Jobs data, Tesla's rally, tariff revenue hits $200 billion and more in Morning Squawk in Morning Squawk

Economic Indicators - The delayed nonfarm payroll report is anticipated to show an addition of 45,000 jobs in November, with the unemployment rate expected to rise to 4.5% [5] - Fed Chair Jerome Powell indicated a "systematic overcount" of job numbers, which may lead to significant revisions [5] Automotive Industry - Ford is incurring $19.5 billion in special charges due to its shift away from all-electric vehicles, primarily related to its new focus on hybrid models and the cancellation of a generation of all-electric trucks [2][3] - Ford CEO Jim Farley stated that the company is adapting to market demands, noting that high-end EVs were not selling well [4] Tariff Revenue - Revenue from new tariffs imposed by the Trump administration has exceeded $200 billion, although collections fell to $30.75 billion in November from over $31 billion in the previous month, marking the first decline since the tariffs were introduced [6][5] Consumer Spending - Despite low consumer sentiment, the number of Americans shopping during the Thanksgiving to Cyber Monday period reached a nine-year high, with positive reports from retailers like Costco and Best Buy [9][10] - There is a noticeable trend towards value-oriented retailers, indicating consumers are more price-conscious [10] Autonomous Vehicles - The landscape for robotaxis has evolved significantly, with companies like Waymo, Zoox, and Tesla launching services in multiple markets [11][12] - Tesla shares reached a new high following confirmation of driverless robotaxi tests in Austin, although challenges remain regarding safety concerns and pricing compared to traditional rideshare options [12][13]