Carl. Yeah. Homebuilder sentiment for single family homes in December rose one point to 39 on the National Association of Homebuilders index.That's a small beat. The street was looking for unchanged, but anything below 50 is considered negative, and sentiment has now been below 50 for all of this year. Now, of the indexes, three components.Current sales conditions increased one point to 42. Future sales expectations rose 1 point to 52, the only one the positive. and buyer traffic was unchanged at a low 26.B ...

It's time for Jim and stop trading. >> Tripping a piece out by Deutsche Bank about the consu this consumer product group and it talks about how Coca-Cola uh which is one of the great companies of our lifetime right the stock's up 14%. I want to compare that to ARM that's my there I'm talking about my friend Rene Hos and that stock is down and this when a lot of people feel that ARM is handinand with Nvidia and ARM is uh it's up 1% but it's down six today.This is what I'm talking about. The bubble. The bubbl ...

A lot of people like to get people to move get people to get a mortgage so that they aren't stuck and thinking I'd like to move but I have a 2 and 12% mortgage so I'm not moving. We have to change that narrative. That is a very important zeitgeist issue in this country.I look at what I my mortgages mean I have a three. I have a 2.85% and I have a three. I don't want to lose that.I wouldn't like to sell something but I don't want to lose that mortgage. It makes me money. I'm making money on that for you.>> T ...

Welcome back. Seven minutes before we get uh started with trading here to begin a new week, one of our final weeks of the year. Of course, I like to keep an eye on the calendar.Let's talk a little service now for the Mad Dash. >> First, they came after Adobe and people said that's okay. They had particular characteristics involving advertising and uh you know just kind of overall too linked to perhaps um let's just say fancy, too expensive versus cheaper.Then they came after uh Sal Sal Sal Sal Sal Sal Sal S ...

Federal Reserve Leadership - The president was considering Hasset and former Federal Reserve Governor Worsh to run the Fed [1] - There was speculation and pushback regarding Hasset's potential nomination, with concerns about his close ties to the president [5] - Chris Waller is considered a strong candidate by some due to his knowledge of monetary policy [5] Market Reaction - Poly Market showed Hasset surging as a potential candidate [3] - The 10-year yield increased approximately 20 basis points when Hasset seemed likely to be chosen [6] - Yields went down after the president mentioned Hasset on Air Force One [7] Fed Communication and Independence - The Treasury Secretary and the Fed chair may discuss the economy and inflation outlook, but it's uncertain if they discuss interest rates directly [12] - Some Fed chairs believe it's inappropriate to discuss interest rates with the administration or even meet with the president [13] - Powell waited for an invitation to meet with the president and they apparently did not discuss interest rates [14]

BE HANDICAPPED FOR ANOTHER YEAR IN 2026 DUE TO STUBBORNLY HIGH RATES. BACK TO YOU, ANDREW. >> OKAY, RICK, THANK YOU FOR THAT.WITH JUST A FEW WEEKS LEFT IN OFFICE, WE ARE JOINED NOW BY NEW YORK CITY MAYOR ERIC ADAMS. AND AT LEAST FOR US, WHAT MAY BE AN EXIT INTERVIEW OF SORTS. IT'S GOOD TO SEE YOU, MR.MAYOR. >> GREAT BEING. >> HERE THIS MORNING.>> I WANT TO TALK ABOUT THE LAST FOUR YEARS, BUT REALLY WE WANT TO TALK ABOUT THE NEXT FOUR YEARS AND WHAT YOU SEE IN THIS CITY. WE WERE TALKING A LITTLE BIT OFF CAME ...

Let's take a look at the chip sector. Uh green arrows across the board at least right now pre-market joining us. Chris Quesa, wolf for search senior analyst.Chris, great to have you with us. >> Good morning. >> What happened. What happened with Oracle with the OpenAI delays with Broadcom.Has that changed at all the way investors should look at the sector. >> We don't think so. And the Broadcom report from last week was was was really quite good.Uh the they're you know still upside to the numbers. are lookin ...

better drinking water, >> WELCOME BACK TO THE OFFICE OF PERSONNEL MANAGEMENT IS LAUNCHING A NEW INITIATIVE TODAY CALLED THE US TECH FORCE. THEY'RE GOING TO WORK ALONGSIDE ALL GOVERNMENT AGENCIES AND SEVERAL TOP TECHNOLOGY COMPANIES, INCLUDING ALPHABET, APPLE, IBM, MICROSOFT, NVIDIA, OPENAI AND SO MANY MORE. JOINING US RIGHT NOW WITH THE DETAILS.OFFICE OF PERSONNEL MANAGEMENT DIRECTOR SCOTT COOPER. COOPER, GOOD MORNING TO YOU, SIR. TELL US ABOUT THIS NEW ENDEAVOR.>> YEAH. GREAT TO BE HERE. THANK YOU GUYS FOR ...

Market Trends & Investment Opportunities - Investors are rotating into industrials due to perceived growing risk in tech, sending the sector to record levels [1] - Optimism grows regarding a potential recovery in the broader industrial space due to stabilizing tariff policy and hopes for Federal Reserve rate cuts [3] - AI-related industrial companies are experiencing strong backlogs, with orders booked into 2027 and beyond, indicating continued upside potential [5][6] Company Performance & Outlook - Deutsche Bank's top pick for 2026 is Eaton, with approximately 20% exposure to data centers [6] - GE Vernova is booking orders into 2029 and beyond, demonstrating significant visibility into continued upside versus consensus estimates [6] - GE's investor day guidance lift was extraordinary, with potential high single-digit to low double-digit upside potential through 2028 [7][8] - GE's gas power services aspect is driving continued outsized earnings growth versus peers into the 2030s [11] Undervalued Opportunities - Dover Corporation, Illinois Tool Works, and Ingersoll Rand are identified as potentially undervalued with significant upside potential if a short cycle recovery plays out [13]

>> OUR NEXT GUEST IS HERE TO WEIGH IN ON THE BUSINESS CLIMATE IN US CITIES, AFFORDABILITY AND MUCH MORE. LET'S BRING IN DALLAS MAYOR ERIC JOHNSON, CHAIRMAN AND PRESIDENT OF THE REPUBLICAN MAYORS ASSOCIATION, WHICH IS CONVENING HERE IN NEW YORK CITY. MR.MAYOR, WELCOME. GOOD MORNING TO YOU. MORNING.DALLAS HAS A LOT OF GOLDMAN SACHS EMPLOYEES. IT'S GOT AN EXCHANGE LAUNCHING. I MEAN, WHAT'S BEEN SORT OF THE DRIVING FORCE THERE IN TERMS OF ATTRACTING BUSINESSES. >> WELL, I THINK THIS IS IT'S BEEN A LONG TIME IN ...