Hey, Rob Maower, we're here, happy.

Hey everybody, Rob Maower here, happy Friday.

Today we are talking about the first impressions from what is believed to be the first non-employee

delivery of the cyber truck. This did in fact happen yesterday so we'll talk about some of those

first impressions. Also got a couple of pricing updates, news on the EV tax credit, and more.

Right, looking at the stock, tough end to a tough week for Tesla down 3.7%, closing at $217.89 on the day,

the NASDAQ roughly flat on the day to day. We did get the producer price index or

PPI report this morning following CPI yesterday and unlike CPI which came in a little

bit heavier than expected, PPI was cooler than expected by about two-tenths of a percent across the various different month-over-month comparisons or year-over-year comparisons as well.

So headline inflation, PPI inflation, up just 1% year over a year and basically flat slightly down

actually from headline perspective month over month. So positive news in

terms of inflation in terms of interest rate expectations from this report and of course

everything else that happens in the macro environment but largely

probably driven by this report not too much as changed for January expectations

maybe a little bit more of a expectation for a 25 basis point cut but the further that you go out so we'll look at

May for example here you can see that rate expectations have T.

actually it looks like May is a little bit different,

but for March here and then we'll go to June,

you can see higher percent chance or expectations rather of a rate cut and I think for June it's a little

bit more heavily weighted towards further or steeper cuts than what we had seen previously.

So the market expecting those rate cuts to happen a little bit more quickly than certainly a week ago and even a day ago prior to PBI.

Right moving on from macro we'll move into the Cyber Truck first impression.

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