would say is you have to think about why $1.2 trillion went into money market funds last year when the market was up 26% or so. it started off as being defensive. it started off being, i'm uncertain where the market is going to go next year, and then another big part is rates are going to continue to increase -- >> i can get paid, 4%, 5% to keep my money in a safe place. that doesn't sound too bad to me after i was getting zero percent to keep my money there. >> yeah, 100%. but look at what has changed now. so those who went into those money market funds who were overweight, they missed out on the capital appreciation component that you can get both with respect to fixed income and equities. a lot said okay, 5%, it might go a little higher, i'm going to wait. then we went down to 4%. so there's more of a visible opportunity cost to sitting there. i think at the same time, as

glad to have you with us. >> hi, tyler.appy new year. >> where do you find those sectors, regions, styles that are more sensitive to economic tidbits. what are they? >> right. so tyler, there's kind of an old rule of thumb, which sounds very obvious but people forget it, is that the cycle by definition is determined by cyclicals. and so, when profitability starts revving up, that's because of the businesses of cyclical companies. when profitability is slowing down, that's also because of the profitability of cyclical companies, or lack thereof in that case. stable companies are just too stable to cause a cycle. so, it looks to us as though profit growth is accelerating. we think profit growth could hit 10 so 15% during 2024. if that's the case, minus 10 to 15% to plus 10 to 15 plrs that caused for exposure. small caps, emerging markets. >> interesting. and within those areas, if you talk about materials, industrials, industrials can be broad there. what kind -- name me some names that would fit into that category. >> so i t

>> hi, tyler. thanks for having me on. >> you're welcome. >> i think when you go back to the '70s and the start of the cycle, the fed and for a lot of people for that matter focused in on the '70s because that was the last big inflation surge and there are differences and similarities in terms of the middle east conflict, but when you go back to the '70s we saw the oil price 17 times so it was very sticky for a long period of time and that was the reference point the fed was using in terms of their past mistakes and the fact that they didn't get inflation under control and this came after 2019 when they were also talking about the mistakeses that they made during the global financial crisis and not easing quickly enough and choking off the jobless recovery too early. fed policy is a function of adjusting for prior mistakes. we saw that in 2019 when, in fact, they were very impulsive in starting to cut rates and cut aggressively during covid. as they said that they should do, but unfortunately, that

i have to wonder that, too, tyler. look, the people at frontier long believed that a combination between frontier and spirit would make sense, because there was not as much overlap as there would be with jetblue and spirit but at the end of the day, even with jetblue saying look, we'll divest gates we will pull back some of the exposure that would have been there, especially in florida and parts of the tristate area that wasn't enough the judge said at the end of the day, this is going to hurt competition, i'm paraphrasing here and as a result, the merger is not going through. >> well, if you're a holder of spirit airlines and you're long, this is not a good day you're down 60% on the session >> no. >> phil, thank you very much >> but you knew it was a possibility, tyler >> oh, yeah. you got your eyes open if you're a holder there phil, thank you very much. >>> now back to michael. thank you for your indulgence there. let's talk about equities and we've talked about bonds, dollar-based assets, gold and silver let's tal

diedra bosa has that angle. >> hey, tyler.he first week of the year when tech was under pressure. it was short, though, but part of that sort of deflation air coming out was coming out of the nvidia story. reports that chinese consumers didn't want to downgrade at silicon. that's still in the backdrop, but this morning, nvidia is just nvidia. and by one measure, you could argue that the stock itself is cheap. consider nvidia versus amazon. amazon trades at 41 times its projected earnings, and nvidia just 26 times. both are ai beneficiaries, but one undisputably dominates the mark. put another way, yes, nvidia shares tripled last year, but that lagged fundamental growth of the business. earnings nearly quadrupled. the tech rally this week is broader than just nvidia. other chip names, marvell and broadcom getting some buzz, and helping to push up the semi. software too, settling into that new normal we talked about this week. and new opportunities emerging. the ibg software etf up 6% since monday. and the deal chatter that cont

hi, eunice >> reporter: hey, tyler.ell, the person who beijing despises william lai won but he didn't win in a crushing landslide. it was a three-way race. he got most of the votes but not a majority and his party the dpp lost ground in the legislature. beijing is still very much fixated on lai and the dpp, which they appear to be convinced, want to declare independence from china. lai said that he has no plans to do this. and the government here has responded to the election this way, saying that the dpp doesn't represent mainstream public opinion in taiwan. they say that the dpp doesn't change the trend of the mother land eventually being unified. the state media went a little further saying that the dpp must accept the inevitable trend of what they describe as reunification with china the communist party, of course, argues that taiwan is very much a part of china. now, for investors, this likely means more of what we've seen in terms of the relationship and the approach that china has taken towards the taiwan under t

>> that's right, tyler. the memo actually says the company is preparing to define its 2024 goals and it has really big plans for things like a.i.. the memo goes on to say that if employees essentially thought the tech layoffs and job cuts are over, they should think again, because it's going to continue. the memo also said that in order for the company to have the capacity to invest in big goals that it has for a i, it needs to reallocate sources,, essentially telling employees that they can expect more cuts to come. >> all right, so, that's sort of what we expect. how many cuts are we talking about here? >> the memo didn't specify, but the company based on the last year has been doing rolling cuts at companies various groups company wide. it's hit many different themes at the company. , so it's unclear right now. we'll probably find out as the company kind of files these, so far, we've already seen several rounds in a couple of weeks in january. so, it will continue. we just don't know the scale. -- did not

>> speaking of the best, you are, tyler mathieson >> thank you, tyler. >> coca-cola, ko >> that's about as it >>>hey, i'm cramer. welcome to mad money. welcome to cramer. i'm just trying to make a little bit of money. my job, entertainment. one 800 cnbc. brokerage houses low to name their favorite things for the next 12 months

wallace's second in command is gone into rest is tyler tyler's enemy, andrew humphreys, who was the chiefht. tyler got into a tiff with humphreys because of the battles, fredericksburg and chancellorsville and was ultimately court martialed. so now political enemy is the chief of staff. so is he going to have a very high ranking position? so the islan misfit toys, a general on the wrong side of grant, a general on the wrong side of andrew humphreys in about 1500 guys. that's what wallace has to rely on to defend railroad bridge. and to their credit, they try what they can in. the early days of july, they start to build fort vacations, they build block houses, they get a 24 pounder howitzer into position to guard the railroad. and that's where they are on anl early vanguard starts to come down off the south mountain passes railroad junction is here. this is a photograph taken in the 1850s. the river is off to the right of this photograph. this shows the early■pb and sev. what comes to be known as the battle of west frederick. it's a little bit more of a glamorous title than it deserves. it

thanks, tyler. first of all, if you look at the semi cycle, i think we started this rally some time in october of '22. it's outperformed the s&p by about 45 points and if you put that into con particular, typical semicycles last roughly about two years and you get anywhere from 20 to 50% outperformance and this year we're in the 15th month of the rally and so far the sector has had 25% outperformance normal times we're in the rally and because of ai, we are still continuing to recommend the sector and recommend the stocks in the sector, and our view is that ai roughly accounted for 9% of the industry revenue last year and we expect it to grow about 100% this year, last year it grew about 200% this year and ai revenue grew 100% and for the next two years we do expect ai to account for 7%, 8% of the industry growth and this is an industry growth that grows in mid-single digits and ai health has the high single type of growth and overall we expect the semiindustry to grow at a double-digit pace because

tyler, back to you >> all right, sir. rick santelli. coming up, elon musk dus settle say that five times fast tesla shares deep in the red morning of a wager slowdown in 2024 this after musk demanded a larger stake in the company' board. but these results now have eve polls crying foul at management, plus, ceos weighing in o earnings in a slew of othe factors this morning on cnbc we'll recap all of that an more, on threeto sp. trading at schwab is now powered by ameritrade, unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab. that first time you take a step back. i made that. with your very own online store. i sold that. and you can manage it all in one place. i built this. and it was easy, with a partner that puts you

hi rick. >> hi, tyler.r price index was significantly different than yesterday's cpi, that is for sure. there was a cooling their, albeit there were some -- year over year, but investors look right over it and they continue to monitor the big moves that we saw, especially that headline number that we saw on cpi. and the moves? well let's let the pictures speak for themselves. here is a today of two year, tyler, and look at what the high yield was yesterday. for 39, we're trading 415. when we close last friday? 4.38. now contrast that with the long part of the yield curve. look at the two days of 30s. right now, 30s are higher in yield than yesterday, they are up a couple of basis points, and they are virtually unchanged on the week, which of course leads to the notion, what have the yield curve stun? i tell you what they have done. what trades have told me since early december that 2024, and we have said this many times, it is the year of the yield curve, steepen's, and it probably moves dramatically in pos

kim, matthew, and tyler. kim, your thoughts on the border crisis? >> yeah.l liability for democrats right now. you see it in the president's polling. but you also see it in the movement in congress just two months ago senator chuck schumer was saying we will not have a discussion about any policy changes at the border we'll throw money at it but nothing else. what type of policy changes on asylum and parole need to be done and i think we may still get a deal on that. that is entirely a function of this chaos you see going on at the border, which is, again, really beginning to hurt democrats in this administration. >> mike: to that point the democratic mayor of chicago says the situation is not sustainable. let's play her. or him, excuse me. >> what we have is clearly an international and federal crisis that local governments are being asked to subsidize. unsustainable. none of our local economies are positioned to be able to carry on such a mission. >> mike: tyler, what kind of pressure does that put on the white house? >> yeah. i think we have seen this bui

alongside dominic chu, i'm tyler. coming up, the fed releasing the beige book. a read on the strength of the economy, getting forecast from districts around the country. this morning we have a stronger- than-expected retail sales report. >> that is sending stocks lower today. fears the fed won't be quick to cut interest rates and the broader economy remains strong. here's where the markets stand right now. you can see the s&p 500 about one full percent, the dow down one full percent. casing the losses down one of a quarter percent, software names including cloud strike the skillet, fortinet, which was hit with its fourth downgrade from analysts over the past two days. chip names also lower. semiconductor, intel among the names getting hit as you can say. across the board for the biggest chip names out there, tyler. >> demonstrating this interest rate theme, the worst performing sector of the s&p 500 today is real estate, down to and have percent as a group. there are some of the names in that group. one group gaining today would be health insurance, including un

welcome to, alongside kelly evans i'm tyler mathisen, stocks coming up. stocks falling today after rate cuts are coming soon at that narrative, it takes a hit things to harder than expected inflation data. the consumer price index rising three tenths of a percent from last month, and 3.4% from last year. a much higher than expectations, but that's all it took. we'll discuss what it means for the markets and -- >> plus, finally the day is here. seven but corn etfs are trading. what's that the prince amongst? m how do you know which one to buy? where can you even get access? we will explore all of that ahead. let's get it get quickly into these markets that which are coming back from their session lows. the dow is only 36 points from turning positive, seven for the s&p which was positive briefly earlier on in the session of course, and then nasdaq is only down ten right now. it was shaping up as a good day for big tech early, maybe we'll bring that back. everybody but alphabet in the green, google amazon in video all hit record highs today before turning lo

boring from bad enough guns down my family has noon to me, but when you go out and see a member of the tyler bomb on your cost, you should change direction to shouldn't oh right. post them the to i do judge, sometimes she's without a male companion because her father is the sole bread winner and often those around the good. i found a piece of stuff from a down to 9, but that was sticking to my mother's mouth. hello, i'm tired. i want to take my mazda golf below it to make a wish to go to, to not because we ask guns, believe it brings lock me or doesn't look at them as major. we have the, my father and my family and my cousins, they told me that usual to leave. so it's really difficult for me to ask her about for me that i have to live in my money. i'm flipped to cobbler shortly before the tale pond took over. such a 1st attempt to escape, i've gone to some fields. i went to airport there. they call it a lot of people for this. i was near the door near the get. suddenly a big explosion. in a moment, couldn't see anything. a lot of people that they caused by explosion. so enough somebody, i'm

tyler, the. >> all right, rick. thank you very much.sh on mobile eye, which is tanking today. in bringing chip stocks down with. it christina is in the house with details. hi, kristina. >> quite the start for the auto chip sector at mobileye's massive guy down. the autonomous driving systems company expects a 15% drop in revenue for the first quarter this year because of excessive customer and mentor issues. keep in mind about 30% of mobileye's business is exposed to china and expect from the company, a set to expect sales to be relatively flat for the rest of the year. and that's why mobileye it's having its worst days since going public in october 2022. its fifth straight day of losses, stock is down about 25, 26%. and a dire warning weighing on intel, since intel bought mobileye back in 2017 and is still the majority shareholder. it's not that bad right now, it's not that bad at a half percent. but the news also weighing on auto semis. svm down 4% in x b three and a half, on semi, three to half percent, and the competitor, which make

tyler? >> all right.e other hand, we have verizon, higher after beating estimates and reporting a jump in wireless and broadband customers. there you see verizon up nearly 6% at 4r 4188. stocks pulling back as the rally hits a wall while earnings ramp up. will earnings kill the rally or be strong enough to keep it going? our market guests expects an expansion of the rally in the year ahead. he is kevin ma-h president and chief investment manager. good to see you. so far, earnings, how would you characterize them? >> i believe that the market is actually feeding of off earnings. they're looking to digest the earnings reports to see if in fact the fed's forecast economic slowdown will come to fruition. i would also argue if we have a weak earnings season, that could actually provide additional fuel to this bull market rally because it ties into the notion that they're going to have to cut interest rates to help prevent this economic slow down from leading into an economic recession. >> but if they cut rates

tyler, you are talking about how expensive they are. up to the millions. we've seen watches released that are $500,000 where there is a waiting list. at that very high end, demand remains strong but that is the market that all these watchmakers are trying to crack right now. >> wow. are these collectibles? or are they kind of ready to where? >> that's a great distinction. what they really want are collectible, investable watches. if you look at rolex, those watches typically gain value after you bought them and some of these top brands do if they are limited reduction but what they really want is to have a watch that when you buy it, it's worth more one or five or 10 years later. that's not the case now but that's where they want to get to where you can call it an investment, not just a timepiece on your wrist. >> i didn't know that at all. that's fascinating. robert frank in miami. and robert is not the only one in florida today. melissa lee is in miami beach at the global alts conference for a special edition of fast money. we got a f

tyler always a pleasure to see you. describe what you're hearing right now from business owners as well. >> there's a lot of concern about how jews are facing collective punishment for how people may perceive or not the war that's happening between israel and a terrorist organization, hamas and businesses are fearful. and what we're urging the broader community to do is patronize these jewish owned businesses, restaurants, small businesses that deserve our support. this is reminding us of pre-world war ii germany, when we see posters and signs calling for people to boycott jewish businesses and it's causing a lot of fear in the community. yeah, have the businesses said that they felt this kind of fear before? you know, we've seen some things like this. manny's, which is an established in the mission in san francisco, has faced this call before, but this is on a whole nother level, facing a number of businesses. as we reported recently, you reported recently on smittens ice cream, which was you know, vandalized and all o

but tyler wandered off at a nevada truck stop at the end of november.earched throughout the west coast until he was found at an animal shelter in wyoming. it's unknown how he ended up there, but tyler likely stowed away on another truck before someone found him and took him to a shelter, where they scanned that microchip. >> i literally went everywhere on every surrounding state that i could think of and put him in the lost and found every truck driver group that i could find. >> i always put myself in their place. if that was my critter and i had no idea what had happened to it. and somebody called me and said, um, we have your cat. we're we're states away from you, but we have your cat. you know, i would hope people would help me get my cat back. so the shelter actually worked with a truck and trucking group to drive tyler back to his owners. >> they reunited on new year's eve, so the story ended very, very well. but the message there is get your pet microchipped. yes. you know, that was a good move, but my cats don't go outside anyway. then nevada to

please welcome back your host, tyler fisher. i feel like i'm getting tinier every time i come up here. benjamin buttoning. how about a round for anybody who's won so far? this is great. like the cnn awards. all right. up next, the career achievement award is awarded each year to an artsy a member for his or her or they or them. it's kind of bigoted to not include those pronouns. i'm here, but that's what i'm here for, guys. i'm from brooklyn to signify the accomplishments and contributions to the broadcast coverage on capitol hill. take it away. the thing i love about jocko is that everyone loves him. let's say there was an opening for speaker of the house. everyone would vote for him because he gets along with everyone is just the best. what else is there to say from letting us in front of his camera on a moment's notice to moments of cuteness, sharing pictures of his grandson? we love you every time i see you. you are always smiling. such a professional, making sure that everything is perfectly. obviously, i did this video mys

alongside contessa brewer i am tyler mathisen.ts are higher once again today, up through the week, and three major average is now higher year to date after a bumpy start in 2024. >> the s&p has just hit a all-time high. it will very likely set a new closing record two hours from now. our eyes are on it and we are watching for the countdown. >>> and the nasdaq 100 also breaking, or hitting, an all-time high today. there you have the nasdaq 1.6%. >>> chip stocks, the biggest driver of -- the smh and the stocks etf are up more than 5% and this week. but is this rally based on, i mean i guess i would call it a parlay, is it a bit that might not actually commit? think about this, the first leg the fed will have to cut rates. it's far from guaranteed given strong economic data that we recently received. leg to, second part of the parlay. we have heard a lot about the 8.8 trillion dollars sitting on the sidelines, but even if rates on short term bonds and money markets fall, investors make still prefer their relative safety. >>> and like

tyler is getting ready.isreehesi oth bak. ♪ ♪ ♪ >>> welcome to the power, longevity. alongside kelly evans, i'm tyler matheson. glad you can join us on this thursday. coming, up another downgrade for apple. stop down more than 5%. so far this year, and it's a really. concerns about iphone demand are growing. people talk to the analysts behind that latest fall. >> plus, eli lilly taking weight loss drugs directly to the consumer. they are setting up a new service to help people get tell health prescriptions. we will ask a doctor about the potential implications. first, let's get a check on these markets with the dow up 128 points, the p t

tyler is back.l join him on the other side of this break. >>> happy new year and welcome to "power lunch." alongside kelly evans, i'm tyler ma this is. >>> coming up, seeing red. we're watching oil prices after iran dispatched a warship to the red sea. this is the latest sign that tension in the region will not be easing any time soon. >> we'll see what that means for oil prices this year. >>> plus, it's not only the first trading day of the year, it's also the first day on the job for a number of corporate ce

tyler. think last night trump called for austin to be fired t cal immediateller y. >> what do you think trump would say if one of his cabinet member ones suddenlr went missing for four days? >> well, frankly, i wouldn't hire somebod dfrankly so incompt wouldn't happen. >> it have happened. but this guy was we call a it a diversity, right? >> yeah, he was a diversity guy. he was the mentall hire, riy. i am not sure. you can't say that. you can't sa y that. yes, you can. y y. ould sa but no, biden doesn't even know that he's gone missing.. l sa >> no, he doesn't know he's gone missing. you don't see look out into the crowd. you'll wher hi to a ghost or go. >> i think fdr was right and then he his pants and he's- n in the bed of this country . >> now he is. i think that in think a yes, yes, he could. [cheerhe could be the first president to be assassinated by diarrheto be a a. assass but i think, you knoinw what? he he cut it like he doesthat w that little shuffle off stage. >> i think that was

tyler is getting ready.n, everyone. welcome to "power lunch." alongside kelly evans, i'm tyler mathison. major mergers in the drug industry. is this a sign of good financial health or a sign of problems with their pipelines? >>> plus, more data coming out on shein. the fast fashion company prepares for a u.s. ipo, we'll break down their revenue numbers and how they compare with some of the big u.s. retailers. >>> first a check on the market. we're off the lows, but we're still down, except for the nasdaq. the dow is down a fourth of a percent, s&p down 3 points the nasdaq is up about 30. we mentioned healthcare deals. it's not just in the pharmaceutical space. a tech dea

i'm tyler mathisen with your news update.now on lunch break in those closing arguments in the trump civil fraud case in new york. but right before the break, the former president was given five minutes to speak and went after the judge directly. saying "you can't listen for more than one minute." this prompted the judge to ask trump's lawyer to "control your client." trump sid he did nothing wrong before being cut off by the judge. trump said that he should be paid back for everything he had gone through. >>> thisincident should not ever have happened and it cannot happen again, said the faa this afternoon as it announced an investigation into boeing after a door plug broke off that plane mid flight last week. the agency said it was boeing's responsibility to meet the high safety standard required of its manufacturing process. >>> sam's club will use ai to check receipts at the exit instead of employees that it and costco employ. the program will roll out nationwide, but it won't mean the greeters lose their jobs. sam says th

thanks, tyler. >>> coming up, three buys and a bail tech earnings edition, featuring this surprising name our trader is bailing on. think you know what it is? tweet me, it's a biggy. that's after the break. il. back in positive territory stl negative on the week, though. stay with us. of investment risk, do you consider climate risk? changing weather patterns are impacting the way we live and the value of businesses large and small. this can mean disruption to supply chains, changing demand for products and shifting regulation. what does this mean for your business, your clients, and your investments? ice offers data and markets that can provide critical insight. manage your climate risk with ice. we earn your trust. maintain our financial strength and stability. and deliver solutions that meet complex needs. massmutual. partnering with financial professionals, benefits brokers, and institutions. >>> welcome back. it's a choppy start to the year for big tech. piper saying the mag seven has become th

tyler is actually shorter thanet . this is the first time in the history your whole life. i can tellt time you that i saw. >> they stood back to back in the green room. that's why i'm. >> yeah. exac diversity hire. yes, i can lord over you youy hr a hold of emmanuel lewis? >> yes. is he alive? yes. okay, good it's the other one that's dead. coleman. yes. god rest s he ali my cat. you loved barbie. >> i did it because you're a girl. probably. >> would you like this movie?yoo would you go to this movie? m oviei go to the marvel movies. i think i live too close to comic-con yes. l that i just i see all that. and i'm like, no, not for me. >> no.al so probably not. but i don't really go to mostly movie parties. the last one i went to, i won't talk about megan rapinoe, if that's okay. absolutely. i just i disagree with you okayn think she was joking?k oh, i think she was. yeah, she was joking and shesh was tryinge was use humor to me herself feel better about truly a tough situation. she was like, this is my last career. and yomyu and then it's over lie that. i think that she pr

i am tyler mathisen. coming, up the feds favorite inflation gauge, the core pc rising slightly in at nearly 3 from a year ago. between that and credit card company results, we have som interesting consumer insight to dig into. more on that shortly >> you know, we laughed, but i was funny, he would've laughed and it would've shaken we have -- a strike in las vegas whic could threaten the biggest sports event in the year i more ways than one so let's get a check on th markets currently. you want to? that >> the dow was slightly higher, as you see there b 0.02%. that is really slightly higher the s&p 500 is down about fifth of a percent, the nasdaq down about 65 points importanc of a percent a number of names hitting ne 52-week highs. you have your meta, you have your netflix, you have raw stores, t.j. x and merck >> but on the negative side, you have intel issuing som weak guidance. there you are seeing it down 12%. or is that 2%? it is 12%, there it is it's right on the line, isn' it >> right on the seam t

we're speaking with michael tyler coming up in just a few moments. stay with us. you're live in the "cnn newsroom." >>> we are just over 24 hours from the start of the iowa caucuses and while donald trump is making sure to go after his primary rivals, the republican front-runner is also looking ahead to the general election. during a rally today in iowa, trump brought up former president carter and his late wife rosalynn carter taking a jab at president biden at the same time. take a look at this. >> i always say jimmy carter is the happiest man alive right now and it's good because he's somewhat elderly, right? somewhat. my wife went to the funeral of rosalynn, it was a beautiful funeral, but jimmy carter is a happy man because people are considering him compared to biden his presidency to be a brilliant presidency. >> joining me now is the communications director for the biden campaign, michael tyler. hope you're braving the cold temperatures in iowa okay. your reaction to that. >> trying to stay warm. thanks for having me. >> i'm sure you are. your reaction to

citigroup's tyler dixon describes the hot year in sales. >> with rates where they are, with spreads wherehey are, and with pricing acting the way it is working right now, we are seeing primary new issues come through secondary prices, that is going to pull forward a calendar that is going to make sure that the first quarter is very busy on tcm. sonali: let's bring in the perfect panel. maureen o'connor, wells fargo head of high-grade gets in cap. maureen, set the state chair. that cap set by wells fargo, we might have broken it. how can this exuberance continue in the investment-grade market? >> i mean, at this point it feels like the floodgates are open. all of the stars have aligned in january as far as investment-grade market technicals are concerned. we have this environment to where you had really frothy returns right at the end of the year that broad and all of this new cash into the system. all of these total rate-of- return accounts have been chasing very strong performance the asset class right to the end of last year, but you also have an elevated yield environment continuing to