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ed. at 8:00 a.m., jack will be calling into the show to talk about things. all of that coming up. on the lighter side of things, we'll be talking sports. in baseball, the playoffs last night. the a's beating the tigers 2-0. detroit now leads the series 2-1. the reds lost 2-1, but cincinnati still leads the series two games to one. we'll have more in squawk sports at 6:20 eastern. that's a good one i was watching. the next hour, we'll talk about golf. rhys jones is our guest host. he designs courses. andrew, good morning. >> thank you, becky. let's talk about earnings, starting with a...

security and ask michael fertik if our nation's banking system is at risk. we'll talk about the latest from the campaign trail plus he was a governor, a presidential candidate, a mitt romney surrogate and a "squawk box" guest. now he's the new head of the financial services round table. tim pawlenty will be joining us live at #:00 a.m. and the emmy awards, homeland winning for best raw made, modern family with best comedy. before we get to all of this, let's get you up to speed on all of the top stories. >> i was very happy about homeland last night. i know joe was i imagine, too, si...

>> the president, i'm convinced, has put us on a road to greece. i'll put us back on the road to a stronger america. >> nothing new there. president obama in cincinnati, well he says he's going to compromise. almost. listen to this. >> look, i want to work with them to reduce the deficit. i've said, you know, if the republicans need more love, they want me to walk the dog or wash their car, i'm happy to do it. but i refuse to ask middle class families to pay over $2,000 more so that millionaires and billionaires can pay less. >> all right. he'll do everything but acknowledge the fact...

the unemployment rate ticked down to 8.1%, but mostly because workers gave up looking for jobs. president obama will respond to that report later in this half hour. but last night, he updated his signature brand of hope and change by giving credit to the voters who sent him to office, asking them to enlist once again. >> my fellow citizens, you were the change. you're the reason there's a little girl with a heart disorder in phoenix who will get the surgery she needs because an insurance company can't limit her coverage. you did that. why selfless soldiers won't be kicked out of the ...

infrastructure in hopes to revive its flagging economy. okay. welcome to today's program. u.s. -- u.s. -- >> america. >> is this a head fake with this economic data? >> better tone. i'll tell you what to watch. jobless claims, 8:30 a.m. this morning. they have been holding in there, showing the market is holding up. if they flag that's when we get nervous. >> big thing. we look at gold and what the dollar is doing. >> look at what's happening with the treasury market. it's remarkable. >> exactly. >> yeah. >> remarkable in the context of where -- >> context of 1.4%. >> coming up als...