Crowds continue to grow in hong kong. And the first patient diagnosed with the ebola virus in the United States isolated at a dallas hospital. Well tell you everything we know this morning. First up, new data from adp shows private payroll increased by 213,000 in september driven by hiring in manufacturing. The markets wrapped up a positive third quarter. The dow rising almost 1. 3 . The nasdaq gaining 1. 9 despite that decline in september. Now we begin q4, jim, where it sounds like you think there are going to be opportunities somewhere. Yeah, i dont like the industrials. Its very interesting. You see that rates are down again. This is all for europe. When you see the number from germany, its obviously very weak. By the way, 49. 9 is their pmi, the first contraction in 15 months. What you keep coming back to is a bifurcated market. I always read criticism of the show. You learn. I was listening to ray dalia. You always read and understand the criticism. How could you be negative . Now, carl, we sit here and im negative on industrials because the numbers are coming down. The industrials diversify very heavily into europe. China sells a lot into europe. You have this bad reverberation going on. Not negative on u. S. I see a lot of good things retail, a lot of good things for restaurant. I have gasoline coming under 3. So were a bifurcated market. Stay domestic, do better. The domestics went down yesterday. Thats where the opportunities are. I am by no means saying, listen, get out of the market. I am saying reevaluate. If youre international industrials, youre not going to make the numbers. Numbers are coming down for multinationals. Period. And listen, the worlds a volatile place right now with whats going on in hong kong. Not to mention our war against isis and the ukraine, which has figured so prominently into significant slowdown. We just got some numbers out this morning out of the eurozone. People really have to understand, our Interest Rates are really controlled by foreigners right now. The dollar is strong. People dont want to be in those other countries. Theyre not reacting to adp. Though germany is able to sell tenyear debt below 1 . When you see the adp number come out, it looks like things are strong and rates go down and commodities are plummeting around the world. You mentioned gas prices. 3. 33 is the average now. Sevenmonth low. 26 states have 3 or less. Unbelievable how much money people are going to save. Natural gas has not moved up at all. You see conoco selling oil to alaska. We have no place to put all our oil. Were going to go up were going to have 10 Million Barrels per day were going to be producing next year. Maybe 10. 5 billion if you read some of these numbers. Were not going to be importing that much. Were going to cut back on everything, includining oil fro saudi arabia. Doesnt oil prices coming down and commodity deflation help in terms of the fed offsetting and therefore kind of keep them on the sideline . Yes, and i think that we are bearing the brunt of the negatives right now. Obviously theres going to be a recession in europe. I dont think anyone doubts that anymore. You cant. You have too much on the line with russia and ukraine. All of south america is in recession. These are givens. China continuing to slow rather aggressively. You got this hong kong problem. We dont want to see that turn violent. I come back and i say, okay, so people are going to shop more here. Theres a very interesting note. Its just a little throwaway note. Listen, we see momentum, texas roadhouse we talked about mcdonalds and jack yesterday. Jack is doing incredibly well. They spin off qudoba. Do you really just go out there and buy and sell them . Yes, but you have to be careful. Whole foods, i was reading the Austin American statesman this morning. Speaking of lower prices. Slashing prices on 400 produce items. Thats where companies have been losing a lot of money in the Retail Business of supermarkets. Interesting to see if that happens. Corn, fiveyear low. Wheat plummeting. Soy down 35 . These are the Building Blocks of inflation. And theyre not there. Its obviously helpful to the consum consumer. Yes, so i dont want to be as negative about the consumer. We had chiller here yesterday. I was struck by the fact housing prices peaked. We may say thats going to hurt the net worth of people. People havent been buying houses because they went up a lot. Short term, yes. Does that hurt poulty . Maybe the margins wont be there. Does it help the American Consumer . Yes. We can be as negative as we want, but the American Consumer is not negative. Still one of the highest numbers weve had. Its like, geez, you pick up the paper, ebola, hong kong, isis. These are not the president. Honestly, you read we havent even talked about the idea of a guy who breaches the security in the white house, which i think a lot of people around the country say, well, geez what about the guy in the elevator who had a gun on him . Thats more unbelievable. With the president in the elevator. These are not things that say i got to go buy some chipotle. This isnt jimmy carter. I just hope president obama has no sweaters that look like jimmy carter sweaters. That cardigan. Hes still out there at 90 years of age, by the way. I think hes 90. Maybe 89. Did he burn that cardigan . I dont know what he did with the cardigan. Hes probably still got it. Nice checkers reference. You mentioned the hong kong situation. Markets are closed for the holiday in hong kong. Prodemocracy protests taking place for a sixth consecutive day. Our susan lee is in hong kong with the latest. Susan, hello once again. Reporter hi, carl. We took a walk around the protest. A few things stood out from the previous nights protest. I just want to point out we were looking for the police presence. Theyre keeping a pretty low profile out here tonight. The only ones we could find were the ones guarding government buildings close by to the protest site. Other than that, theyre staying well back from the crowds tonight. Also, the composition of the protesters has changed a little given that today is a holiday here in hong kong. Tomorrow is also a holiday. It seems like the composition has been more representative of what we usually see in the city of hong kong. So for the last few nights out here, its been mostly student led. Tonight were looking at more professionals now in the crowds. A little bit more mature. Also, you can see some gatherings of families as well streaming in here in the heart of the protest site. Also, i want to talk about the radius expanding as well. Were expecting 250,000 here according to the protest leaders. If you look behind me, were stretching well past the east and the west sides, further than what weve seen for the last few nights as well. I also want to point out we got some business headlines today. There are questions about whether or not these protests are going to hamper hong kong in the long term. They just issued a Business Travel ban for all their employees here. People are thinking, if this goes on for longer, what does it mean for the economy. Back to you in new york. Susan, thank you so much for that. There is a sense that this is going to continue for a while. Washington post today recommends that the u. S. Tell china you use force, there will be consequences. That would alter the narrative here, wouldnt it . Well, i said that yesterday, and people just said thats scare mongering. I think our president uniquely is not sitting there thinking, you know what, maybe we got to be careful about trade. President is thinking about free speech. If we put sanctions on china, then theyll put sanctions on us and well have a further ratcheting down in the economy. Its funny. You go back to 1940, okay, and you see that china you know, japan had taken over china. Sometimes history matters. We put an embargo on japanese oil. They overthrew a political a government that was peace oriented and went to a waroriented economy because they were going to be choked by our oil embargo. We are taking consequences here with embargoes. Were putting sanctions as if somehow this does not this does not transcend economics. It does transcend economics, which makes me a little more nervous. We just got a number cut. Russia, were not going to drill in russia, which is the largest untapped oil reserve in the world. Why are we not doing it . Because were not safe. Theyre not safe there. These are things there are consequences that are not economic. And that makes it so we are not thats what im saying. You know what, dont worry about a thing. Thats crazy. If the numbers are slowing and they have a giant oil project, what does it mean . Its a little more consequential. All right. You mentioned the other problem, of course, and that is ebola. The first patient diagnosed with the ebola virus in the u. S. Remains in isolation at a dallas hospital. The patient sought treatment six days after arriving in texas from liberia. Viewers do not like hearing the news of stocks that are reacting to this. But the tickers are all out there today. Tkmr. Last time someone said, how can you not like tkmr . I dont know. Im trying to make sense of things. Im not going to tell people to buy a drug stock that in 2015 perhaps they have something. Every Airline Stock is being killed today. Theres no research other than the fact that people feel i dont want to travel on an airline, despite the fact we had multiple people saying this is not how its no, the facts are that the virus is not transmissable until someone is showing symptoms. When they are showing symptoms, they are not in a position to travel. The fact is, in the countries in western africa, these extraordinarily poor countries with not anything close to what we have as a health care system, burial has ended up being the most dangerous part of the process because, in fact, that is when it is at its most infectious. You have 20, 30, 40 people touching a body at one time, many of them men, getting the disease. That does not take place here. Its a very different protocol. Although, worstcase scenario out of the cdc and we have a million and a half cases by january. Thats not positive for us. Million and a half cases over there. Exactly. That would be terrible. Its a horrible Health Consequence for whats going on in western africa. Not to mention, the last of Health Care Workers overall is actually resulted in more people dying from other diseases because they cant get treatment for those. This is what people are focused on. It does not create an environment where you feel confident. But that being said, and i think well hear from a lot of different people, there is a lot to be said for why there is not going to be an outbreak of ebola in this country. Were going to need vaccines, period, around the world. Whos going to develop them . Tkmr. Why would you develop for incredibly poor countries that cant pay for it . Lets be honest. Glaxo. Johnson johnson downgraded today, incorrectly, i thought. But theyre working on mass production. One of the reasons i dont want to speculate on tech miro, if you want mass production, its going to have to come from Companies Like merck. These companies, by the way, they do have an element to them, lets not forget, of just giving the stuff. Great American Companies that have not thinking about how to make money. Theyre not mercenaries. Okay. I got to make a phone call. Got to make a phone call . All right. Fannie and freddie. Theres a lot going on. I got to make some calls. Right during the break, lets all make some calls. When we come back, signs that the standoff between amazon and disney could be nearing an end. Also, maynard webb live in an exclusive. Well be right back. Having a fe checked bag. With my united mileageplus explorer card. I have saved 75 in checked bag fees. Priority boarding is really important to us. You can just get on the plane and relax. I love to travel, no foreign transaction fees means real savings. We can go to any country and spend money the way we would in the us. When i spend money on this card i can see brazil in my future. I use the explorer card to earn miles in order to go visit my family which means a lot to me. Theres a difference when you trade with fidelity. One you wont find anywhere else. Onesecond trade execution. Guaranteed. Did you see it . In one second, he made a trade, we looked for the best price, and the trade went through. Do the other guys guarantee that . Didnt think so. Open an account and find more of the expertise you need to be a better investor. Amazon and disney reportedly close to settling that nearly twomonth dispute during which the online retailer stopped offering disney dvds for preorder. A source telling upcoming releases were back on amazon last night. The company has been at odds over issues including pricing and promotion on the amazon website. Nice to see at least some disputes getting solved is here. I thought the article today about facebook getting involved in the mini series thats right. Mini movie, airs first on facebook. Ive always felt that youtube is the place that would go. Facebook is doing so many things to monetize their Revenue Streams that thats why that stock is held up during this period. I think its worth noting in a world of gloom that there are some companies that are not put up in the cyclicality at all and are just taking share and doing quite well. In terms of amazon, the Amazon Disney dispute was a traditional dispute between a very powerful retailer and a powerful supplier. And its different than the dispute between amazon and hashet to a certain extent and the authors and what they want to be lower price points for digital books. Where James Patterson says, for example, that its not toilet paper were talking about here. Its books. Its a different kind of a thing. So i draw distinctions between the two even though we tended to lump these disputes together. You cant roll disney. You can roll individual writers who live off that money. Although, James Patterson doesnt. He knows how to get the word out. For the most part, writers are powerless against amazon. Disney is powerless against no one. Disney is at one point, i would have said like the nfl. Were going to talk to one of the fcc commissioners later on this hour about the blackout rule. 40year rule thats essentially gone. People are rolling the nfl right now. They really are. Its rather amazing. You never take on the nfl. Isnt this notion youre going to watch a game no matter what the ticket sales were. Youre going to put a movie out on netflix and in theaters. Content, its like trying to hold back water right now. I think youre totally right. Great depiction. Fabulous. When we come back, well get cramers mad dash. Well count down toward the opening bell. Take one more look at the premarket. By the way, vivint solar going public today at the big board. The opening trade and an interview with the ceo coming up. When the world moves, futures move first. Learn futures from experienced pros with dedicated chats and daily live webinars. And trade with paper money to testdrive the market. All on thinkorswim from td ameritrade. Know that chasing performance and fewer choices in retirement. Know that proper allocation could help increase returns so you can enjoy that second home sooner. Know the right Financial Planning can help you save for college and retirement. Know where you stand with pnc total insight. A new investing and Banking Experience with personalized guidance and online tools. Visit a branch, call or go online today. Watch this. Sam always gives you the good news in person, bad news in email. Good news fedex has flat rate shipping. Its called fedex one rate. And its affordable. Sounds great. [ cell phone typing ] [ typing continues ] [ whoosh ] [ cell phones buzz, chirp ] and we have to work the weekend. Great. More good news its friday woo [ male announcer ] ship a pak via Fedex Express saver® for as low as 7. 50. [ male announcer ] ship a pak via Fedex Express saver® this is kathleen. Setting up the perfect wedding day begins with arthritis pain and two pills. Afternoon arrives and feeling good, but her knee pain returns. Thats two more pills. The evenings event brings laughter, joy, and more pain. When jamie says. Whats that like six pills today . Yeah. I can take 2 aleve for all day relief. Really, and. And thats it. This is kathleen. For my arthritis pain, i now choose aleve. Get all day arthritis pain relief with an easyopen cap. It is a mad dash for what we like to call hump day over here at squawk on the street. Were starting off where, west port . And im not talking connecticut. This is a company that makes natural gas engines. People ask me, jim, why have you got an little more negative . Were just a few percent from the high for the whole market. When you see Something Like this, which is really terrible, you know when you go through the release, theyre saying theres a 25 reduction in engine sales. They cite europe, russia, and china. Well, thats what im worried about. I think this is truck orders. Be very careful. These are engines that run on natural gas. But this is purely a reflection of slowdowns in those economies, not anything to do with the fuel itself . You know what, west port has not necessarily been as, lets say they have never been really clear about whats wrong. But the main takeaway is theres just less business in europe, russia, and china, which is why ive gone more negative. These are head winds. They were tail winds coming into 2014. People, the world is changing. Are we sure this is not Company Specific . This is down 68 this year. They botched it. By the way, the trucking companies, theyre not falling all over the place to buy natural gas trucks because we dont have any places to fill them for the most part. Its not being adopted anywhere near what we thought it would. Potentially with the positive ramifications that would come, if we had a lot of surface transportation running on natural gas. Its underpowered and got to stop a lot. My friends in the trucking industry, theyre saying, listen, the technology will eventually come along. Now ebay, lets not lose sight of this. Jpmorgan, jmp, jeffries all downgra downgraded. Were now hearing the backlash, which is this was a dispute with apple. Apple was going to build papal in. Papal went apparently with samsung. Apple decided, you know what, were going to eviscerate papal. Can they do it . When youre teamed it up with visa and m