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Track to end the week lower. Check out the bright spot. Nikc nike, the best performer in the dow. Were hours away from the last jobs report of 2019 get this, its the last one of the decade high hopes and also high on certainty. Job growth remain strong depiet an undertow of decline and Capital Spending and manufacturering. 187,000 that would reverse the 128 last month the job growth needed to keep the Unemployment Rate low indicator have been mixed as we go in. Ism service expanding. Claims have been up and fell back down. The lowest level since may in the last 12 months theres been three distinct levels of job growth it dropped back down do the 143 area then it picked back up will the real jobs number please stand up given that the fed is on the side line the economy is weakening more than already thought there werent really workers to hire well talk about that right now. We want to keep the jobs conversation its in the market for worker right now. Please welcome Jonathan Tisch. Good afternoon. Great to be with you i asiem youre houring in whatever market youre in. Youre having a harder time finding workers. Thats the right way to look at it. Its a harder time we hope to be an employer of choice we try to create a corporate culture. The young people today where they are graduating from colleges, grad schools want to come to be part of our team but it is getting harder remember the Hotel Industry and travel in general we are labor intensive. We need a lot of women and men to supply the kind of service that we as a four star company are proud of and runs throughout the system where ever your price point is as a hotel company. How much does immigration weigh on your mind in terms of finding a path to receive legal immigrants who can be employed in your businesses we only hire legal team members. We feel the travel industry is the first step to somebody becoming part of our system. If you look at the people who run our hotels many of them started. Many of them started as pous keepers. We think there is a way to work your way up in our industry. We need team members you and i were talking about the wide openings many manufacturing jobs at a time when manufacturing is not posting the kind of increase of jobs that other businesses are theres this big lag akros tcro nation with open jobs sitting empty. I kind of know the numbers in the back of my head. I was like wait a second, half a million unfilled manufacturing jobs in the country while you have this decline in manufacturing. Also the idea that its going to be pockets in the country where manufacturing will still remain strong even more so than manufacturing in mr. Tischs sector. 1. 2 million unfilled jobs in the Service Sector you get to the same place. This is a sign of the u. S. Economy coming up to its speed limit relative to the number of workers there are. As you go out into the labor market, youre competing with other hotel companies. Absolutely. Once again that goes back to my point. We want people to seek us out. We want them know about us were building a couple new hotels that we can get into in a moment i was in kansas city and st. Louis meeting with our team members. Neither hotel is open yet. I was saying why did you leave the company youre with. Some of the biggest names in lodger we said we heard that loews had a great reputation we heard what youre trying to do in terms of culture thats trying to make a difference for us. Pressure on the bottom line. If you look at markets where there are minimum wage requirements now may come from the voters that when you look at markets highly competitive our wages are market driven. Its becoming an issue we have to think about that as we budget for 2020, for 2021 where does the Wage Inflation come in. Let me ask you youre outlook for 2020 we have Hotel Revenue projections thats expected to grow at a dismal 1 . I cover casinos. The casey now out look for 2020, youre seeing occupancy rates of 97, 98 they are booming what does it say to you about the broader economy. Its now over building, over supply its starting to jump ahead of demand there are key markets if you look at nashville, austin, houston, dallas, los angeles, new york city, which we can talk about later. Supply is continuing to come online at a great pace the demapnd might not be there. Youre right about the numbers the casinos are different they can absorb the couple thousands rooms. Thats taken new york city i was chairman of Towns Convention bureau ten years ago. We had 77,000 hotel rooms. Here we are a decade later were at 120,000 hotel rooms. Thats a lot of new rooms for this market to absorb. That said there will be 67 million visitors in new york city in 2019 it goes back to the revenue is there but were not getting the increasing youre probably losing Pricing Power. Were losing Pricing Power and the pressure on the bottom line between labor, increase in real estate taxes, energy costs and what we have to pay the otas, the Online Travel agencies to get business which help us fill the beds, that pressure is mounting well leave it there and come back and talk more about the economy, your business and what you see for 2020 shares of Sage Therapeutics losing more than half their value after the companys drug that treat depression failed to meet the goal of the trial we spoke with the ceo two weeks ago. Meg joins us with more we mentioned that wall street was looking at this in a binary way. Here is how he addressed that. Its a large portfolio of studies. Its not binary in our mind. All will make it investors have wiped more than 4 million off of the market value, the company is doubling down on its optimism about the drug saying the results are supportive of its activity theres a couple of reasons the study didnt meet the goal without the trial would have been successful. It says 9 of patients appear not to have taken the medicine the Patients Enrolled had milder depression than those in previous trials. The goal is to offer a new paradigm for treating depression its approached as morelike an antibiotic you take the drug when you need it and stop when you dont the set back means theres a lot more work to be done seems like that could have been managed in the trial i itself here let me see you take it its one of the most controlled environments. Were seeing the stock of biogen going on a roller coaster after the announcement of its alzheimers drug earlier this year biogen said it was stopping all development of its alzheimers drug after it looked like the drug wasnt going to work. In october the stock shot back up when they said they got more data and it does work. Initially it was down. People didnt think it proved the drug worked. The company does plan to file for approval its kicking the ball down the road to the fda now. Well hear from the regulator next coming up, the latest on trade, e hiswet wli coming up, the latest on trade, e hiswet wliabeth warreno megamergers. Plus, who is watching you and you kids when youre on the internet or just sitting in your living room watching tevioelisn . The answer might be everybody. How concerned should you be . Power lunch will be back as a principal i can tell you this. When one student gets left behind, we all get left behind. This is a problem that affects each and every one of us. Together with ibm, we created a whole new kind of School Called ptech. Within six years, students can graduate with a high school diploma, a college degree, and a pathway to a competitive job. You know whats going up today . My poster. Today, there are more than a hundred thousand ptech students around the world. Its a game changer. Nice rock. Ptech students around the world. Its time to drop gold. Go digital. Go grayscale. Welcome back wall street is caught in the cross hairs. Lets get started. Well kick it off with senator warrens war on mergers. The senator drafting legislation to ban mega mergers, including a company with over 40 billion in annual revenue or two companies that rake in 15 billion a year in revenue does this have a chance of flying and i guess it just sort of confirms the idea that to senator warren big is bad. Big is bad in washington and more in general. I think she probably has some more sympathy on both sides of the aisle around this issue. Morebroadly and to your question, this really has very little chance of getting any traction this session of congress you have to remember that the senator warren is many the Minority Party in the senate you fast forward to next session of Congress Even if senator warren were in the white house, she would still have an uphill battle on this issue i think the bottom line here, this is a great deal political talking point for her on the campaign trail but very unlikely to materialize into law any time soon or really over the next sort of secular time frame how do you react to that . They got a lot of ideas and have to figure out how do i pay for my ideas then theyll throw suggestions and make stuff up. As a Business Leader i believe in strength of the business community. We now have details on joe bidens tax plan senator sanders, the former Vice President s plan proposing 3. 3 trillion of tax increases largely targeted at corporation and the wealthy. He would put a 15 corporate minimum tax. Push the Corporate Tax rate from 28 to 21. Top individual rate to 39. 6 and he would raise Capital Gains taxes to ordinary income tax rates. Presumably as high as 40 . This is much more of a moderate plan compared to other folks in the field. His proposal of raising the tax rate was back to 20 something a bit more revolutionary is the equitiable treatment between labor and capital. Again, this is what were telling clients is this might sound good and might be a good political talking point on the campaign trail but all of this does come down to the composition of congress. This is where my hyper focus on the senate is sort of makes a lot of sense the senate is going to be a lot more moderate. You could even see a Vice President biden in the white house with the Republican Senate while this is a much more realistic plan than some of his other Democratic Candidates in the field, it still would have to go through congress theres a lot that congress would not like in Vice President bidens plan could biden get the support of a Business Leader like yourself over a 15 corporate minimum tax . Very much so. Joe, who i know is a centrist, he understands the difference between the public and private sector theres parts of the plan we heard of for many years but also one of these candidates would say lets look at the existing tax code and bring some sanity to that and i think you get some Corporate Leaders that would support that kind of looking at. Lets move onto trade the chinese reiterating the tariffs have to come down before any phase one deal can be signed before december 15th tariff hikes. This is a cheg problem the chicken and egg. They will go back to prior levels or be eliminated before they are willing to discuss any of what would pass under a so called phase one theres a lot of political wills on both sides for President Trump and xi to get to a truce here the agreement about what kind of tariff relief to give china is one. Congress is asserting itself putting human rights back on table as well both with the passage of the hong kong, human rights and the bill the house passed and senate looked like it will pass next week. A lot of trip wires as well. Were telling clients regardless of what happens there will likely be uncertainty with china under President Trump or a democratic president final thought, jonathan here are the unintended con kwenss of the trade war. They are important because the International Traveler stays longer and spend more money. The rhetoric that comes after our Nations Capital is not sending out a welcoming message to people that we need to fill our hotels and support jobs. Thank you very much see you again soon coming up much more, a lot of football topics to discuss. Are you ready for football bezos may be buying. First anike, the biggest gainer welcome back to power lunch. Nike gaining speed today analysts getting more confident. Lets bring in trading nation team bill, its had a good run. Up 80 in two years, three years. How does it look now its crushed the competition. You have strong growth from china. They are betting on this brand pulling out of amazon. What are the charts telling you . I see a nice channel here. This channel is coming in all the here as long as it stays here, its also broken out. I want to see it stay above. Im not sure about that. As long as it stays above 92, its a buy john, good chart, great brand. Whats not to like in. Theres no question its a fantastic company. Every great investment is a function of the price you pay for it i think the company is facing tough times. Consumer discretionary has been a have versus have not world the big box side has been sucking wind all right well see if it can hold that premium. Thanks very much head the our website or follow us on twitter. Back over to you ahead, an evil corp. The government taking action against a russian Hacking Group that stole 100 million from banks. Well discuss the biggest Cyber Threats out there now. Why are so many ceos jumping ship a ratings touchdown. Tv and digital ratings for the nfl climbing well lay out the latest numbers and get a take from our guest host all this when power lunch returns. [spokesman] if youve tried college but never finished, group cheering snhu lets you transfer up to 90 credits toward you bachelors degree. [woman] it doesnt matter how old you are, you can do it, you can finish. [spokesman] finish your degree at snhu. Edu at cdw we get youre always yeah. Im just not sure Office Drones were the way to do it. [ laughing ] drone voice lol. Our market share looks good, but. Drone voice where are the bagels . Well, cdw can help you modernize your company the right way, with a scalable infrastructure from hpe, making you more efficient and secure. Great. Oh. [ drones buzz angrily ] lets find a different room. For transformation that works, you need Hewlett Packard enterprise and it orchestration by cdw. People who get it. Welcome back here is your cnbc news update. The house passing a bill making it harder for robocalls to get through. The bill is likely to pass the senate and make it to President Trumps desk by the end of the year lawmakers estimate 5. 6 billion robocalls were made to americans in november alone. A ukrainian lawmaker releasing photos of his meeting with Rudy Giuliani he posted the photos on his facebook page. He said he spoke with Rudy Giuliani about alleged misuse of u. S. Funds by the Ukrainian Government the u. S. And vietnam kicked off a joint effort to clean up contamination left by a chemical agent during the vietnam war the project is being oversee been the u. S. Agency for International Development and vietnams ministry of defense. Not only will we work to reduce risk and ensure the safety of surrounding communities, well again demonstrate to the world the incredible example of the United States vietnam relationship where former foes choose to partner, overcome the past and pave the way toward a future of friendship and mutual prosperity youre up to date thats the news update this hour thank you for that. The latest group voicing big concerns about tik tok and other apps for kids, pediatricians we have more on the doctor of issues with social media what did you learn the American Academy of pediatrics are joining groups calling on the fcc to subpoena on how they advertise to children, track them and collect and store their data this kind of sweeping review could not only target players like disney and google but tik tok and twitch the fcc must design rebust protections to keep kids safe. Doctors and consumer groups raise concern about playable ads that are built around games. They said they would understand the impact the new kind of ads are having on the psycho social development of children. Doctors are starting to think about kids digital environment in a similar way to their physical environment doctors supported putting seat belts in cars. Now they are trying to figure out what kind of protections kids need online when you take the kids to the doctors youre hearing pediatricians sit down with parents and ask about use of devices and the digital habits as well. I dont know if thats playing into this. Now it seems like a big step forward to ask the government to intervene. Thats right. I think youre hearing doctors talk more about technology not just as a parenting issue but also as a Public Health issue. It took labeling transfat as a Public Health issue in order to get companies to remove them from their products. Doctors are saying you cant address this oneonone with each parent and each family. Perhaps you need to take a look at this more wholistically thank you for bringing us that the technology is tracking every moment of our daytoday lives. Kevin who is the ceo and one of the fbis most wanted hackers. Kate, what have you learned about evil corp and the way they were able to bypass cyber walls to get to the information . This was an interesting pace. It was a sophisticated big group that had, according to the department of justice, the buy in from the russian government for a very long time the russian government has been accused of using criminals for government need it also showed how corporatized these criminal organizations are. They have ceos, hr departments they have Customer Service if youve been hacked theres a number you can call to figure out how to get your money to the hackers. Its a very interesting time the evil corp. Really gives you a picture of that. Kevin, lets bring you into this how do companies go about protecting themselves. My sense is Everybody Knows theres a risk there we all have training that says to your employees, if you get a fishing email th i ps phising email like this, dont open it but they do it any way. This is where companies could phish their own employees. When the employee falls for it, then they get a trading video to inoculate that person so they dont fall for these types of attacks. We do Security Awareness training so this is definitely an important mitigation factor. Whats important to realize here is this malware could deploy ransom ware. Its a type of malware that scrambles all the victims files and then they have to pay to get a key to unscramble the files. Its quite sophisticated and the way these attackers are tecarryg out the attacks is through emails. How much more are you spending as ceo to protect your Companies Data or your customers data than you were five or ten years ago. This was probably not even an item in your budget. Forget 25 years ago ten years ago we realized we needed to do something we make capital decisions in the technology we have,0 thousands of guests ta stay with us we certainly abide by every state law. We spend a lot of money and time keeping the data safe. It was a big issue that wasnt on our ability to think about the last couple of years kevin, youve got the concerns about tik tok and whether they are scraping up data and sending videos of kids oversees to china which has been alleged in china you have warnings about smart tvs turning against us and record things happening in our living room. We have questions about whether facebook and apple and amazon are listening to us through our devices. Is there any way truly to protect ourselves from the Innovative Minds of hackers . You were one how do we do it . Theres a lot of steps to it. I dont buy a smart tv that has a camera youre not paying for the tik tok service. Youre not paying for the product. The product is you when the Companies Like tik tok that are owned by foreign entities in china, you dont have to think about what about insurance . What about Cyber Security insurance . Is that ensuring companies from the bad effects . Cyber insurance is definitely a considering that all Companies Need to look at. You have to follow best security practices as part of the underwriting process its definitely something that should be done in every business all right thank you so much for sharing your expertise for more, you can go to cnbc. Com to the bond market rick is tracking the action. Claims were probably distorted due to the holiday, thanksgiving it still gave market a bit of confidence going into tomorrows jobs reports market doesnt look as firm on that the dollar index continues to drift lower. This chart from the end of september shows very close to keys that have held in the past. Back to you. United airlines and google the latest companies to experience a change at the top why have we seen so many ceo departures this year and what does it tell us about the future powelur nch will explore that one when we return after this. About medicare and 65, ysupplemental insurance. Medicare is great, but it doesnt cover everything only about 80 of your part b medicare costs, which means you may have to pay for the rest. Thats where Medicare Supplement insurance comes in to help pay for some of what medicare doesnt. Learn how an aarp Medicare Supplement insurance plan, insured by United Healthcare Insurance Company might be the right choice for you. A free decision guide is a great place to start. Call today to request yours. So what makes an aarp Medicare Supplement plan unique . Well, these are the only Medicare Supplement plans endorsed by aarp and thats because they meet aarps high standards of quality and service. Youre also getting the great features that any Medicare Supplement plan provides. For example, with any Medicare Supplement plan you may choose any doctor or hospital that accepts medicare patients. You can even visit a specialist. With this type of plan, there are no networks or referrals needed. Also, a Medicare Supplement plan goes with you when you travel anywhere in the u. S. A free decision guide will provide a breakdown of aarp Medicare Supplement plans, and help you determine the plan that works best for your needs and budget. Call today to request yours. Lets recap. There are 3 key things you should keep in mind. One if youre turning 65, you may be eligible for medicare but it only covers about 80 of your Medicare Part b costs. A Medicare Supplement plan may help pay for some of the rest. Two this type of plan allows you to keep your doctor as long as he or she accepts medicare patients. And three these are the only Medicare Supplement plans endorsed by aarp. Learn more about why you should choose an aarp Medicare Supplement plan. Call today for a free guide. The united Ceo Oscar Munoz just the latest to step down its been a record breaking year for ceo departures we have more a little hard to keep up with theres also Steve Easterbrook of mcdonalds. Through october of this year, 1332 ceos have left their positions. Thats 13 higher than the same time last year its also the highest figure since tracking began in 2002 this year has been even higher than what we saw during the Great Recession in 2008. Through october of that year, 1257 ceos departed the majority of moves were part of normal succession plans although theres been a number of executives stepping down after allegations of miskwukcon. Easterbrook being one of them. Ceos are being held on a shorter lease. Well have fresh data. I want to point out some of these ceos stay with the company. 438 remain at their Respective Companies in different roles some of those you talk about will be the chairman, larry page is remaining on the board. Is this a sign that were seeing the top of the market . Im not sure i would classify it in those terms. Its not easy being a ceo. Im not saying that we should feel sorry for a man or woman in that role. There are tremendous pressures especially if youre a public company. You then have the share holders. You have wall street looking at everything that you do i think that maybe its just a confluence that many are stepping down. I dont think theres a rush to say ceos need to start over again bringing somebody else theres a lot of pressure and especially in todays world where everything that everybody does is known about instantaneously and there may be a burn out factor that contributes to them saying i need to turn it over to somebody else activist investors playing a role here in. Very much so. Thank you very much weve been joined this hour by Jonathan Tisch who is part owner of the new york giants finally we get to talk some football, next well talk tv ratings and whats with all the hedge fund b billionaires buying sports teams. Stay with us each day our planet awakens with signs of opportunity. But with opportunity comes risk. And to manage this risk, the world turns to cme group. We help farmers lock in future prices, banks manage Interest Rate changes and airlines hedge fuel costs. All so they can manage their risks and move forward. Its simply a matter of following the signs. They all lead here. Cme group how the world advances. Woman friction points, those obstacles that limit a companys growth. I try to find companies that turn these challenges into opportunities. But by going out in the field, and meeting management, suppliers, competitors. In the end, its these unique companies with Creative Business models that will generate value for our investors. Thats why i go beyond the numbers. The nfl and all sports leagues are trying to figure out how to boost tv ratings. The formula that seems to be working, good teams playing exciting playing exciting games reporter well, the nfl is maintaining its ratings gains over last year on a combination of more competitive games, teams in big markets performing well as well as some new emerging stars on field tv viewership through monday nights games is up over 5 from last year to 16. 7 Million People digital viewership is tiny but growing fast up 49 over last year with an average of over half a Million Viewers pergame now taking this in stride, looking at the big picture here, 46 of the top 50 tv shows this fall have been nfl games this seasons nfl games stand in stark contrast to the nba which has seen its ratings declined 20 on tnt as well as espn mavericks owner blaming it on cord cutting as the nfls gains continue through the rest of the year, it really should boost the leagues negotiating power as some of those rights become available over the next couple of years. What do you think about that . The fact you have mark cuban saying fans should be able to see it on whatever screen not where the nfl decides. What do you make of that youll see a shift to being able to watch where you physically are and the nfl and im not involved, i should state that my brother and john mayer are the spokespersons for the new york giants but knowing a little bit, obviously, the tv contract is being a new one is being negotiated in realtime. And there are so many new avenues for a fan to watch but its interesting because, really in todays world where you can time shift any show that you want, sports is the last vestige of tv. When you look at the rating, how much do you think is directly attributable to the spread of sports gambling nationwide thats a big influence. If youre betting on a certain game youre going to watch to see what happens and watch until the bitter end because there are many games won a field goal with three seconds left also fantasy football. And when you look at how popular gaming and fantasy football are, more people are staying home and watching how are the giants preparing for gambling, and will there come a day where im going to be able to bet from my seat at met life stadium, or bet in a kiosk that you may own, you ready for that the nfl is getting ready for it the nfl has a relationship with all 32 teams and they Work Together on deciding how revenue comes into the nfl. Split amongst the 32 franchises. Im sure the nfl is in constant conversation about how this is all going to unfold. I want to go back julia laid out the very nice ratings picture for the nfl. But when i look at games and i watch a lot of ball game, there are a lot of empty states in stadiums around the league the giants have had a rough year there will be a lot of empty seats when i go see them play miami two teams at the bottom of the league how will the league address that where people can watch ultimately anywhere they are, the millennials may be on their couch and they dont want to go out to the games it is a very big question that the nfl and the teams are thinking about every single day. And to recreate the experience at home which you can do in your man cave or woman cave with a 90inch screen and not have to get in a car and eat the food when you want to eat it, thats something that the Fan Experience parking traffic and parking but youre going to a game between the giants and dolphins says to me that you want that in person experience. Is the nfl, are team owners having to innovate the same way youre doing with your hotels with experience locations or malls. If you look at the next generation of stadiums, look what the rams are building in l. A. Or raiders are building in las vegas. What jerry jones built in arlington with at t stadium. These are unique buildings also met life. These are really unique buildings that are about experience these are Entertainment Venues very much so. You go the atlanta stadium. Its what were doing in the Hotel Business with hotels that are understand construction. Were partnering with sports teams. We opened in arlington, texas with Texas Rangers as our partner. We have a hotel opened in st. Louis with the st. Louis cardinals as our partner so its a way for us to create so its an avenue of growth for us but it goes back to your point, contessa, its about the experience i know that youre not one of the operating heads of the new york giants but theyve had a long stretch of disappointing seasons. People are saying in this town that the coach is on the hot seat, the general manager is on the hot seat, i would like to get your thoughts on that and what changes might be coming there and also some thoughts about eli manning who will be back in the lineup this weekend is this his swan song this year theres four games left in the season as a fan and a coowner it has been very disappointing. This is not the venue to discuss what happens when the season ends in late december. Theres plenty of time and there are others, one of us that has the same last name as i do and our partners, steve and john will have those conversations, and they will take into consideration all the issues when it relates to eli theres no finer family than the manning family and eli is a first class guy. Hell be back on the field in philadelphia on monday night and well see what happens to his career when the giants season ends in a couple of weeks. Hell be able to show us hes a first class person and hes the classiest act around and im sure hell go out there. Hes been training all season long he shows up at every practice. He participates. And he will be there monday night ready to play against the philadelphia eagles. I would echo what you just said hes handled this whole situation with real ac ecplease is up next. Thanks for watching power lunch, everybody. Contessa, ill see you back here tomorrow closing bell starts right now. It does indeed good afternoon welcome to the closing bell. 3m down 2 after the ceo gave a bearish outlook on china on the topic of cline the markets were higher now they are lower. Uninspiring headline from dow jones in terms of negotiations between u. S. And china on Farm Products well have that headline in a moment were flat lets see if we close above or below. Im Courtney Regan lets take a look whats driving the action the u. S. Trade deficit dropped to its lowest level. New report u. S. And china are far apart on siz

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