Im Michelle Carusocabrera. Heres what else is happening at this hour. Fantasy sports sites draft kings and faneu duel agreeing to a merger. Chrysler recall. And stocks trading lower but we found some bright spots. Not surprising in the Financial Sector again. Citizens financial, m t hitting record highs. It is a busy friday. We have susie welch with us for the next hour. Lots to get to with you. We have a lot to talk about today. Were excited something happen since the last time we saw you. A little something. Speaking of which, a trump trifecta of news today. The west wing starting to take shape as donald trump picks his team. The ceo of auto company ford making some headlines following a conversation he had with the president elect and the markets rolling up the records following trumps win. Lets start with the latest on trump team. Cnbcs john harwood has the latest. We heard talk from donald trump about conciliation since his surprise victory in the election last week. Today we got three hard line picks from donald trump. First of all, the Tea Party Congressman mike pompeo of kansas for cia, gets praise for his brains and his temperament. Hes also said things about muslims that are at odds with the strategy that president george w. Bush and president barack obama have employed to try to diminish the idea of a civilizational battle between the United States and islam. Secondly, you have, for National Security adviser, retired Lieutenant General michael flynn, someone with a more volatile personality, also very aggressive and confrontational with respect to the battle against islam radical islam. He said in a tweet earlier this year, fear of muslims is rational. That will get scrutiny and criticism. And Jeff Sessions, the senator from alabama, chosen to be attorney general, Jeff Sessions is someone who was rejected by the senate in the 1980s on the grounds of his past racial views in statements. And we have just gotten a statement from chuck schume erk the inco saying that even though he knows sessions, works out with him in the senate gym, that that does not exempt him from questions about his past statements concern about his leadership of the Civil Rights Division of the Justice Department, for example, in light of his views on race and also on immigration. And one other thing on his immigration views, Jeff Sessions has tangled with big american companies, apple, microsoft, intel, facebook, and others, over what he says is their abuse of the h 1 b visa program. Thats something theyll look at. Jeff sessions will have a battle for confirmation, but i expect he will be confirmed by the senate. John harwood, thank you very much. The president elect is taking a bit of a victory lap about keeping American Auto jobs right here. But trumps tweets about it also causing a little controversy last night. Lets get the details now from cnbcs own phil lebeau. The controversy more about confusion over what he tweeted and what is actually happening. Well show you the tweet first from president elect trump. He put this out about 8 00 last night saying just got a call from my friend, bill ford, chairman of ford, who advised me that he will be keeping the lincoln plant in kentucky, no mexico. First of all, the lincoln plant, the Louisville Assembly blaplan was never going to mexico. What donald trump was talking about is the fact that the lincoln mkc production line will stay in louisville. Only 9 of the vehicles they built at that plant, back in 2015. Ford planned to end mkc production in kentucky by 2019 and after that, production would have moved to mexico, not known for sure, could have moved to other places. It will be staying in louisville. By the way, i get this question all the time, in terms of how many vehicles are sold in the u. S. By ford and where do they come from . So far this year, they sold just over 2. 1 million vehicles. 78 of them built at plants here in the United States. The remainder, almost all of the remainder, a few strays there, but almost all of the remainder from plants in mexico and canada. Thats the growth in production there because of nafta, and speaking of ford, in last week, since the election, look at shares and what they have done relative to s p 500. By the way, guys, even though theyre going to be keeping production in kentucky, still goinged f Going Forward with their plans to move small car production to mexico. That does not change. Thank you very much. Lets finish out the trump trifecta today. Investors piling record amounts of money into the market, bob pisani live at the New York Stock Exchange with the trumpanomics and surprising predictions from goldman sachs. New highs, all the major indices. Look at the outperformance from the small cap russell 2000 since the election. Up 10 versus the s p and nasdaq. All on higher growth prospects. Small companies would benefit more than Big Companies from reduced regulations. Main reason it is moving there. About the fund flows, talking about how the small investor is perking up, trade volumes increased since the election. Look at this. You see it new on the fun flow. Stock funds saw 23. 6 billion in inflows this week. Look where it is going. Etfs, 27 billion in inflows. Stock mutual funds could have outflow. What does it mean . It means investors are continuing to flock to low costs, mostly index etfs, the big winner. Look here. There has been inflows into the financials, materials, and treasury inflation protection securities and outflows from Precious Metals and emerging markets an bonds. Goldman sachs, early start on the 2017 predictions. Take a look. I was surprised by this. They expect the s p to be up 1 next year. They acknowledge more growth. Just going to mean the money will go into stocks that could benefit from reflation like materials and industrials and those who would benefit from rising rates like banks. Money would be coming out of low flation names like Consumer Discretionary and utilities. Money moves around, winners and losers, but the winners only marginally outpace the losers. They expect the Republican Led Congress will pass trumps economic agenda for higher infrastructure and defense spending and the concerns that trump may start a trade war, they acknowledge it but say it is likely everdonoverdone. On inflation, it is going up, they call it tax cuts, Infrastructure Spending and defense spending, a recipe for inflation. I would disagree, 1 on the s p, if we get real dwroegrowth, 3 prices could go higher than they are right now. Something to watch, thanks, bob. Susie welch with us. Lots to talk about whether the new trump regime can change the stock market and growth in the United States. I got a call the other day from a ceo who is in a very heavy regulated industry and i asked, what do you think about the election . He said, this is a guy who has run a company, in an industry, covered with regulations, increasing regulations, he said, i woke up and thought i was in a different country and the chains had come off and i could hire who i wanted to hire, a whole new day for us and felt incredible optimism and excitement about growth. And that business will be unleashed by the trump he had not been a big supporter of trump, but then for social reasons, but then looking into what the future meant for his company, incredible enthusiasm. Two new pieces of data, a massive rotation away from bonds and into stocks. The amount of money that went into stock funds last week, Third Largest on record. And bank of america, global bond index fell more in the last two weeks than it has since 1997. Should you follow those moves . Katie nixon of Northern TrustWealth Management chief Investment Officer is here with an answer to that question. Should investors be doing the same thing that has been happening over the last week . Yes. We believe that this rally has legs here and really interesting comments you made about ceo growing enthusiasm. We see that on the part of investors also. Investors have been waiting for the time we could pass that baton away from a fed focused market who had run out of steam to one where we could see fundamentals improving. And we do see that under the pro Growth Strategies that are being espoused by the Trump Administration with the Republican Led Congress that accelerates the likelihood theyll come to fruition. The Business Community is happy. It is 60 degrees on a friday. Everything is beautiful. Im going to be a jerk. Is it possible that we get ahead of ourselves here . I look at the market, stocks heavily shorted are the most up. Seeing this huge rotation. Your business leader, youre dancing, i worry, nothing few things tend to live up to the hype. You raise a really good point, brian. Right now the market is going on, enthusiasm in news and not on anything substantial because we dont know really the timing, the magnitude of the trump strategies. What we do know is theyre progrowth. But there are 535 potential roadblocks on capitol hill, 100 senators, 435 congressmen and women, even republicans have their own agendas. Do you think all this stuff is going to get through. Looks look a pony and a rainbow. Not all the stuff is going to go through. There will be without a doubt a loosening of regulations because that is part of his agenda in which he got elected. There will be there has been a call for it for a long time. I think it is also important to acknowledge that things were already improving before the election. We have come out of the earnings recession. Were smeeg really strong economic data. We mentioned Housing Starts earlier today, tatia around jobless claims, multidecade lows. Things were already improving. What about Rising Interest Rates . And the stronger dollar . Very simply, if i can get risk free 2 , 3 into treasury, why would i bother with a risky stock that is yielding less . We think the outlook is better than the 2 to 3 on treasury. What i would say is coupled with our belief that fundamentals are improving is a strong sense that the fed will remain pretty cautious. And pretty measured in their pace of raising Interest Rates into 2017. So we think rates are going to stay pretty well contained here. They may go to 3 , but a 6 , 7 return on equities looks pretty good compared to the 3 . Suze, sticking around. The rig count numbers are up. Baker hughes reporting a jump of 19 oil rigs last week to a total of 471. Were still down a good bit from a year ago. However, this is the 17th of 18 weeks that we have seen a gain in rigs. This is good for jobs. About 40 people, average, on every rig that will get hired for a couple of weeks to get the drill bit into the ground. So jobs will be coming back. But this also portends, big word on a friday, likely higher oil output. Lower prices, good for consumers, but also proves, doesnt it, that all that oil can come back online a lot faster than we predicted. All this talk, oh, it is once things get shut down, tough to bring them back. American industry responded quickly. They have. Presume texas, north dakota could use the work. Donald trump, may have heard that name a few times today, vowing to make infrastructure a pillar of his presidency, one massive Construction Company already seeing the impact of the promise, it is the first of two mystery charts today. There is your chart. The name and the ceo straight ahead. Plus, mcdonalds set to go high tech and maybe low people. The big changes coming to your local mickey ds coming up. Small business saturday is our day to get out and shop small. A day to support our community and show some love for the people we love. And the places we love. The stuff we cant get anywhere else and food that tastes like home. Because the money we spend here can help keep our town growing. On Small Business saturday, lets shop small for our neighborhood, our town, our home. On november 26th, get up, all get together and shop small. I we worked with pg eof to save energy because wenie. Wanted to help the school. They would put these signs on the door to let the teacher know you didnt cut off the light. The teachers, they would call us the energy patrol. So they would be like, here they come, turn off your lights those three young ladies were teaching the whole school about energy efficiency. We actually saved 50,000. And thats just one school, two semesters, three girls. Together, were building a better california. Ways wins. Especially in my business. With slow internet from the phone company, you cant keep up. Youre stuck, watching spinning wheels and progress bars until someone else scoops your story. Switch to comcast business. With highspeed internet up to 10 gigabits per second. You wouldnt pick a slow race car. Then why settle for slow internet . Comcast business. Built for speed. Built for business. Welcome back. Fedex hitting an all time high. Trading at its highest level since its ipo in 1978. Since election day, shares of this company up more than 35 . Here is a hand. It is a big infrastructure play. The answer, aecom. The stock soaring on the promise that president elect trump will make infrastructure a pillar of his presidency. Joining me is the ceo. I imagine youre doing cartwheels in your industry. Your stock has. My only concern is, you probably dont want to address the stock price directly, but when i see a companys stock gain 35 in a couple of days, i wonder, on the most optimistic scenario do you think youll see that kind of a jump in business . We do. We think were at a unique moment. We have seen a benefit across the entire sector due to the socalled trump effect with the renewed excitement around infrastructure. But also coupled with great fundamentals. We announced our earnings last week. We had 6. 3 billion of new project wins in the quarter. And then followed it up with a first five weeks of this quarter, where we had another 3. 3 billion of wins. We have momentum coming into this. As well as getting ready for the funds that will come into the infrastructure marketplace. Smart people there, i met a few of them working on private Public Partnerships and dialled into d. C. Where is the money going to come from. More debt or will this be private money, a combination . Youve seen the studies by the American Society of civil engineers, we have a 3. 6 trillion gap that needs to be filled over the next five years, the only way well fill that gap is with a combination of private sector and Public Sector money. We think one of most likely sources of revenue will be coupling the infrastructure initiatives with International Tax reform. We have 2 trillion of low tax earnings outside the United States. And we believe there will be an initiative to bring that money back in some way to fund the infrastructure gap. Were also seeing ideas being bantered about to produce tax credits for infrastructure. We have the blueprint, we have the blueprint, we have the tools to do that. But we also see private sector money coming into the equation. In todays environment, where we have very low Interest Rates, almost zero Interest Rates in some parts of the world there are a whole host of private sector pools of capital that would love to invest in infrastructure initiatives and we see all of that coming together. Is your Company Ready . Are you ready for the projects that are about to be unleashed . Do you have the brains and bodies to do it . There was a while where youve been pretty much less active than you would like to be. We certainly do. We have 95,000 of the brightest people in the world working for this company across a whole host of other sectors. We already have ram pd up due to the momentum we had in the fourth quarter, and momentum we currently have, were ready for this across the globe. Certainly here in the United States. Mike, thanks for taking time out for us here. Appreciate it. Well see you soon. Good luck. Big changes on the menu for mcdonalds, the Company Planning to offer Table Service in the United States. Also going to introduce mobile pay and ordering as well as selforder kiosks in its restaurants. Cnbc caught up with the mcdonalds ceo yesterday. Example of how were changing our attitude. We asked customers to fit around our Business Model and we have been successful doing that. Now customers and consumers in general are demanding much more choice and control over their lives. We ned to adopt and evolve our Business Model to fit around their needs. For those that want Table Service, great opportunity. Each time we convert a restaurant, we see the results. The next day, business picks up. Customers come back and enjoy the experience and come back more often. What do you think of this . I think you have to shake it up. In the experienced economy, everything you do, go shopping, out to restaurants, if the experience isnt meeting some kind of new need for you, then youre not going to get return customers. I think part of this a marketing employ, will bring d