your thoughts as we address monday? lisa: we increasingly feel like a rudderless nation when you take a look at the economic pain we saw in last week s jobs report. to me, the whole uproar in washington, d.c. really highlights how people need to come together in order to address the very real problems that are facing the nation. how i really can t state the news flow is moving moment i moment. essay in the s washington post. we will speak to kevin cirilli about this in about 13 minutes. it s going to be extraordinary to see where we are wednesday. where are we friday after speaker pelosi s comments last night with 60 minutes? lisa: here s the question for democrats. how good is it for them politically to impeach president trump? anare expecting democrats to unveil articles of impeachment against trump and give impetus to a 20 for the amendment type of call. that seems unlikely and yet we are probably going to see them do that today. sucking all the oxygen out of the room. w
talking about we get to talk about. exit again. topics.r favorite jonathan: 50 seconds into the show, you want to bring in the b-word. [laughter] lisa: we are back to that question yet again, not only with brexit, but also with respect to fiscal support in washington. the more things change, the more things stay the same. jonathan: yes, we have to deal with the reality of what will take place this week. the data. later this week, retail sales and initial jobless claims are important understand the direction and the trajectory this economy is on. just as effectively since begin, vaccination start. how much pain before we can roll this out in a big way. lisa: yeah, the idea of the here pain.w the a lot of today, lawmakers are expected to unveil the 908 billion dollar bipartisan relief plan. parts. see it in two it is broken down into a $160 billion plan to test her about the controversial areas of state and financial aid versus the liability issues around covid. also to your po
data in the u.s. is bouncing back. factory orders coming through stronger than anticipated and we are up 6.4 versus 6.2 last time. and it is actually a little bit softer than last time. 11.4, that isat stronger than anticipated. and transportation is a stronger than last time. orders,tal goods nondefense, 1.9, bang in line with expectations. ookare going to get the b a little bit later on. that will give us a good idea about what is happening for the back into july into august backend of july into august. we will carry on the conversation about what is happening in the markets. we have great guests coming up. this hour, we will speak to the ceo of land s end. they have a big digital presence. have.ffect they will we will talk with jerome griffith about that. and for more on what is markets we have brian weinstein from morgan stanley. this talk about what is happening broadly right now. you re in fixed income guide, you are watching what is happening broadly in these marke
kelly, so remember last week we were talking about how value was outperforming growth last week that lasted exactly one week today we re back at the old pattern and it s basically growth and technology virtually over everything else there s the dow flattish on the day, but s&p 500 still trying to get over that 30-32 hump not easy to do, but tech overplaying, the investments, the bank stocks all did very well last week they re a little lower today amazon had an awful week, down 8% last week guess what, it s regained a good part of that loss today. alphabet, apple and facebook all on the up side the trend is we re back where we were the work from home stuff tends to do very well. this happened since that june 8 high we hit, so the pelotons and zoom videos of the world doing very well. what we call the reopening stocks, the travel and leisure stocks, are not doing very well, and we saw this last week fairly consistently for a while earnings, we re about 10% through earnings se
seriously when you have such weakened trading volumes. in oil, a choppy session overnight after a big gap down sunday. the direction now depends on when the global economy will be able to open up, and that will be the indicator for all of the economic data, as well as risk appetite. time for today s market moving news from our new york team. we begin with a historic price deal. plus coming to an agreement to to cut minutes output. ,inutes after the deal was done the saudi oil minister saying that opec+ is up and alive. with more is in reordering. what do we with more is annmarie hordern. what do we know now? annmarie: they were able to finally clinch this deal, 9.7 million barrels a day. i would say that the main takeaway, goldman put it as historic, but insufficient, given how bad the demand loss is and how bad the supply glut is. these cuts of 9.7 million barrels a day. we should also say that goldman puts it at 4.3 million barrels a day, when you take from first quarte