Good Friday morning. Welcome to another hour of Squawk on the Street. Happy Black Friday morning. I'm Sarah Eisen with Carl Kintania and David Faber, live as always, from post-9 of the New York Stock Exchange. Shortened Trading Day today coming off of Thanksgiving holiday. Stock market closes at 1 p.m. Eastern Time. And it looks like they're going to close out with the gain for the week and the month. We've got pretty broad-based rally again. The S&P's up a third of 1%. Information technology bounces back some of these semis that have actually underperformed for the month. Higher today. We're talking NVIDIA, Qualcomm, Lamb Research. They're at the top of the market. Consumer discretionary going strong. Tesla's up again. It's a big chunk of that one. Industrials, energy, real estate, health care, staples, utilities, and communication services, all catching a bid. You've got financials and materials lower today, but again, they've been some big winners on the month. The bond market, as a reminder, closes at 2 p.m. today as well. We've got a rally in treasuries. The 10-year yield goes back to levels pre-election

below 4.2 on the 10-year, the two-year yield below 4.2 as well. Market typically, stocks typically

like those lower yields could be helpful here. 30 minutes into the trading session here are three

big movers we're watching. Retail key focus as the sector's busiest five-day stretch of the year rolls along.

It's got the Spider-S&P retail ETF, the XRT, on pace for its best month since February.

Along with the S&P 500, we're going to talk top picks there in a moment.

Coffee prices hitting new record highs this morning, up some 30% in November on pace for their best monthly gain since February 2014.

Some concerns about drought in Brazil helping coffee futures shoot up.

We're also continuing to watch Bitcoin lower on the week, but in the green today, still up 40% just since Trump was reelected.

Guys, today it's all about the consumer.

It's Black Friday.

We're wondering state of the consumer, which matters most to the economy.

So I prepared a few charts to tell us how the consumer should be doing.

And number one, and Carl, you mentioned this earlier, retail gas prices.

We have seen lower gas prices. Remember, earlier in the year,

and really throughout the last few years, it's been all about inflation, high gas prices, high food prices.

Well, guess what? They've come down pretty significantly right now in terms of retail gas prices

around $3 level. So that's certainly helpful.

I also prepared food at home, which is grocery price inflation.

And if you look, we're getting much smaller increases month to month.

So this is the month to month chart compounded.

We're down to 0.1% gains on the month.

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