Good Friday morning. Welcome to another hour of squawk on the street. I'm Carl Kintanee on

with David Faber. Melissa Lee's with us here at post nine of the New York Stock Exchange. Sarah Eisen has the morning off. All-time highs yet again for the S&P. We got to 6099 a moment ago. Just a point shy of 6100 of the 10-year yield, lowest since mid-October, even as the jobs number comes in solid, 227. We are 30 minutes into the trading session.

Here are the three big movers are watching for you. yield lowest since mid-October, even as the job's number comes in solid. 227.

We are 30 minutes into the trading session.

Here are the three big movers are watching for you this morning.

Lulu Lemon shares leading the S&P and NASDAQ after a top and bottom line beat, plus guidance

raise, strong international growth helping offset slowing U.S. sales.

Alta also popping higher on a similar story, beating estimates, raising guidance, and a host of tech names hitting new 52-week highs at the open. Tesla Palantir Service Now plus HPE. That is surging following strong results there. CEO Antonio Neri will join us later this hour to break down those numbers. Busy day for data. Getting some consumer sentiment now with you, Mish. Let's get to Rick Santelli. Hey, Rick. Hi, Carl and D. Now, these are D's preliminary. In a couple weeks, we'll get the final, so they'll be altered potentially. There's some surprises here. If we look at the headline number, sequentially higher, better than expectations, comes in at 74.0, best since April of

this year. Current conditions, same scenario, better than the windshield, better than the

rearview mirror, by far. 77.7, also the best since April of this year. Now, here's the surprise.

What lies ahead? Expectations takes a nose dive. It's below

expectations. It's below the last read, so it's lower sequentially, comes in at 71.6. Last look,

and our final read was 76.9. That's the weakest since July of this year. Now, on the inflation front, also some surprising news. The one-year inflation jumps from 2.6 all the way up to 2.9. That would be the hottest since June of this year when it was 3%. Yet 5 to 10 year came in exactly as expected at 3.1.

One-tenth cooler than the rearview mirror at 3.2.

3.1, 3.1, this would be the smallest month-over-month change in that category.

Just since October when it was 3.0, the lowest read actually occurred in March when it was 2.8.

So in a way, been there, done that, but it is moving down a bit.

The aftermath, not much change in what's going on with interest rates, but there was a big change from this morning.

When we came in this morning, we're at 416 on a 2.

Now it's at 408, and that's down 7 on the day, 7 on the week.

We're at 418 before all the numbers this morning. And the 10, it's currently at 413,

which means it is now down 5 on the day, down 4 on the week. Carl, back to you.

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