Good Friday morning. Welcome to Squawk on the street. I'm Carl Kintanio with David Faber. Leslie Picker here at Post 9 of the New York Stock Exchange.

Sarah Eisen has the morning off. Trying to wrap up the week with a little bit of risk on. Every sector is higher except for energy and health care.

Ten year getting back below 4-1. Vic's still

around 16. We're watching, obviously, the government shutdown now in day 10. Coming up this hour,

Lula Lemon founder, Sowers on the company, Chip Wilson slamming the company's trajectory in a new

full-page ad in the journal, saying it's in a nosedive and needs to, quote, stop chasing Wall Street

at the expense of customers. Wilson's going to join us in an exclusive interview, talk about

his criticism of the board. Plus, was Amazon's October Prime Day a dud? We'll talk about

reports of soft demand and if it is a red flag for the company. First, let's get some breaking consumer data.

It's just crossing, and Rick Santelli has it for us.

Rick.

Yes, Dave, we still get some numbers that aren't going through the government.

Here's University of Michigan sentiment, and the inflation gauges October preliminary views.

55.0 on headline, a bit better than expectations, very close sequentially to the 55.1 in the rearview mirror for our September final read.

And that compares, well, 55.0, you'd have to go back to May of this year to find a lower number. Current conditions, pretty juicy here.

61.0, better than expected, sequentially

higher than 60.4. If we look at expectations, 51.2, a little bit of a disappointment in

both directions. Less than expected, less than 51.7, the rearview mirror. You have to go to May

of this year to find a lower number.

Now, the inflation numbers, 4.6 on one year, that's 110, less than we're expecting and less than the 4.7 in the rearview mirror.

4.6 will be the lowest read going back to February when we are at 4.3.

And finally, 5 to 10 year inflation stays at 3.7, both matching expectations and in the rearview mirror.

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