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Caseshiller report, home prices up 3. 5 in april compared to one year ago, compared to 3. 7 gain in march all right. Lets bring in Carl Quintanilla. Yesterday or over the weekend, traveling to vietnam, you saw a bit of some of his teases and reports, but hes there in a place that, of course, carl, has become so central in the discussions of trade that we have on this desk every day with jim in terms of changing your supply chain, so curious to see what you have learned in the time youve been there in terms of how easy or difficult that actually is. Yeah. David, youre right. It is funny, you kn...

G20 summit this weekend. Our eyes are on two of them. The United States and china. President trump and xi jinping face a trade war. The talks may be at the conference in japan or in beijing. Vm wares operating officer is back from china where he hosted the for rem, pooden is joining us right now. Sanjay pooden is in charge of all of em. I want to go in with you on your most recent trip to china. In the hotel bar, you are talking for those who work for your company and those who dont. What are they saying behind closed door . Yeah, thanks scott for having me on the show. I think it was importan...

And message next week. You see the ten year there at 430. Small cap, russell 2000, up slightly today. Off 2 for the week. We have some soft guidance from adobe. Thats weighing on the software sector. Pulling down the nasdaq by almost 1 . While energy shows pep on a strong run for crowd prices this week crude prices this week, happening on a quarterly session featuring heavy index rebalancing at the close in less than an hour, as well. Which takes us to our talk of the tape. Is all this churn just about an overheated market cooling off a bit after a rapid spread higher, or is it the start of wh...

Ai. That conversation later. We will push ahead to the earnings out after the bell. Broadcom the latest company to test if this ai rally is a reality. The eus Digital Markets act takes hold today. We will break down the epic battles already raging for apple. Lets check out this market rally we are seeing and ai drives it. We see the mood music trying to decipher the rate of travel for the fed. The nasdaq currently powering on higher. Big test gets the lift. The euro actually higher versus the dollar. The dollar moving as we anticipate rate cuts. Dovish tones seemingly being interpreted from ja...

For you. Right now were getting close to the 70s out towards brentwood, love vacaville in calistoga. Youve actually climbed there now. So its definitely been a cool start. Youre also holding on to a lot of cloud cover both along the east bay shoreline, north bay and peninsula. Lot of the rest of us are brightening up now and setting us up for what will be a very mild afternoon winds from the west are pushing this cool air on into the bay and contributing to what will be the coolest feeling day of them all today. Daytime highs for most of us staying in the 60s to 70s. This is before a big chang...