Hi indeed, Carl. This is October read for Jolts. Uh 7,670,000.That's not a bad number. 7670 actually would be the strongest number going back to well going back to May when we were 70 7.7% million and change. So that's pretty decent.And considering that the expectation was for a number around 7.1% million. So it's definitely better than expected. We're also getting leading economic indicators which have been leading us in a negative lately.This is September read coming in exactly at is matching expectations ...

He is a light individual who offers real substantive things was very very helpful. I'm going to have David on tonight but I got David Joiner. I had his predecessor on and I was so concerned that in the end it was going to pivot on how you could not get people to buy things digits under lock and key.He didn't even mention it. It's not even in the >> forward to tonight. Let's get the opening bell and the CNBC realtime exchange.At the big board, it's Crypto Spect 21 Capital celebrating a listing. CEO Jack Matt ...

Let's get to a mad dash for this Tuesday. Uh, nice to have everybody back here at the table. What do you want to uh do.CBS, I guess, is the name. >> Yeah. As opposed to CBS, >> correct.Which is owned by which is owned by Paramount. >> I want to say that David Joiner understands all the weaknesses of what he inherited and the strengths and he's playing it to to health insurance and he's playing it to wellness. And what I think the people at home should know, he ain't planted to the front of the store, which ...

Meanwhile, uh, the tech sector likely to be sensitive to tomorrow's Fed decision on rates. Joining us right now is Doug Clinton, Intelligent Alpha founder and CEO. Good morning to you.Uh, help us understand what you think is going to happen tomorrow. And let's talk about the impact. Seems like, Andrew, the odds are going toward a rate cut.As it pertains to tech, where I spend most of my time, I think it's actually mostly irrelevant in the the medium to longer term what the Fed does tomorrow. The focus in th ...

Fed Rate Cut Expectations & Opinions - 87% of respondents expect the Fed to cut rates this week, but only 45% believe the Fed should cut rates, showing a significant difference in opinion [1] - The median expectation is for two dissents regarding the rate cut [1] - Only 35% expect a rate cut by January [1] - Wells Fargo Investment Institute believes the Fed will cut rates in December, even if it's not the most rational decision [1] - Some respondents suggest the Fed needs to cut rates due to potential weakness in the job market [1] - Alan Sinai of Decision Economics suggests a preemptive 50 basis point cut is appropriate due to widespread weakening of the labor market [1] Economic Risks - Continued high inflation is seen as the biggest risk to the economy [1] - Concerns include the potential bursting of the AI bubble, Fed independence, the fiscal deficit, and administrative policy uncertainty [1] Economic Outlook - The growth outlook is ticking up, running at 2% this year and higher next year [1] - Inflation is forecast to remain above the 2% target [1] - KPMG suggests the likely stimulus from record tax refunds in the first half of 2026 is being underappreciated, potentially understating the risk of persistent inflation [1] - The unemployment rate is expected to rise only slightly next year and decline a bit in 2027, indicating a relatively stable job market [1] Labor Market Assessment - The belief is that upcoming data will reveal a weaker labor market, outweighing concerns about higher inflation [2]

TO SHOW A WEAK LABOR MARKET MORE THAN THE RISK THAT IT'S GOING TO SHOW HIGHER INFLATION. BECKY. >> STEVE, THANK YOU VERY MUCH.LOTS TO TALK ABOUT HERE. FOR MORE ON THIS, WE WANT TO BRING IN FORMER CLEVELAND FED PRESIDENT LORETTA MESTER. SHE'S A SENIOR SCHOLAR AT PRINCETON.SHE'S AN ADJUNCT PROFESSOR AT UPENN'S WHARTON SCHOOL AND A CNBC CONTRIBUTOR. AND LORETTA, LET'S TALK ABOUT WHAT STEVE WAS JUST LAYING OUT IN HIS SURVEY. 87% SAID THEY WILL CUT, 45% SAID THEY SHOULD.WHERE DO YOU COME DOWN ON BOTH OF THOSE QU ...

Commercial Real Estate (CRE) Market Trends - October 2025 saw the first year-over-year negative growth in CRE deal volume since the post-Fed rate hike recovery began [1] - This slowdown reflects a stalemate between buyers and sellers due to persistently high interest rates and economic uncertainty [3] - October 2025 CRE sales still reached $244 billion, approximately 70% of October 2019 sales [3] Property Sector Performance - Industrial and multifamily properties led the top 50 deals [4] - Hotels were the only sector to improve in deal volume, with 6% growth after a negative Q3 [4] - Multifamily properties experienced the biggest pullback in October, down 27% year-over-year [5] - Despite the pullback, multifamily buildings mostly traded at a premium to previous sales [6] Notable Transactions - The New York Edition Hotel at 5 Madison Avenue was sold for $2312 million by Abu Dhabi Investment Authority to the Kamang Company [4] - This sale highlights the increased value of office-to-hotel conversions due to the pandemic-related office shakeout [5]

The Q4 CFO survey, it's back and we're asking the biggest corporate financial decision makers about their business, the economy, and how they're using artificial intelligence. Every quarter, we ask about risk. CFOs say currently the biggest risk to their business, it's consumer demand.41% with that answer tied for second would be Fed policy and overregulation, both at right around 14%. Still, CFOs seem confident on the strength of the economy with more than half saying the US will not experience a recession ...

Scott Jennings joins us. He's uh the author of A Revolution of Common Sense: How Donald Trump. It's not on me.No one saw me do that. Uh stormed Washington and fought for Western Civilization. Welcome.Took a book to get you on here, sir. >> We have an We have an excuse to have you on. >> Yeah, it's a great book. >> It It's a great book.Just in time for Christmas. >> I don't know how else we would have We would have necessarily had you on, but you join When did you join CNN as a as a contributor. Oh gosh.2017 ...

Labor Market & Economic Outlook - Morgan Stanley suggests the labor market may have already bottomed, with any economic slowdown being sector-specific [1] - The firm believes a rolling recession has been occurring, with each sector experiencing its own recession due to post-COVID distortions [2] - Data indicates the rate of change on payrolls and layoffs peaked/bottomed in April, coinciding with the market bottom [2] Federal Reserve Policy - A non-weak labor market could give the Federal Reserve more room to cut rates [4] - The Fed's data is lagged, and revisions show a significant labor recovery [5] - Rate cuts are needed for the financially leveraged parts of the economy, such as housing and consumer goods [8] - The risk of the Fed cutting rates into a good earnings cycle is asset inflation [8] Inflation & Wage Growth - Accelerating inflation is generally good for company earnings, especially for lagging companies, if the Fed isn't raising rates [8] - The current administration aims to address affordability through wage gains, with wage growth needing to outpace inflation [9][10] - Fiscal policy changes are intended to reduce consumption and increase investment, potentially leading to better productivity [11] - Reconfiguring the economy through fiscal policy should lead to better productivity [11] Market Performance & Strategy - Morgan Stanley anticipates 17% earnings growth for the S&P [14] - The firm projects the S&P 500 could reach 7,800, pricing it off of 2027 estimates [14] - A key risk to this strategy is inflation returning to a level that forces the Fed to react by raising rates [15]