Market insight and analysis. You're listening to the opening bell of CNBC, Squawk on the Street.

Good Tuesday morning. Welcome to Squawk on the Street. I'm Carl Kintanao and Jim Kramer, David

Faber, post-9 of the New York Stock Exchange. The consolidation continues after last week's

equity bounce. Futures mostly red, even with yields mostly lower. Seven's Fed speakers today

and oil below 80 to a two-month low. Our roadmap begins with

this rally pause. S&P poised for a lower open after a six-day win streak. Plus, C.R. Horton delivers

an earnings beat the home builder with an upbeat forecast. It is betting that housing demand will

continue despite, of course, what are those very high mortgage rates yeah and well

fed expectations what would a morning be without them austin goulsby telling cnbc there is still a chance

to get inflation down without causing a recession let's begin with the markets and this win streak

that we've got going jim interesting debate actually taking shape between Kosh Kari and Gouldsby this morning.

Yeah, look, I think that these guys are all kind of positioning themselves very much in the camp of,

hey, if it gets better, if we start getting some, you know, continue weak in numbers,

we're in good shape.

But if we don't, all right, then maybe we have to do something in January.

I keep coming back to the time frame of where we are. We're in November. We're almost through earnings. Earnings are, in retrospect, not as damning as we thought. Magnificent Seven can carry us through, all of them up. And then, you know, I know this is a little too granular,

but I see you Neil Cashcarry and I raise you Data Dog.

Because what happens is at this point, when you have interest rates go down,

people start salivating for these high multiple stocks.

Data Dog delivers a quarter, which then inspires Snowflake,

which then inspires Twilio, which then inspires Oracle,

which then will inspire Amazon, which then will move meta,

...