Welcome back to Squawkbox. Want to get right to our next guest. Here to talk markets, the economy, the Fed, deal making, uh, M&A, AI, healthcare, and so much more is Peter Rosak.He's the CEO of Lazard, former director, of course, of the Office of Management and Budget under President Obama. And I always think in this role you have, you have a your finger on the pulse of the corner office of businesses around the world, frankly. And I think we're all trying to figure out where things really are.We'll get som ...

Catastrophes in the US are driving those losses. Contesta Brew is at the table this morning. She joins us with an exclusive first look at catastrophe costs in 2025.>> Good morning, guys. Nice to see you. Yeah, $ 107 billion.That is the estimate from Swiss Restitute for insured losses from catastrophes around the globe this year. 83% of those losses happened in the United States with the LA wildfires becoming the most expensive wildfire event in history. Severe convective storms with wind, hail, and tornadoe ...

Joining ahead of that number is Laura Olrich, economic research director at Indeed. Good morning to you. Um, we're going to talk about what you're seeing in the jobs market.But before we get to this number a little bit later, is there anything you think we could possibly even take away from this number or do you think that it's so backward looking and u is going to have so many sort of uh different, you know, one-time items in it that we almost have to just look away. >> Uh, thanks for having me this mornin ...

Welcome back to Squawkbox. President Trump's approval rating remains challenged by the affordability issue. Our senior economics reporter Steve Leeman joins us with the results of the CNBC All America Survey.What are you seeing. >> Yeah, yesterday we did what consumers were saying about it. Now, this is the political side of it.President Trump's approval on the critical issue of inflation and the cost of living fell to a new low in the CNBC All-America economic survey with the president continuing to lose s ...

Joining us now, Mark Mahaney, Everore, senior managing director of internet research. Mark, great to see you in person. Um, we mentioned the Google 60%.Most of that move was in the second half of the year. So, it's it's sort of an interesting dynamic here where it's no longer a top pick because of the recent run, but you still think it is firmly in the hold in the buy camp, I should say. >> It's a quality compounder.So, we've had a stock that went from 15 times earnings to almost 30 times earnings in a six- ...

is joining us now, Oliver Chantiti Cowan, senior retail analyst. Oliver, great to have you with us. >> Not much time for for last minute shoppers out there.Um, who's who seems to be doing the best so far. >> We're excited about Walmart. Walmart offers great value, but also a high-end customer, too.Also, the AI story at Walmart in terms of lots of firstparty data and using that for both supply chain as well as Sparky. We also like other ideas like Rishmon and Cardier. And what we're seeing with the consumer ...

All right, Carrie, I actually want to hit on one of those stories we just talked about, the idea of 23-hour a day trading during the work week. You're somebody who's traded equities. What do you think about that proposal. What do you think it could mean for the market.>> I call it a little exhausting. I think um in fact, people do a lot of trading after hours. Uh, I think it would be more um I I would say um structured because there perhaps would not be the type of drops that we see um after hours when ther ...

When hurricane wind gusts hit 110 m an hour, a 2x4 can become a spear and standard plywood can't withstand that force. But increase the thickness of the wood by half an inch and watch. Helpful to know if you're boarding up windows ahead of a storm.Convective storms that produce fierce wind, tornadoes, and hail have become increasingly costly in the US. Building materials matter. FM employs 2,000 engineers who work with their commercial industrial insurance clients.At FM's Rhode Island research campus, engin ...

All right, let's talk about this action in the private markets. Let's start off with SpaceX. The fact it's getting up to a $800 billion valuation.Clearly, there's a lot of demand for those shares. Part of the company's plan, just to be fair, is to build data centers up in space, here on land, here on Earth. We're seeing a lot of questions about the data center buildout.What's going on with that divergence. >> It's just one of the hottest private companies in the world. You're seeing SpaceX and a couple of t ...

All right, welcome back to Worldwide Exchange. As we close on the 6 a. m.hour, a check of a few big stories that we're following this morning. The US says it collected more than $200 billion in tariffs this [music] year, according to new data from Customs and Border Protection. The figure comes as a [music] Supreme Court weighs the legality of those duties.President Trump's filing a $10 billion defamation lawsuit against the BBC. The president [music] is accusing the British broadcaster of producing a false ...