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The breaking news this hour, iran, striking back at the United States for the killing of its top general Qassem Soleimani last week. According to the pentagon, the attack occurred 5 30 p. M. Yesterday with iran launching more than a dozen Ballistic Missiles their targets, two bases in iraq where u. S. Troops are stationed. One, the largest in the world, less than 200 miles from baghdad. The other in Northern Iraq iran claiming responsibility for these attacks. Tweeting that iran, quote, took proportionate measures in selfdefense under article 51 of the un charter targeting base from which cowardly were launched u. S. Secretary of state mike pompeo and other officials gathering at the white house in the hours after the attack the president himself tweeting following the meeting, quote, all is well. Missiles launched from iran at two bases located in iraq. Assessment of casualties and damage taking place now. So far, so good. We have the most powerful and equipped military in the world by far stock futures sank at the news as you can see, those futures are paired those losses tremendously the dow jones down 80 points currently. Crude Oil Prices West Texas intermediate spiking. Wti up onethird of one percent. In a separate development, we want to bring you up to speed on the crash of a boeing 737800 model boeing jet that went down outside of iran. It came hours after the iran missile attack both say they suspect the crash was called by mechanical issues. As right now, not related. 176 was the number of people on board. All are believed now to be lost. Iranian leader asked them to open criminal proceedings into the crash. Boeing is conducting their own investigation. Boeing trade off about 2. 5 on that particular move Team Coverage we have around the world. Going to sing poor and Julianna Tatelbaum is covering early european trading from london lets begin in washington, d. C. Where we are waiting to hear from President Trump this morning. What has been the u. S. Reaction and what can we expect to hear today . It has been a muted action. There you see the tweet leading with the phrase all is well. Unclear if the United States is preparing to retaliate for this strike last night. Take a look at this video from Iranian State tv so it is unverified this is video of the missiles in flight last night before they hit those two bases there. The president of the United States responding in a muted way, gathering his top advisors at the white house last night. A couple of things to bring to speed on the strange story if you look at the site of those attacks on your screen. In tehran where this boeing aircraft crashed, the ukrainians have updated the statement they initially stated there were technical reasons for this crash. Now, according to an nbc reporter, the information on line from the Ukrainian Embassy says on this, information on the causes of the plane crash is clarified by the mission any statements causing to of the accident prior to the decision of the commission are not official suggesting now it removed the statement that the cause of the crash was a technical problem. The initial statement say terrorism and rocket attacks were ruled out this new statement saying any statements about the cause prior to the commission are not official it looks like the ukrainians are still looking into it. It is quite a coincidence to have a plane crash in the same area where the missiles were fired last night there are a lot of moving parts today. Is there any sense from folks in washington, d. C. Right now that this kind of a response from iran with the two air base attacks or base attacks was what they were looking for. Was that a likely scenario exactly this was the top of the list the u. S. Side new once the president ordered the killing last week, there would be an iranian response of some kind. This was among the response here aside from the tweet from the president last night, we dont know what we are looking at in terms of casualties. The american casualties at these two facilities still being determined if the casualty count was relatively small and americans killed in the attack was possible that makes the president s Decision Making a little more latitude in the case well see. President trump speaking later. Thank you. Futures indicating the dow will open down about 100 points. That is significant but well off the worst levels if these hold in the opening bell the s p off by about five points and nasdaq down about 25 the implied drop, about half of it is due to boeing shares alone. Remember, boeing shares are off in the premarket trade in the wake of the crash of the 737800 jet in ukraine we have Team Coverage of other markets as well. Julianna tatelbaum is live in london lets begin in asia with matt taylor who joins us live from singapore. I suspect it is red in the asian trade . Yes it was a weaker session. Right across the asia pacific. Markets did close on the day that all was well in the aftermath of the attacks from irans foreign minister. Markets in china ending down we did see the composite up 1. 2 we did see them making strong gains. South korea was lower. This one was interesting despite a move higher for the heavy weight samsung after the forecast in the q 4 profit out in a few weeks we did see strong gains for oil and gold that really helped out the heavy market japan was the leader, take a look at the closing markets of the nikkei all of this because of the strengthening yen. Safe haven closes really pressuring stocks. Some of those weighing down on the market yen 108. 43 now we have seen a big improvement 107 is where we were at the height of those attacks. Back to you. Now lets head over to the european markets now with Julianna Tatelbaum joining us from london. I see a lot of red there as well indeed, we are seeing european stocks come under pressure as well so that negative sentiment that gathered overnight has filtered over to european trading about 0. 3 lower investors seem to be reassessing risk in the region more sectors are trading lower oil and gas are lower than the rest that goes along with the stronger oil price we have seen gains trimmed since that initial spike airlines also under pressure as we heard from several european and International Players that theyve canceled flights and rerouted flights to the region that sector is under pressure as well overall sector seems to be cautious we have given back gains still no massive moves they will be closely eyeing President Trump words later on today. A lot of wait and see when we come back on the show, continuing coverage of todays developing story iran firing missiles and Oil Prices Surging more than 4 at their highs before pulling back. Factors at play and what Global Investors need to know all of that when Worldwide Exchange comes right back the two words whispered at the start of every race. Every new job. And attempt to parallel park. electrical current buzzing each new draft of every novel. typing clicks the finishing touch on every masterpiece. newborn cries it is humanitys official twoword war cry. Words that move us all forward. The same two words that Capital Group believes have the power to improve lives. And that, for over 85 years, have inspired us to help people achieve their financial goals. Talk to your advisor or consultant for investment risks and information. Talk to your advisor or consultant looking to get your business off to a fast start in the new year . Its go time switch to comcast business and get fast internet on the nations largest gigspeed network. Plus, complete reliability with 4g lte backup. And, cloudbased security to help protect the devices on your network. Greenlight your business in 2020 with fast internet and voice for 64. 90 per month. Switch now and get a 100 prepaid card when you add comcast business securityedge. Call today. Comcast business. Beyond fast. Another look at oil prices when the news broke last night on the missile attacks in iraq crude is now up about 1 opec secretarygeneral saying iraqs Oil Facilities are safe and operational but in an indirect message to the oous, he says opec cannot shoulder the burden alone there are a lot of things at play right now why are Oil Prices Lower given the geopolitical risk at play . I think this morning, everybody seems to view the iran attacks as a one off ultimately, they want to play this out the main goal is to get u. S. Troops out of iraq this is a proportional response. No u. S. Lives were lost so far that is clearly a red line for the u. S. Go on. Yes. You were saying that is clearly a red line are those red lines or lines in the sand the ones we are watching to see any potential upside or can we expect to see these one offs pump Prices Higher only to have them fall off again . I think that is really going to be the thing to watch over here we are recalibrating the red lines. That is the phrase to use more than anything, iran had to do something. The u. S. Response has been pretty muted we have to wait and watch for what trump says this morning if both sides escalate from here, thats it. Iran knows well if they do attack u. S. Personnel, there will be a retaliation. I dont think iran is ready or willing to fight superior u. S. Forces ultimately, i think it will be iraq where it is played out. Iraqi production that will be at risk if the violence does pick up so lets talk about the opec role in this weve heard them mentioning the idea to the u. S. Perhaps that opec cannot shoulder the burden alone for supplies is opec still concerned about supply as well they have to be demand last year growth was barely 800,000 bares a day the slowest weve seen there are signs auto sales are picking up there is more fiscal stimulus. Things shouldnt be as bad as last year. We shouldnt be expecting run away growth either opec can manage the market thats why he said what he did we dont have enough capacity should production be affected. That is very, very fair. The market is underappreciating how tight it is given how crude oil prices are in this market, weve seen this uptick where we need to see proper disruptions before the prices go up well keep an eye on those moving red lines thank you for those thoughts on the oil market we appreciate it coming up on the show, should investors fear a bigger uptick well ask what you should be inwith your portfolio, if anything, when we come right back i wake up every morning to see how much weight ive lost and how much better i look. Myww join today with the ww triple play the unparalleled landscape of park city, or the famed peaks of whistler, youve faced the hassle of lugging your gear through the airport. With ship skis, youre just a few clicks away from having your skis, snowboard and luggage shipped from your doorstep to your destination. With unrivaled pricing, real time tracking ship skis delivers, hassle free. Ship ahead and go catch those first tracks on fresh snow. Ship skis. Your skis. Delivered. Stay resthe new rx,the icon thatcrafted by lexus. Lease the 2020 rx 350 for 419 a month for 36 months. Experience amazing at your lexus dealer. Geopolitics. Futures pointing to a 62point drop that is pretty much all boeing drop after the crash of the jet in iran, the ukrainian jet dropping nearly 400 points last night on the initial news. Joining me now, victoria it seems as though the market wants to find a way to ex sent wait the positive. It takes missile strikes, it can survive assassinations of top generals of enemy states and yet holds grounds. Is that comforting or a little scarey for investors out there i think it means investors need to be a little bit cautious last year, we told our clients, you have to ignore the headlines and focus on investing last year, it was all about trade war and tweets and you didnt know what was true at the time this year, it is not just the headline it is definitive actions for now, i think the market is really latching on people are looking at the u. S. Economy and Global Economy this year looking at 2020, some of the positive notes and tail winds will continue through there that is a strong consumer or labor markets people are looking at that as they prepare for the next year what does it say . We can sit here and think about the Global Economy could be sound. The green shoots and the turn around could be at play. Does that mean geopolitics is not as much a factor in the coming months . Is. I would say it is not as much a factor we have to look at north korea, brexit coming up other things coming at play we have to see the short term or longer term affects. Then people go back to looking at the fundamentals again. Factory numbers were down. Service numbers were doing really well there as long as it is short term, investors are looking past that to the longer term what then goes on the shopping lists, even if they are 1 , 2 , 3 at the time going forward, names like apple, amazon, master card we are looking at names that have strong fundamentals to them good Balance Sheets and strong cash flows looking for opportunities to add. We do think the growth story continues to do well in 2020 we are not all in on the reversion to the mean with the energy names we would look at some other names to add to your portfolio on pull backs. Victoria, always a pleasure to hear your market thoughts coming up on the show, shares of boeing down on news that one of its 737800 planes bound for kiev crashed today everyone on board was killed well have complete coverage of the headlines when Worldwide Exchange continues after this keeping me from the things i love to do. Talk to your doctor, and call 8442142424. Doprevagen is the number oneild mempharmacistrecommendeding . Memory support brand. You can find it in the vitamin aisle in stores everywhere. Prevagen. Healthier brain. Better life. Some things are too important to do yourself. Get customized security with 24 7 monitoring from xfinity home. Awarded the best professionally installed system by cnet. Simple. Easy. Awesome. Call, click or visit a store today. Coming up on the show, middle east tensions rising overnight. Iran retaliating against u. S. Forces over the killing of general Qassem Soleimani late last week. Futures indicating an 81 is point drop on the dow, twopoint drop on the s p and 18 pointdrop on the nasdaq weve cole cermpteovage and all of that continues when Worldwide Exchange continues after this break relationships. When you use location technology, you can see where things happen, before they happen. With esri location technology, you can see what others cant. But how do i know if im im getting a good deal . I tell truecar my zip and which car i want and truecar shows the range of prices people in my area actually paid for the same car so i know if im getting a great price. This is how car buying was always meant to be. This is truecar. Now you can, with shipsticks. Com no more lugging your clubs through the airport or risk having your clubs lost or damaged by the airlines. Sending your own clubs ahead with shipsticks. Com makes it fast easy to get to your golf destination. With just a few clicks or a phone call, well pick up and deliver your clubs ontime, guaranteed, for as low as 39. 99. Shipsticks. Com saves you time and money. Make it simple. Make it ship sticks. Breaking news this morning Global Investors on edge as tensions with iran escalate. That country firing more than a dozen Ballistic Missiles at two Iraqi Air Bases Housing u. S. Forces oil is getting renewed tensions and prices are dropping. President trump set to speak this morning to discuss the fears of the tit for tat with iran complete Team Coverage as Worldwide Exchange continues welcome back to the show, breaking news this hour. Iran striking back for the killing of its top general late last week. Rahel is here with the latest details. There are so many variables. So many moving parts. The attack occurred around 5 30 p. M. Yesterday with iran launching more than a dozen Ballistic Missiles their target, two air bases in iraq the alassad air base and the other about 100 miles from the iraqi border the iranian Prime Minister tweeting in part that iran took proportionate measures adding that we do not seek escalation or war but we will defend ourselves against any aggression u. S. Secretary of state mike pompeo, mark es burg and others meeting the president tweeting, all is well adding that we have the most powerful military i will be making a statement tomorrow morning we want to bring you up to speed on the crash of the ukrainian plane outside of iran. It came hours after iran launched its missile attack. Iranian Officials Say they suspect the crash was called by mechanical issues. 176 people were on board there are no survivors boeing says it is conducting its own investigation. Shares of boeing are down on the news about 2. 5 there. So not what boeing needs to hear a tragic crash 176 people, they dont think there are any survivors. A lot more to figure out there it is worth pointing out that the boeing share reaction is showing much of the loss stock futures sank on the news of those strikes the dow pointing to the open pairing those losses dramatically futures are down 46 points whip saw action estimate in crude oil prices spiking before leveling off in early trading. Wti up on the day but only by six cents. 62. 70 cents there for american crude. Look at the asian markets. The nikkei off 1. 5 . Hang seng off almost 1 and the shanghai off over 1 and kospi down over 1 as well in european trade, off the worst levels in the session in europe. Dax is down onethird of one percent. The cac in france off by one quarter and the ftse 100 off by almost 1 as well. Futures in the United States actually turned positive s p looking to open flat as we saw overnight given the missile strikes. We have global Team Coverage overall. Cnbc contributor is live in lebanon. Phil lebeau is in chicago tracking that plane crash, our reporter also in israel and in london a nonresident scholar at the middle east institute as well. Lets start with matt bradley reporting from tel aviv. An extraordinary moment iranians have just attacked American Military targets with conventional sources directly in their country, iraq. So far, it seems there are no casualties on either side. Iranians have called the attack a success. Donald trump says all is well. If all the facts stand, this could be it. This could be the end. In israel, everybody is girding for more waiting for the other foot to drop so far, the response doesnt seem to match the rhetoric and angry words we have been hearing. What we would be expecting if Something Else were to happen is probably a nonconventional attack remember, this was a conventional attack by marked forces against what they consider to be american targets. Iranians have laid an intricate network of groups and parties and allied governments throughout the region who have long been posed to react any time the most capable of those forces is hezbollah they could easily strike against israel the problem is while israel is surrounded by hostile enemies. Israel is in a good position to retaliate. Thats what we heard from the Prime Minister this morning. From tel aviv, israel thank you. Lets turn to our own phil lebeau boeing stock is down this morning in the wake of that crash. Apparently separate from the missile attack but phil, almost the entire dow implied open to the down side is due just to boeing alone right that is because there are more questions than answers at this point as to why the boeing 737800, which we believe is three or four years old. We are still trying to determine that it crashed within minutes of taking off in tehran 176 people on board. All are believed to be dead in that crash the incident is interesting from this perspective you have a plane that crashes right after take off highly unusual that that happens. You want to check out the engines on that aircraft there are reports there may have been an engine fire. Completely unconfirmed at this point. Those engines are manufactured by the joint venture between ge and the french copart safro cfm 567 b engines the same being used during the Southwest Airlines incident where one passenger was killed when they were sucked out the wind window after an uncontained engine failure we do not know that this is engine related but it is worth noting you have ge and boeing shares under pressure. Looking into this incident to figure out what exactly brought this plane down. Phil, is there any sense right now. There are two model jets the 737 max and the 737800. Is there any fear there is a linkage to 737s in question or an isolated incident within just this Ukrainian Airlines particular jet too early to know there is going to be that knee jerk reaction where people say weve had other questions about other versions of the 737. Does that mean there is a systemic problem way too early to know. It is a knee jerk reaction for people to say it is a problem with the 737 phil, thank you for that update lets bring in michelle and elliott into the conversation of the escalating tensions. Michelle, well start with you this situation right now has been curious to say the very least. The markets seem to be very, very much in tune with who is happening in the middle east but not reacting as forcefully as we thought they would so dom, i think part of the reason we are seeing that and it was highlighted by our colleague in tel aviv is the response we heard from the iranian officials against the coalition bases in iraq you have the foreign minister tweet where he said we do not seek es ska lags or war but we will defend ourselves against any escalation saying iran took proportional measures. Saying this doesnt seem to be proportional there were no casualties however, the signaling is that this may be it there were reports that the leaders of the Iranian Revolutionary guard have told some reporters that this includes the attack or response. I dont know if that means for today or for some time if we can believe all of those statements and that this is the end of the escalation, thats why you would see the return of equity futures and some of the asian markets as well. Michelle makes some very, very key points here the idea that the deescalation aspect from the iranian side President Trump saying all is well we are waiting for a press conference from him. Is this a scenario where the markets can feel relatively comfortable with the tensions in the middle east. I spend my days dealing with geopolitics. I am relatively relaxed. Im not too concerned given the situation why. Lets remember the global back drop the dominant macrodriver is the liquidity led by the fed the feds buying roughly assets at a clip of 60 billion a month. You add in support we are back to levels three or four months ago. It is kind of like morphine against the geopolitical headline risk. If you really take the situation specifically, markets havent specified there would be a fear in iraq or syria there is not very market relevant, lets be honest. With the spill over effects to oil production, transport or an unconventional counter attack. Something that would be really disruptive something on a tale risk given the developments we are seeing in the news today. I want to key in something you have seen in the Central Banks right now. I have made the comment in which the market thinks to which somebody responded to me by saying, the fed never saved anyone in a fox hole or bunker the idea that military conflict kind of super seeds anything is it fair to say central bank ngs around the world is still going to rescue us from about anything including geopolitical politics it is not a rescue. It is a bit of an inokculation it is kind of a barrier. That is really what it does. It raises the barrier. In a tail risk scenario, you get a turn and sentiment the equity markets tumble. Then you have the macroconsequences which would force the fed to act we are very far from that. What we are seeing in the news now is almost peripheral to fed Decision Making. If you really want to talk about it, negative scenarios would be the Oil Disruption disruption is hit in saudi arabia where Spare Capacity cant jump in. You get a bit of inflation impulse. That is hard to imagine in the current state when you get the fed to respond the point id like to make, dominic, that is the situation today. Four or five months from now, the situation is very different given oil dynamics and where the drivers are going. I want to give the last word to you here. Youve spent time in iran and the middle east. You are there right now. Lets talk about what you think could be the likely next scenario or next steps between u. S. And iran knowing that on the record comments are for deescalation of these tensions we want to hear from President Trump later today. Apologize for the beeping. I am in beirut carlos ghosn is making a press conference later, there is so much traffic and noise first, President Trump, we want to hear what he has to say i would also point out that weve been living with middle east tensions for decades and decades and markets seem to get through them there is nothing yet to indicate that this time is going to be any different. Thank you both for those views on the middle east right now. We appreciate it coming up on the show, more on the Global Impact with oil prizes once again rising following that news. Brian sullivan joins us with what Energy Leaders are telling him about this mounting tensions thats after the break when Worldwide Exchange returns good morning, dom. Listen it all came about last night there was a lot of opportunity to talk to these people. After the initial shock was over, it comes down to what we talked about which is supply and demand right now, supply is still strong these missile attacks did not hurt the american or disrupt supplies that is the key. Number one, if there is a missile strike, will it be at on oil facility or a base what will they do in response . If nothing is done on the military side and oil supply side, most people do not expect a meaningful jump. After that initial shock, you saw Oil Prices Spike watch the number of countries, if any, that suspend traffic through the straight of hormuz if no countrys suspend traffic, they may be relatively safe and oil supplies with 20 and 25 of natural gas go through that narrow stretch right now, it is still that math thats why we are not seeing Oil Prices Spike right now is there any sense at this conference that there will be any kind of change of strategy especially from Oil Interests about what is happening now. Is there an expectation of the higher price for longer and saying we could bank on some of these. Is any of that happening or is it too early to tell thats a spectacular question we talked to patterson ati they are the ones that make the drilling rigs. If you want to drill a well, you hire it from them. They are the leading indicator i asked them do you believe the higher prices youve seen from a month ago when opec opened up and prices firmed up a bit. Is that going to help companies drill more wells nobody thought it would. The reason is, weve all been burned by slight price hikes before we need to see sustained higher prices until they adjust spending budgets to say we are going to drill more wells. To your point, the idea of risk free u. S. Oil is an important one. You look at all this stuff going on and you think, could we get 13. 5 Million Barrels a day in production and take some of that riskier oil off the market if production stays the same everywhere, prices will fall sure. As a car commuter as you are, ive been a beneficiary of those lower oil and fuel prices as well thank you, brian, well be talking to you throughout the course of the day. We are breaking down the moves you need to make in the trading days ahead stock futures have dramatically paired their earlier losses. Dow futures could open up flat at this rate beyond the routine checkups. Beyond the notsoroutine cases. Comcast business is helping doctors provide care in whole new ways. All working with a new generation of technologies powered by our gigspeed network. Because beyond technology. There is human ingenuity. Every day, comcast business is helping businesses go beyond the expected. To do the extraordinary. Take your business beyond. Welcome back to the show we continue to follow breaking news iraq striking back at the United States for the killing of its top owe general Qassem Soleimani last week. Iran launching more than a dozen missiles on two air bases in iraq iran almost immediately claimed responsibility for those attacks. We are following the latest on the boeing 737800 crash which occurred shortly after the missile attacks began. 176 dead in that crash boeing accounting for almost all of the dows early losses today. You can see there, being shares off by 2 . Better than they were half an hour ago we are joined by michael turvis from capital advisors. Does the geopolitical tension in the middle east worry you . Of course it does but you have to contextualize that something will always be going on in the middle east. Markets will be able to navigate through that provided most, whatever missiles, rockets, bombs and bullets are confined and really over there, should something horrible happen in this koircco, then it is a different gain. Basically both iran and trump can cash their chips and deescalate they both got what they needed thus far lets talk about the move in oil, gold and treasury moves some of those have been tempered you go back to gulf war one and two. The spikes in crude and gold are sharp and also very quick. If you are long gold as i long have been. You want to take a look at the sessions having said that, there is a broader bullish case for gold irrespective of iran there what is fas nacinating is that e Treasury Health is fascinating my trade has been to be short treasuries, long gold against that that has been working out really nicely speaking of hedges, youve watched markets a lot. Have you seen any kind of shifting with regard to the speculating in markets that indicates we are due for more volatility it really hasnt spoken to something of a major jump here this is almost a modest type of move higher which would happen for a bunch of other reasons if you step away iran, the underlying momentum has been very strong in the equity market it looks like it would continue as well thank you. We appreciate it that does it for Worldwide Exchange this morning squawk box picks up coverage now. Iran strikes back with missiles in retaliation of the killing of a Top Commander last week President Trump says all is well and is expected to make a statement this morning the other story, a boeing 737800 airplane crashing in iran killing 176 people the initial report says it was mechanical issues. Our coverage starts right now. Good morning. Welcome to squawk box on cnbc. We are live from the marketsite in time square im becky quick along with andrew and joe iran strikes back in retaliation to the United States launching missiles at two u. S. Bases in iraq where u. S. Troops are stations the attack occurred at 5 30 p. M. Yesterday. One of the attacks at the alassad air base. Iran claiming responsibility for the attack tweeting that i

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