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Transcripts For CNBC Squawk On The Street 20240714

Flights today. Goldman sachs lowering its growth forecast and reports that wework could file as soon as this week. Were going to start today with the markets. Jim, not a repeat of last week, but were going to it is going to be busy, cpi, retail sales and more. Retail sales is on front burner it is hard to believe that given that unemployment rates are so low. People keep waiting for the inflation story in retail. I dealt with a number of retailers, and almost every retailer says, listen, very small margin hit to the september 1 tariffs. But as soon as you hear small, you say, big, big, big really good piece about dollar tree, not a lot of exposure to china and does well when the economy weakens. I want to watch that to see if we dont get the situation where we start trading down in terms of tocks macys, 7. 7 yield thats the paradigm of what people are avoiding. I think the macro does trickle down to the micro. Im concerned. Im really concerned about this hong kong situation too. You me ....

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