Market Moving Insight and Analysis joined Jim Kramer, David Faber, and me, Carl Kintania, on the opening bell hour of CNBC Squawk on the Street. Good Tuesday morning, welcome to Squawk on the Street. I'm Carl Kintanio with Jim Kramer, David Faber, Post 9 of the New York Stock Exchange. Futures down small here as we brace for a very crowded newsday. The Fed meeting begins. Instacart goes public,

potus at the UN,

the auto strike in day five,

and corporate events at Intel. crowded news day. The Fed meeting begins. Instacart goes public, potus at the UN, the auto strike

in day five, and corporate events at Intel, Disney, and others. Our roadmap begins with the Fed watch,

though. The street betting the central bank will stay put on rates as it kicks off a two-day policy

meeting. Plus, oil is trading at 10-month highs, 100 bucks perhaps in the cards, and Instacart

reading its Wall Street debut, pricing at 30.

That's the first of five listings this week.

And it is amongst the first of the tech unicorns for the last few years to go public.

That's almost two years in fact since we've seen one go public.

Let's begin, though, with the markets in the Fed kicking off a two-day policy meeting.

Yield's got a little pop here, Jim, on Canada's CPI, re-accelerating for the second straight month.

Yeah, what a bummer the Fed must find itself in. You get these housing start numbers, and we're just not

building enough homes. So you default to what Lenard said

last week. A lot of companies, a lot of broker's houses raise numbers. Lenore today almost a

late reaction. But we just don't have enough homes. And we have this huge millennial bulge. And there's

just no doubt about it. They will not be deterred by these rates.

That doesn't mean they won't be deterred by higher rates, but these rates, according to

Stuart Miller, who's, I think the dean of the group and the executive chairman, Lennar, aren't

deterring anybody.

So you have fewer homes.

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