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You are watching cnbc. Lets get right to the markets and look at how your money is setting up today. The dow would be implied just about flat that is a weakening there. Margining declines in the s p and nasdaq a bit of volatility returning to the market now up more than 20 since the march 23 low just more than two weeks ago at this point. Take a look at the bond market we are seeing a little bit of a bid on that side of things pushing things to that side. Just a hair below 25 basis points or. 25 and a little below. 75 or 75 basis points there. Lets go worldwide matt taylor is in singapore and Julianna Tatelbaum is watching the Early Morning trade of european forces. And well go to the opec plus meeting and Frank Holland is here with the coronavirus headlines. Matthew, well start with you. Thank you. We did see a firmer trading session. Before the final session are either closed on friday and monday for the easter break. Japan was the exception flat at the close. We had the nikkei down we were watching shares of nissan amid a report it is looking for 4. 6 billion in funding. It came out late in the day after the market closed and denied the report saying it had enough money for Current Conditions we did see the shares of nissan moving higher. South korea was a stand outperformer today saying it is going to wait and see what the impact is of that emergency cut that it made just a few weeks ago. We were watching fresh stimulus measures the stimulus aimed at paying income an a stimulus in australia there to pay worker salaries as well australia was the outperformer today. Back to you. Now to the early trade in europe with Julianna Tatelbaum good morning good morning, dom european markets are trading modestly higher. A little volatility in the early hours. Stoxx 600 up about 6 on the week lockdowns across europe are expected to be extended. So very much right in the core and the measures to try to restrain the outbreak. Here in the uk, an emergency meeting is due to take place today to review those things in place. We are seeing travel and leisure leading the rally. On the down side, telecoms and media are underperforming. Swiss banks as Credit Suisse and ubs have bound to pressure and agreed to payoff dividends in separate installments. A controversial topic after regulators have urged banks to withdraw dividends to support the economy. In terms of the day ahead, investors will watch any developments policymakers will remain and meet again after 16hours of failed talks this week that will be closely watched by the italians where the condition is very dire and the coronavirus pandemic very dire as well thank you very much now to that opec plus meeting today and questions on the production cuts by members and partner countries. Hadley has more. Good morning good morning. No way we could give you a sense of the enormous amount of pressure now on these opec companies and russia to find an agreement going forward. At 10 00 a. M. Well have a discussion they are trying to find a way to put a floor under the prices and put an end to the enormous destruction and investment even before this crisis theyve also got to find a way to stem the production glut where they just dont have anywhere to put all of this oil. We are hearing rumors and rumblings that said they still dont have a baseline agreement on how much they need to cut i asked helima croft on her take i think we could easily get to a situation where if the russians were to say, look, saudi arabia, you have to use a bench mark or if the United States is not good enough to count what cap x is going to do to your production there, you need to make a mandated cut. Prices could go to the teens and then well be looking at a situation where u. S. Producers will have to cut ultimately, producers will have to cut production. Is it a coordinated cut or higher shot first. You know what is fascinating about this story it is about the United States and what u. S. President donald trump is able to do legally to get these guys get some kind of a floor underprices. He cant mandate these things. In the middle east and russia as well saying, at the end of the day, if there isnt something concrete coming out of the u. S the president said, listen, we dont need to mandate a cut. Investors are already cutting. They have said this is apples and oranges. We need a statement. It is hard to say after tomorrow, we need to move forward. And as one Energy Prince says to me again and again Energy Markets bind together it is interesting to see how we can get to stabilizing prices. I want to strip the u. S. Out of this conversation because they are already the worlds biggest producer the focus has been squarely on saudi arabia and russia with regard to opec plus. Can you take us through what the chatter is like with regard to whether or not they want to or believe these cuts should happen or is it really about saudi arabia and russia and they drive the entire conversation . It is and it isnt. At the end of the day, there are other member countries that have a lot more constraints than saudi arabia does. Look at iraq look at iran when it comes to these cuts, how does it apply to them. They all have a voice. At the end of the day, the leading voiz would be saudi arabia youve got to remember, what happened at that meeting a couple of weeks ago. That came as quite a surprise to their country parts. There has been a great deal of discomfort in terms of production im going to be very curious to see how this plays out today that big Virtual Meeting today when it gets to the private cuts well go to Frank Holland. The death toll in the u. S. Is approaching 15,000 and the number of cases approaches 30,000 they are saying they are seeing real evidence and efforts to curb the outbreak are working. Vice president pence said statewide lockdown and other steps are having an impact in california and washington. A battle is brewing over new outbreak funding the Trump Administration is demanding 250 billion in new funding for Small Businesses houses do say a new package needs to include extra money for hospitals, state and local governments and programs neither are expected to pass powell will speak at 10 00 a. M. As part of a webcast and question and answer session. He is expected to discuss the measures in the wake of the coronavirus outbreak when we come back, what billionaire mark cuban is saying about the stock markets rebound. As Small Businesses struggle with outbreak aid and measure surs to secure cash and etsy stpiepng up amid the fight of covid19 still more ahead when we return. There are times when our need to connect really matters. To keep customers and employees in the know. To keep business moving. Comcast business is prepared for times like these. Powered by the nations largest gigspeed network. To help give you the speed, reliability, and security you need. Tools to manage your business from any device, anywhere. And a team of experts here for you 24 7. Weve always believed in the power of working together. Thats why, when every connection counts. You can count on us. Shbecause Xfinity Mobilehen ygives you more flexible data. You can choose to share data between lines, mix with unlimited, or switch it up at any time. All on the most reliable wireless network. Which means you can save money without compromising on coverage. Get more flexible data, the most reliable network, and more savings. Plus, get 200 off when you buy an eligible phone. Thats simple, easy, awesome. Go to xfinitymobile. Com today. Welcome back that is a live shot of chicago, illinois where it is about 4 15 a. M. Central time. Still dark there not a lot of activity happening anymore in any of our major cities take a look at the futures market now earlier this morning, we were implied up about 150 or so we are implied down 58 by the dow. Stocks are in socalled bull market territory with s p now up 25 from the march 23 low. That was just over two weeks ago. Speaking to cnbc yesterday, mark cuban discussed his skepticism surrounding the market rebound we really dont know what Small Business and medium sized businesses will be able to afford to do in a couple of weeks and how far the stimulus will take them we really dont know what the impact on all the forbearance on mortgage and rent and tax payments will have on institutions, municipalities and government because people are naturally optimistic right now in terms of the market, i just dont think they are really factoring in what we are going to see on the other side im joined by dan. You heard mark cubans comments. There are so many moving parts to a normal market add on to that the stimulus to covid19, what do you make of the recent rally off the lows we just saw two weeks ago it is pretty typical of a bear market rally i think weve started a process, not a point in time that will probably take three to six months. I do believe restarting the economy will be a lot harder than stopping it did and well come into an earnings season that will be harder. Coming to zero revenues. Something we have never seen before where stores with a systemwide change will be close. There is an extraordinary amount of stimulus in place it cant stimulate demand but it can restart liquidity. Its possible we see bond spreads come back to normal. We need to see the demand side so much of that is an equal drop getting people back to work. You bring up the covid19 statistics in key hot spots like new york, italy and spain. There was a sense that markets would react to those statistics. It is fair to say they are showing some signs but in italy and other places, they are showing an uptick. What do you make of market moves . Are we still very much tied to those coronavirus statistics i think we are. I think there is much more tie here in the u. S. The measures here are beginning to help and slow the spread again, how do we get people back to work . I think it will be through testing and making sure people are not sick and can go back to work finding tests for people to know if they were infected but just asymptomatic finding ways for people to go back to work, health care and technology i cant believe im speaking to you from my home and we are doing this interview i and my colleagues have been functioning very effectively by working from home. I dont think clearly well go back to a more normalized type of office environment. Im sure it will be different. We are shown we can run a pretty good sized firm with everybody working from different remote locations. Still on deck, amid the ongoing volatility wall street braces for earnings season thats on deck coming up next. Announcer todays big number, 25. 46 thats how much the s p 500 is up from his 52week intraday low. The s p is now at the highest level since march 10 i know that every single time that i suit up, there is a chance that thats the last time. 300 miles an hour, thats where i feel normal. I might be crazy but im not stupid. Having an annuity tells me that im protected. During turbulent times, consider protected Lifetime Income from an annuity as part of your retirement plan. This can help you cover your essential monthly expenses. Learn more at protectedincome. Org. When you take align, you have the support of a probiotic and the gastroenterologists who developed it. Align naturally helps to soothe your occasional digestive upsets 24 7. So where you go the pro goes. Go with align, the pros in digestive health. Yeah, everything is runningis smoothly with the now platform. bling see, incident resolved. How did you. Gotta enjoy the small wins. You keep being you, derek. Keep being you. But right now, the world needs all the good that we can do. To everyone working to keep america strong, thank you. Welcome back it has become a regular sight here times square this time of the morning, it is not busy seeing little to no action in that part of new york city checking top headlines with francis. Good morning. We start with dire news from the federal government the National Stockpile is nearly out of n95 respirators hhs says the federal stockpile is in the process of deploying all in the inventory once those are out, states will be forced to scour the market for supplies new york and new jersey set a record for number of coronavirusrelated deaths the number climbed to 778 deaths, new jersey has surpassed 1,500 total. New hope as new hospitalizations slow for now, lights remain dimmed on broadway for at least two more months shows in new york city will remain closed until at least june 7 those are your coronavirusrelated headlines this morning thank you for those still on deck for the show, gathering to talk production cuts ahead of Global Analytics breaking down what crude is like ahead for that road. As we go out to break, check out shares of costco they are down about 1. 5 premarket reporting a nearly 10 jump in Comparable Store sales in march as the coronavirus triggered a surge in stockpiling and buying. We are back in a moment. I am totally blind. And non24 can make me show up too early. Or too late. Or make me feel like im not really there. Talk to your doctor, and call 8442342424. Shbecause Xfinity Mobilehen ygives you more flexible data. You can choose to share data between lines, mix with unlimited, or switch it up at any time. All on the most reliable wireless network. Which means you can save money without compromising on coverage. Get more flexible data, the most reliable network, and more savings. Plus, get 200 off when you buy an eligible phone. Thats simple, easy, awesome. Go to xfinitymobile. Com today. Stocks search for direction as markets look further to bull market territory looking to another round of funding to keep this countrys Small Businesses afloat. The latest on the who and the what and what two sides want speaking of Small Business the alternative aid options some are leaning on and questions about when that cash will arrive in their accounts. It is thursday, april 9, 2020. You are watching cnbc. Welcome back here is how your money and investments look now as we are half way through the 5 00 a. M. Eastern hour if these moves hold to the opening bell, the dow would be implied 12 points and nasdaq lower by about 40 points turning now to the bond market where we are seeing buying pushing up prices for benchmark treasury notes right now, twoyear note yields. 25 and the 10year,. 75 or 75 basis points going worldwide to matt taylor with a check on the asian markets and Julianna Tatelbaum is watching early trade in european forces. Matt, well start with you hi, we did see a mostly firmer session for the asian markets. The final trading day for a number of these of course markets close tomorrow and monday for some for the easter break. Mostly firmer with the exception of japan which was flat at the closing bell we were watching shares of the automaker nissan 4. 6 billion is what they are seeking in a line of credit. South korea, one of the standout performers wanting to see a rate cut which we had seen a few weeks ago. Seeing how that was playing. China and hong kong also firmer. Stocks reacting today. 17. 7 billion in stimulus aimed at paying worker salaries and tourism sectors. Australia was the stand out up more than 3 . We did see the Parliament Pass the 80 billion job seekers stimulus this is to pay workers fortnite for the next six months where we saw on the passage of that bill. Back to you. Now to the early trade in europe, we go to Julianna Tatelbaum in london. Good morning. European markets are firmer this morning. We have traded off the highs of today. A strong run for european stocks and the main benchmark up about 6 on the week into today. Lockdowns in europe are set to be extended in the uk. We are expecting a meeting to review the measures. We are bracing for more containment for longer travel and leisure is leading the gains. Those that have been hit so hard in the selloff telecom stocks, one of the safe assets of choice swiss banks in focus trading wise for Credit Suisse and ubs bound for pressure for regulators who have agreed to pay out in installments. They have been pressuring lenders to cut back and preserve cash to support their economy. More coming out today scrapping their guidance there more names adding to that list sap being one of those companies to do that investors are eyeing any developments coming from eurozone finance ministers meeting. They have been gridlocked over further stimulus theyve yet to come to a decision hopefully well get an agreement out of them. To washington, d. C. Now where lawmakers are expected to take up more aid. A democratic push for more money may throw a big wrench into things eamon joins us now what is the fight all about . What are they debating about right now . Two issues here one is a version republicans would like to see where you go straight forward with an additional supplemental amount of money poor the Small Business Lending Program that has been overwhelmed with demand. They initially authorized it up to 350 billion. They feel theyll need another 250 billion the fight is over how that will shake out. Democrats will like an additional amount of money beyond the paycheck protection program. So do you do a skinny bill or another big bill is the crux of the fight here President Trump yesterday suggesting that all he wants to do right now is this paycheck protection peas. Here is what he said we do not have time for the partisan games, we dont want that, the obstruction. We have totally unrelated objections we can do a face four later. This will be an expansion of what weve already done. Because it is so successful. The 350 billion will be hopefully expanded by 250 billion. A look at what the democrats are asking for in addition they want half of the 250 Small Business money to go through community banks. They want 100 billion for hospitals and for ppe. 150 billion for state and local government and 15 increase to snap funding thats the crux of the fight mcconnell says he will move forward today trying to get consent for just the Small Business piece trump is also ramping up his war of words with the World Health Organization. He made comments about withholding. What exactly was he talking about . What is the white houses stance behind this new escalation of rhetoric it is not clear what the president wants to do and not clear what he has the power to do the funds are commissioned by congress hes talking about defunding the World Health Organization. If he does that, he has to go to congress to do that. Its unclear that hed be able to do that at all. What the president is doing here is blaming World Health Organization for many of the problems that he himself has been blamed for being slow to respond and slow to react to the emerging threat of the coronavirus. The president also says he feels World Health Organization tilts too much towards the chinese despite the fact that the United States provides more funding than the chinese do. Not clear if he can do any of that even secretary of state pompeo saying yesterday, he doesnt want a change of leadership right now at the World Health Organization because they are in the middle of responding to this pandemic thank you very much oil prices are rising. Tending yesterdays big games. A group known as opec plus are to hold a meeting at 10 00 a. M. Eastern time they are hopeful to sfritrike an agreement. Lets get more insight to the meeting with head of Global Analytics global plots we spoke earlier about some of the macro state of plays with regard to this meeting what is some of the market expectation at this point given this meeting that will happen at 10 00 a. M. Today thank you for inviting me clearly the market is expecting some deal. Its up 10 this morning buying on the covering short positions and rallying upwards there is some expectation of a deal the reality of the condition is that we see a need to reduce supply by some 15 to 20 Million Barrels a day. That well lose this month or next month right now, we are trying to get to those the question is, is that enough or will the markets be disappointed is the threat of disappointment where we will see teens for oil. Is it enough of a scare. Both going into those type of levels the key issue here is the physical mark to front month futures ice contract we got a 10 differential. Even if crude prices start to rise there is very little buying for cargo. So it is still getting discounted weve come a long way with a new strategy should we not stick with this strategy and let the highcost producers feel the pay and force them to reduce production now and make them make the cuts in order to balance the market . We wont get enough and theyll have to reduce a little bit. Taking the lion share of reductions theyll be using every bit of this stick that they can threatening and taking away military aid for saudi arabia. Relax some of the sanctions on russia. They recently transferred its debt there may be a lot of threat there must be some careful negotiations here to encourage both parties to want to make these cuts i wanted to key on something you said we just have a few moments left. The u. S. Is one of those relatively higher cost producers. What do we expect to see if, if russia and saudi arabia is to force u. S. Producers out of the market right now, they are talking about 1. 1 million cut a day with regard to supply really you need those prices to drop below you start to see, maybe 5 Million Barrels a day of production at risk ultimately unless the u. S. Is willing to somehow get a deal which cuts production which would be very, very difficult, you still need prices to drive that action and prices will still drop low we are seeing wti still differential we saw record increases in crushing likely to be full within four weeks of now thank you very much some very, very interesting dynamics in the drama for the oil market right now we appreciate. It coming up, jpmorgan sem rarely hits the brakes on lending money to u. S. Small businesses check out shares of disney now after the Company Announced yesterday disney plus streaming has more than 50 million paid subscribers. Coming up, bill gates joins the conversation a mustsee interview on squawk box. 6 00 a. M. Today. We are back in a moment. Its a challenging market. Edward jones is well aware of that. Which is why were ready to listen. And ready to help you find opportunity. So. Lets talk. Edward jones. Its time for investing to feel individual. At cdwwell weve made our happy,office pet friendly. S. [ bleat ] [ cooing ] maybe a little too pet friendly. Well you know cdw can design a Mobility Solution with light powerful devices from lenovo to make your people more productive in or out of the office. Anyone have any questions before we go . Thats great cause i really need to get out of here. Snake people are freaking me out. Hey sheryl, you have a sec . Nuh, uh. For work place productivity you need lenovo, and it orchestration by cdw. People who get it. Welcome back the number of u. S. Cases has surpassed 240,000, and the death toll surpasses the 15,000 mark here is the latest. Jpmorgan chase has temporarily suspended Small Business loan applications copresident says the bank has been flooded with more than 375,000 applications more than any other bank since the launch of the aid program. Virginia ingalactic announces their oxygen hoods are ready for testing. Shares rose 2 on extended trading on that news announcing 20,000 of their shops are now selling face coverings. They can produce hundreds of thousands of masks per day the Company Began to see overwhelming demand after the cdc recommended that americans begin wearing some type of covering back to you. Congress is set to take up a new round of funding to provide billions in fresh aid to this countrys Small Business owners. For many owners still trying to get access to that money, there may be an alternative option kate rogers joins us now with that story good morning. Well kick it off with what we do know about the ppp. Telling us dispersement amounts to banks and businesses wont be able for some time but the sba says some 430,000 applications have been assigned loan numbers to the value of 110 billion another option is called the Economic Disaster loan that is for covering emergency expenses like payroll and bills. Business owners can get an advance on the loan of up to 10,000 within days of the application. They can roll it into their ppp loan provided the monies are not used for overlapping expenses. Declining to comment on the amount and processes Business Owners, a gym owner in ohio are applying for all the aid they can get and hoping something can come through for them i havent had any clients oregon rated any revenue since march 16 im waiting to see what is going on with government aid im hoping we get some resolution to this very soon communications are ongoing. Senate imamajority leader goingo ask for 250 billion in responding Speaker Pelosi saying that wont be unanimous there is back and forth over who those monies will be allocated to lawmakers do agree it is needed, who it goes to is contended. The question i receive a lot, they are now worried as they try to take the approach as you mentioned, applying for everything and see what comes through, that there could be conflicts. You mention these loans may roll in but some may proclued you from getting other aid is that right . They are saying so long as the loans are not used for the same things. One we be used for payroll, the other for rent and utilities weve also heard for people applying for unemployment at the same time. Ppp is meant to cover your payroll. I know some are trying to file for unemployment that they would have received before they shut down and thin the ppp afterwards but they are not getting the money to them as soon as they promised secretary mnuchin said they could get these funds the same day and Business Owners really hung on to those words big premiums being put on that now still on deck, stocks fighting to string together a second day of gains amid some growing hopes and the coronavirus trajectory amid the fastmoving developments, you can always watch or listen live on the cnbc app. Reacin just a moment e that thats the last time. 300 miles an hour, thats where i feel normal. I might be crazy but im not stupid. Having an annuity tells me that im protected. During turbulent times, consider protected Lifetime Income from an annuity as part of your retirement plan. This can help you cover your essential monthly expenses. Learn more at protectedincome. Org. There are times when our need to connect really matters. To keep customers and employees in the know. To keep business moving. Comcast business is prepared for times like these. Powered by the nations largest gigspeed network. To help give you the speed, reliability, and security you need. Tools to manage your business from any device, anywhere. And a team of experts here for you 24 7. Weve always believed in the power of working together. Thats why, when every connection counts. You can count on us. But right now, the world needs all the good that we can do. To everyone working to keep america strong, thank you. Welcome back earnings season kicks off again starting next week if you take a look at whats happening right now according to data from refinitiv, if every s p 500 Company Reports earnings as expected, we could see earnings fall by 7. 5 . Revenue would be up a modest just shy of 1 you can see analysts had expected about 5. 8 rise you can see the trajectory, the time midmarch rolled around, we saw that earnings expectation go negative we are currently down 7. 5 for more on the markets, stay ahead. It is great to have you here thank you amidst all of this, it is earnings season. What do analysts hope to predict . Is. There is not going to be clarity around earnings for a while. At some point, these numbers are going to be bad. We know they are going to be bad. The market is trying to look through that remember, we priced in a pretty nasty recession in a month we usually do that over a couple of month period. Pricing in a lot of this damage. The question now is how effective can policy be bridging us through a point where we can reengage investors should expect really bad data and a difficult earnings season. Your job is to put up strategy how exactly as a strategist do you navigate around . Are their key indicators you are looking for, commentary or lacking at a path forward after this in the near term, what you need to look at is more of the especial epidemiology of where cases are heading. Then watching financial conditions and policy watching support here the good news is that americans need to realize and earnings in the gdp are different. There are companies that will get through this relatively okay a lot will be things Like Software or banking. Some of that will come through better than the parts of the economy that are more arts and entertainment related. It is a mixed back you want to see those parts of the market that are still open producing decent numbers we should expect arts and entertainment to be weak right now. We have surged in the s p 500 in a couple of weeks what is driving the positivity we priced in a recession quickly. The question is do you need to price in further crisis or even recession. Given that our policymakers have studied the 1930s and lived through 2008, we had a response that was drastic and significant. The markets have responded to that particularly the bond markets. And right fully so you recover off the bottoming response the question now is is there a catalyst to go higher. We are probably not all the way there yet. Banri, thank you for those thoughts cnbc breaking market coverage continues right after this shouldnt you pay less when you use less data . Now you can. Because Xfinity Mobile gives you more flexible data. You can choose to share data between lines, mix with unlimited, or switch it up at any time. All on the most reliable wireless network. Which means you can save money without compromising on coverage. Get more flexible data, the most reliable network, and more savings. Plus, get 200 off when you buy an eligible phone. Thats simple, easy, awesome. Go to xfinitymobile. Com today. Good morning, coronavirus cases in America Rising but the Trump Administration sees evidence to plotten the curve are working. Lawmakers in washington are sparing over billions of additional relief today. We will also learn how Many Americans have filed for unemployment it is thursday maybe it boept wont be like this forever subscribers for disney plus have doubled it is thursday, tgit, thursday april 9, 2020. Squawk box begins right now. Good morning. Im becky quick along with joe kernen and andrew ross sorkin. In just a few moments, well bring you a special conversation with bill gates. Hell tell us his concerns and what he sees ahead Bernie Sanders announced he was dropping out of the president ial race yesterday, the dow climbed b

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