Joyce, just to pick up where we left off because we were talking about what we're seeing in the currency markets and what we're seeing with the dollar. Um, and so what are the dynamics just to pick this up and then throw it to our panel here um that are going to matter most. Well, so I would dis dismiss a lot of the talk about a Davos accord and even the DD dollarization I think that's exaggerated.But the weaker dollar, the bearish dollar trade, I think is here to stay and I think that is because we're at a ...

Pleased to be welcomed by two time Olympic medalist. And I don't know, am I allowed to say gold medalist, favorite this time. Scotty James, you tell me, hi guys, thank you for having me.Yeah. I mean, I guess you could say that it's bit of the elephant in the room for me, but you know, we'll see. Just keep working towards it and see how we go.Are you in full Olympic prep mode now, as we are just a little bit of ways from the beginning of the Milan Cortina Winter Olympics, yeah, I feel the clock is ticking. I ...

What we're seeing is uh I would say consumer confidence isn't matching the behavior that we're seeing. Meaning consumer confidence is low, but we're seeing still really good uh shopping behavior out of every income cohort and every age cohort. Um and we're really seeing great attach meaning people are ordering food with their beverage.So we've not seen a tradeoff in their experiences. And I think this really speaks to great customer service, great personalization that then makes the experience worth the pri ...

More on the markets and Fed decision. Let's bring in Svita Supermanian, the head of US equity and quantitative strategy at Bank of America Securities. Svita, great to have you with us. >> Great to be here.Um, so given what he said today, given some of the mega cap earnings that we're getting after the bell, what do you think. Is this a >> what are we making of all of this. Well, today felt like a really boring day until after hours, right.Um, so I I think it's still a lot a lot of the attention is still foc ...

Let's get more in Meta and Microsoft as those stocks are moving right now in opposite directions. Joining us now, Brent Th from Jeffre. Brent, great to have you with us.I want to tackle the decline that we're watching in Microsoft shares right now. Um, what's behind it. Is it the Azure growth.>> Softers like Randy Dangerfield, no respect. Uh, it is incredible. Uh, the Microsoft numbers were stable.Azure, uh, Office 365, many of the numbers were just, you know, right in line and it wasn't a blowout. Uh, the ...

[music] For a long time now, the enterprise software cohort has just been a house of pain because Wall Street's terrified that they're going to be steamrolled by generative AI platforms that are very good at writing code. But we really haven't seen all that much impact in the actual numbers for these companies. Instead, the enterprise stocks, they've been pummeled by multiple compression.The earnings themselves have been fine, though. Just take a look at Service Now. Here's a stock that peaked exactly one y ...

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray America. other than my friends. I'm just trying to make you a little money. My job is not just to teach, to educate, to make it all make some sense. So, call me at 1800743 CBC. Tweet me, Chip Kramer. When in doubt, ask if there's a shortage or a glut of what the company in question sells. If it's the former, then you can buy. And if it's the latter, YOU BETTER GET OUT OF DODGE. That's the best cheat sheet I can offer you at this point in earning season. ...

A weaker currency is usually a good thing. Usually all these other nations are fighting each other to try to have the weakest currency. Lately, it's been the US dollar sliding and yet everyone here is panicking about that.Yes, it's fallen, but it's fallen by like from like 99 to 96 and it used to trade down in the 80s. So, we might have some more weakness from here. It might go back higher.The thing that's a real headwind for the country is when it's up at 110 like it was a year ago. The only problem with t ...

You've obviously experienced a lot during your time as Fed chair, served under multiple presidents. I'm wondering what advice you have for whoever your successor might be. >> Honestly, I'd say a couple things.One is um you know, stay out of elected politics. Don't get pulled into elected politics. Don't do it.And that that's another thing. Another is um that you know our window into democratic accountability is Congress and it's not a passive burden for us to go to Congress and talk to people. It's an affir ...

Essentially the economy has once again surprised us with its strength not for the first time. Uh and you know consumer spending although it's you know it's uneven across income categories but consumer spending overall numbers are good and um we're benefiting from the you know from the AI buildout of data centers. That's that's another thing we're benefiting from.But economy overall growth is growth is um is on a solid footing it looks like. And and it's not just those things. It's it's just the consumers th ...