i would agree with belski. i think if we look at the second half of the year we're nowhere near the cpi in my view, we are absolutely going to see the fed hold and see those rate hikes transmit through to the economy before they get even more aggressive and i think we'll see some pressure on the dollar which again to b of a's flow show, you will continue to see money flow into the united states and not large-cap stocks so this choppy period that many of us were anticipating is likely to extend for the next several months and the accelerating economic growth that we're experiencing and the fact that we'll get good earnings growth this year is going to lead stocks higher. i think what you need to do is think about your time horizon. over the next several months, if you're looking for these high valuation tech stocks to deliver a significant upside of the values that you've fallen to, you're probably looking in the wrong place. some of the stocks may take several years to where they're worth holding in your portfo

all right, from the court to the pitch buyer and munich, striker robert livin, belsky has been named fevers, best men's player for the 2nd year in a row. the pole controversially missed out on the ball and door to lino messy in november, but has now again claimed the other major individual football on fif. many football fans was stunned when robert lennon dusky was overlooked in the voting for the balance doll. after a wrinkled, 41 goals in abundance, they guess season or, or that live on dorski. but now the by a munich followed can again say he is the best men's footballer in the world. the fee surprise is broadly equal to the balloon door in terms of prestige, and after a 2nd straight wind going the pole. thank the by and staff who flanked in and fill on my proud i feel happiness. because in the turn, this dorothy blank also to my team and to my coaches, because we all have who are carto toilet again. leon missy had taken the ballon door, but in women's football field, boss alone is alexia protests reigned supreme by adding fee for glory to her banner . that was correct. ah, congra

to have to wait to very deep water and do so very, very carefully in order to keep the peace geology belsky ot. see. geneva. and that brings you up tonight just on half past 3 in the afternoon here in oscar. nice, happy company. we're back again at the top of the you know, everybody is concerned about that coin being upon your scheme, but in fact it's the only thing out there. there's not upon his name, it's an open source project girl by volunteers. it's not an object, but there are a lot of policies out there. join me every thursday on the alex simon, sure. but i'll be speaking to guess when the world of politics, sport, business, i'm sure business. i'll see you then. ah. your wife ah ah no. no, i haven't all the time, but it doesn't come with a different whatever the media. they picked up on new doors. they did the story, they picked up on like, like a good that they do and i will say manage it up with a feeling and it hasn't changed. there has to be in here and leadership to listen rather than just ordering around generations that are getting fed up with their getting good out. okay. ev

i do appreciate that let's bring in our headliner, brian belski, chief investment strategist welcome back >> thanks for having us back happy 2022 >> same to you i don't need your opinion on google, but i do need it on big tech and maybe tech at large do you feel like the bulk of the selling is now over? >> we do, probably not surprising to hear that, but not all tech stocks were created equal just like people and we've done a lot of work in fact, we're publishing report after the close on thursday that goes through every single sector in the s&p 500 and fractiles outperformance and the market has done that number one, number two, with respect to tech. you know, the market, i think, still does not appreciate how consistent earnings have become in tech. let me just take you back. over last ten years, the technology sector in the s&p 500 has become the most consistent earner in the entire market and we believe investors are going continue to pay for that consistency. it doesn't mean that they'll pay for these multiple times sales companies. i think they'll continue to pay for structural

brian belski, coming up we'll have a wleost ho hof committee moves and dr. j. has moves and we're back right after this. ♪ ♪ ♪ digital transformation has failed to take off. because it hasn't removed the endless mundane work we all hate. ♪ ♪ ♪ automation can solve that by taking on repetitive tasks for us. unleash your potential. uipath. reboot work. new year, new start. and now comcast business is making it easy to get going with the ready. set. save. sale. get started with fast and reliable internet and voice for $64.99 a month with a 2-year price guarantee. it's easy... with flexible installation and backing from an expert team, 24/7. and for even more value, ask how to get up to a $500 prepaid card. get a great deal for your business with the ready. set. save. sale today. comcast business. powering possibilities. >>> welcome back i'm rahel solomon and here is our cnbc news update at this hour the biden administration is reportedly considering targeted sanctions against russia if it attacks ukraine. the wall street journal reports it will target

he has been right and bmo's brian belski joins us now. brian, i bet your phone is ringing off the hook. everyone wants to talk with brian. giving you a hard time, no doubt about it. tell the audience what is happening right now? >> the bull market cough drops and for me today, charles, i've been sucking on cough drops. lost my voice. basically on the phone since 5:30 this morning people inundating us with fears, inflation, and notion of recession. my grandma taught me this cool word, bunk. the fed would not raise interest rates if they saw any kind of recession on the horizon. the fed is doing its job taking liquidity out off the table. everybody knew this was coming this, is the most telegraphed. give it to bears. they have been calling it, bearish since 2009. the performance of their funds have been terrible. there are other very loud people that have been bearish, chicken little call to be bearish on the market. eight out of 10 times the market is positive. that's why we're positive. faith in our business is fundamentals, charles. the

robert levin belsky has been named fif as best men's player for the 2nd year in a rock. madell ski became the 1st man to score 41 goals and the german bonus league of season last. her me of not stopped scoring sent. the poll controversial, he missed out on the ball on door to lino, messy back in november, but as now again, claim the other major, individual football awe, congratulations to him the day it's almost done, the conversation continues online, you find it on twitter, it dw news, you can follow me on twitter at brent gov tv. i remember whatever happens between now and then tomorrow is another day. see then everybody ah, with ah eco india. she's the pon, stay the air ram where tan, why want to revive polluted dried up water holes? they serve a vital function for the water supply and ecosystems near metropolises. he's getting closer to his goal. thanks to the help of many volunteers. we go india next on d w. ah no, those are employed for some just pure energy and emotion. he has his finger on the world's pulse to the artist choreographer who finished on the chef in the kitchen art 2

s. wooed australia into a new defense pack, shall ado belsky reports on the dale, which divided old friends, triggering the nuclear option is always going to be risky. business as us trainer found, i think 2021 we need to. so i did to, rene, gonna 56000000 euros submarine deal with franks. so how did cambra elect parents know? so i friends all, this is a new enhanced trilateral security partnership between the strider, the united kingdom and the united states. that i know when i saw on select lab the gas stage, but it was not at a loss for words, but it's really a stop in the back. a relationship of trust have been built with australia and this trust has been betrayed. crohn's livid, deal of a century wave keyboard. and i want to thank her that show down on thank you. very much appreciated to progress was scrapped without a claims. only warning. what followed was an a bomb of a diplomatic full lance. we had the president of france calling the prime minister, a lawyer. we have a try block. we have the recall of the ambassador and we have a very cross. if the medic, situation branch, shaving

have to wait to very deep water and do so very, very carefully in order to keep the peace, geology belsky, or t. geneva, ablaze in a high rise apartment building in new york city has killed at least 19 people, including 9 children among the dozens injured at 32 are in hospital with life threatening conditions. so i'm walking around here near where this fire happened. this, this building behind me that you can see that it's just been totally burned out. 19 people, dad, 9 of them children. and this is, this is a serious situation. we have the mayor in new york city, eric adams, calling us the most serious fire in modern new york city history. now there was a huge mobilization of the new york city fire department over 200 firefighters were mobilized. as you can see, this is a fire truck here behind me, you know, and they're still on the scene. and this point we have folks in hazmat suit in front of the building. we have like kind of immobilization of people in hazmat suits to clean out the wreckage. that has happened. it's a very serious situation. 19 people are dead. 13 remain in critical c

both sides leave these talks, having made no further significant strides towards unity, charlotte e belsky, r. t in brussels. luc revenge, independent journalists, has shared his views on the talks with me, particular concerns over ukraine becoming a nato member press conference. so, salting back to 60 channel of nato was very short for 5 minutes. didn't just a few questions. she said one interesting things that he had one interesting thing that he had already mentioned before. no ukraine is only a partner of the alliance now. and it is not covered by article 5 of the treaty, which is the dangerous old. any member is defended in case of all the others and be crazy for nato to get ukraine on board and within the alliance. believe me, several countries and not the small ones don't want you grain. of course, there is an image that needs to be projected all humanity, but it's just not the case. and people realized in europe that it is very dangerous to have ukraine. and if you follow because of some of the whole tension to west of the country that hey russia and i would do anything to stop the

could end up pushing even more people into fuel poverty this winter, and even cost their lives. geology belsky oxy. paris, or lack of stored supplies and market forces on the only drivers. apparently, politicians have also been quick to blame russia for not supplying more gas despite moscow, insisting that it is complying with its contracts. southgate taylor looks at how some western politicians never miss an opportunity to point the finger. how did it happen, though? rather who's to blame? because if there's one thing, every politician knows it's that every crisis needs a guilty party. and sure enough, brussels landed on a tried and tested one we could on the european commission to urgently open an investigation into possible deliberate market manipulation by gas prom and potential violation of e you competition roles. yes, sangree that russians were warm and toasty being you accused, stay toned energy giant gas problem of being cd and then furious to moscow when to take pity and pipe over some free extra gas and accused the kremlin of paint dirty politics. the increase in price is for energy

strike robert levin. dorski has been named fif as best men's claim for the 2nd year in a wrote lemon belsky became the 1st man of score $41.00 goals and a german bonus league of season. last term he has not stopped scoring since the poll controversial, he missed out on the ball and door to lino messy back in november, but as now again claimed the other major, individual football. oh, congratulations to him. the day it's almost done, the conversation continues online. you'll find that on twitter, it dw news, you can follow me on twitter at brent golf t v. i remember whatever happens between now and then tomorrow is another day. see that it with with do you like it with? do you want it? okay, then buckle up, put the pedal to the metal, and let's ride with red in 30 minutes on d w. now. ah, so like these kids hate their talk. german robotic researchers are developing new systems to release strain on the body neck. so there is back. how did the exoskeleton fair when tested? to borrow today? 90 minutes on d, w. o. every day counts for us and for our planet. global ideas is on its way to bring yo

to have to wait to very deep water and do so very, very carefully in order to keep the peace geology belsky ot see. geneva ablaze in a high rise, a palm, a building in new york city has killed at least 19 people, including 9 children. for the 63 people were injured, 32, hospitalized with life threatening conditions. new york met eric adams says the fire broke tremendous suffering to the city. this is a horrific of rip big, painful moment for the city of new york. and the impact of this fire is going to really bring a level of just pain and despair in all city artes corresponding kenneth open, get us details from the st. so i'm walking around here near where this fire happened. this, this building behind me that you can see that it's just been totally burned out. 19 people, dad, 9 of them children. and this is, this is a serious situation. we have the mayor of new york city, eric adams, calling this the most serious fire in modern new york city history. now there was a huge mobilization of the new york city fire department over 200 firefighters were mobilized. as you can see, this is a fire

what you showed belsky has more of the story a new year and a new spat is brewing between new members. bickering has a rapid with state split over how energy from nuclear and gas sources should be classed in the future. you want to categorize investments in some of these projects as being green, but others argue this is essentially green washing. label, nuclear energy as sustainable is wrong. this is a high risk technology. it is questionable whether this green washing will find acceptance on the financial market at all. that we think nuclear technology is dangerous. we still think the waste issue is resolved. we expressly reject the assessment on nuclear power under the commissions proposal investment, the new nuclear energy facilities should be classified as a group if they meet certain technical standards. now that lead to occupations that the commission is he destroying the credibility of the european eco label for financial investment with germany leading the charge of nations against these proposals, but could put it in direct collision. of course, with the blocks of the heavy w

end up pushing even more people into fuel poverty, this winter, and even cost their lives. geology belsky marty paris. when a failure to top up reserves and market forces are the only factors, apparently politicians of all to be quick to blame. russia for not supplying more gas despite moscow insisting it is complying with its contracts. asked taylor looks now it has some western politicians never miss an opportunity to point the finger. how did it happen, though? rather who's to blame? because if there's one thing, every politician knows it's that every crisis needs a guilty party. and sure enough, brussels landed on a tried and tested one. we called on the european commission to urgently open an investigation into possible deliberate market manipulation by gas prom and potential violation of e competition roles. yes, sangree, that russians were warm and toasty being you accuse state owned energy giant gas problem of being cd and then furious the moscow when to take pity and pipe over some free extra gas and accused the kremlin of paint dirty politics. the increase in price is for energy

end up pushing even more people into fuel poverty, this winter, and even cost their lives. geology belsky oxy. paris, a lack of back up supplies and market forces on the only drive is apparently, politicians have also been quick to blame russia for not supplying more gas despite moscow, insisting that it is complying with its contract. saskia taylor looks at how western politicians never missed an opportunity to point the finger. how did it happen though, or rather who's to blame? because if there's one thing, every politician knows it's that every crisis needs a guilty party. and sure enough, brussels landed on a tried and tested one. we could on the european commission to urgently open an investigation into possible deliberate market manipulation by gas prom and potential violation of e competition roles. yes, sangree that russians were warm and toasty be you accuse, stay, tone energy, giant gas problem of being shady and then furious that moscow wouldn't just take pity and pipe over some free extra gas had accused the crumbling of paint dirty politics. the increase in price is for ener

increasing energy bills, while members remain bitterly divided over the future of energy policy, jollity, belsky, r. t. paris. and that the weekly from out international thanks for checking in with us this weekend wherever you are around the world for a live recap of the news of the last 7 days calling for you from moscow on kevin blue, blue ah ah, ah, a ah with while our officers are facing in increasingly dangerous environments. we are seeing a growing debate about so called warrior cops. the term that i've heard in the militarization of police. this is an admirable vehicle. we acquired the 1033 program. very free program is a government program that funnels military property that is no longer use to local law enforcement with building an army over here. and i can't believe people. i see .

do belsky, thanks for that. we'll be back with you later. x o some corporate advice for british household struggling to heat their homes this winter major energy provider ovo has told customers to cuddle your pet and do star jumped to stay warm. those are expected to double the share and incomes are expected to face a big squeeze as well. is shoddy, edwards dashti on the advice that's got customers fired up. are you weighing up, eating or heating as bills are predicted to sort of 2000 pounds a year? well, no more. as one of britain's biggest energy suppliers has come up with no one idea, but 10 ways to save on heating cost, not only laira, but get the hot rate going with some starch. i'm. and if that doesn't work, how about a cozen is a cutter with a cat? okay, i don't have a cat, but i do have this guy. another central suggestion is to leave the oven door open after cooking, the capital of your kids love and eat a hearty bowl of porridge. and of course, make sure you have a decent pair of socks or slippers. app

have to wade through very deep water and do so very, very carefully in order to keep the peace geology belsky, or t. geneva. okay, well sir, discuss the security talks further because on the line we have dr. martin thrown at, he's a senior lecture in political science, the heidelberg center for american studies, and you are very welcome what you expect. so what can we expect from these talks she think martin? well, i think the worst case scenario would be that one said okay, so i would say our demands have not been met. and if the russian side says so, then take this as a, as in an excuse or as an initiative for military action. so i think what we could expect is that any attempt is made to diffuse the situation at the moment and em, but the demands of both sides in their full will not be made. i think your report or sketched it very well, that there isn't really much muchly way for compromise. that because the earth united states or the west will not compromise on this issue. that a southern country can choose its alliances and for, for russia it's, it's a red line that nato should not get a

have to wait to very deep water and do so very, very carefully in order to keep the peace, geology, belsky, or t. geneva. not bring you up to date more new st. hoffen. ah, you know, everybody is concerned about that coin being upon your scheme, but in fact, this, the only thing out there, there's not a ponzi scheme. it's an open source project girl by volunteers policy. but there are a lot of policies out there. join me every thursday on the alex simon, sure, i'll be speaking to guess from the world of politics. sport, business, i'm sure business. i'll see you then. ah ah hello and welcome to cross stock where all things are considered. i'm peter lavelle . what is the national mood? i suppose it depends on what kind of media you consume to say the nation is divided in highly partisan is an understatement. this is certainly what the national media wants us to think. what are we really so divided on what really matters cross sucking the public mood. i'm joined by my guess, martha bonita in palm beach. she is president of both america 1st and atlanta. we have d. dawkins, hagler, she is a poli

belski, you, sir, are all right, and we'll see you again soon. >>> back to lauren looking at the movers. home builders, they're moving down by the looks of it. lauren: yep. and that's because of key banks have cut them to underweight. they said inflation concerns supersede favorable housing fundamentals like demand being big and rates being relatively low. so that's the inflation story for you, it's catching up. then there's sony. it was down about 13% in japan, and it's down in the u.s. as well. there's concerns of the increased competition that comes with that that microsoft activision deal, the primarily that titles like call of duty, could they be pulled from playstation consoles. but also the deal makes it tough for sony to stand on its own verse versus these players that are increasingly coming together. and finally, stuart, united health is up. earnings showed little impact from the costs associated with omicron, and they added over 2 million members last year, most of that because of their medicare advantage plan. stuart: that does not hurt. two million new members, got in this.