Good Friday morning. Welcome to Squawk on the Street. I'm Carl Kington-A.

with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. Future is fairly steady, despite some surprisingly weak macro coming out of Europe.

The private sector there falling into contraction. Euro's at a two-year low.

Meantime inflows to U.S. stocks now up seven straight weeks.

Our roadmap begins with the winning week for the streets, some mega-cap tech names,

Nvidia, Meta, and Alphabet, however, pointing to some lower opens.

Plus, we continue to watch that so-called Trump trade. This is we await further insight into the President-elect's

economic team, specifically who's going to run Treasury? Oh, I told you.

Meantime, a stark warning from Citadel's Ken Griffin, at least when it comes to tariffs.

And retail's holiday expectations, Gap shares are surging this morning. It is seeing some strong

demand for the big holiday season.

Let's begin with what has been an eventful week for the markets. Nice note out of Goldman

today, Jim, looking at flows, seven straight weeks of inflows to U.S., eight straight weeks of

outflows out of Europe. Look, I'm not as negative on Europe as others, but I will say that, look, our markets are in a strange boat. Every single morning between 3 and 4 a.m., there's this potential short. Just endly, I just get up there. Today you asked if it was the rain. Right. Well, I mean, because there is obviously nothing to it. It's based on nothing.

I mean, it's 7 p.m. to 3 a.m.

There's really not a lot happening.

There's a boring football game on or whatever.

And I come in and I say, well, what are they, let's see, what do they have?

What do the shorts have?

And I used to joke with David, they say 90 to 95, about the money over the transom.

And it used to just come on Mondays.

Now it seems to come every day.

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