am so pleased to be joined by alan adams lifetime cattle farmer on seventh generation family farm john kerry recently said more than 30% world emissions come from grig just talking about this listen to what mr. kerry had to say. >> we can't get to net zero we don't get this unless, agriculture is front and center as part of the solution, all of us understand here the -- the depths of this mission, this sector needs innovation now more than ever. >> so mr. adams you were saying farmers already do so much to improve the climate and you think you guys don't get credit tell me more about that a. >> for years we've gone ahead

and used feed stuffs that other animals can't digest one of the stories from a farmer's standpoint we are actually recycling a lot of carbon because we recycle the feed it goes back out on the fields as manure, there is all kinds of things that we're doing from a climate standpoint, and the research says that if we out on pastures, fields that we can store that carbon sequester it so there is a lot of things, that people don't really hear about. >> a you are involved in the science and technology another concern cost. any time government tries to implement new policy you worry about cost, maria that is a really big concern right now, because our food prices are still high something else to think about we send it back to you. maria: absolutely right great

point lydia hu, next hour of "mornings with maria" begins right now. maria: good wednesday morning. thanks for joining plea this morning. i am maria bartiromo, wednesday, may 24, 8:01 east coast, no movement on debt ceiling so far house speaker kevin mccarthy reportedly telling gop lawmakers white house is quote dug in on raising taxes increasing spending, some are questioning janet yellen, florida congressman matt gaetz treated i don't believe june 1 real deadline for default why aren't we making yellen show work from congress she couldn't see inflation from a mile away,s progressives will not accept spending cuts without a fight watch this. >> i think there would be a huge -- from our entire democratic caucus proves but also in the streets it is important that we don't take

steps down from very strong janned the president himself sheparded. maria: india senator mike braun member of budget agriculture house education pens kev great to see you. thanks so much for being here. >> good morning. maria: now that talks are dragging on we are at a stalemate, people issue going to start questioning what it is going to take to keep the republicans together. senator, what are your thoughts in terms of what kind of wiggle room, the republicans have, in terms of pushing back on president biden who says no spending cuts without revenue raise i meaning tax increases? >> so maria i have been here over 4 1/2 years come from world of -- running a business, in a state government, this only happens in one place, d.c. this is punctuated this time

with more drama, it is necessary about reforming the system go back to how this started, started basically, little over two decades ago five billion in debt bush administration added -- to it obama six trillion has been a borrowing frenzy ever since democrats and republicans. the status quo likes it the way it is because they spend -- as big omnibus bills, in your lap with two days to read them, when you are really up against a deadline we've got to do something can i have. kevin mccarthy has been out there because i think held accountable by 30, 40 fiscal conservatives in the house this different, mitch mcconnell, we won't default we will get it done but the issue is would we change anything

going forward running from kids grandkids latest greatest political adventure. maria: longer this continues without a resolution some say that we're going to have to see a temporary hike perhaps until october or, several weeks, is that on the table? >> so i think -- number one on this x date quickly, that has got -- that is not a hard date. the default in any other place would be when you don't make your bank principal interest payment we've got plenty of coverage for this, when it comes to doing anything between now, and the end of the fiscal year, i would wonder are we going to do budgeting are we going to do anything that actually ticks whatever this deal might be i hope we get most of it, if not, we are on the pathway of adding another 20 trillion in debt this next it back a

little under five trillion i think there will be something done. i think there will be a bipartisan deal that approves it, the question is what do we do in the long run is this temporary? or do we really get this country back on track? >>. maria: yeah, i am glad you mentioned long run because you have a new report on aging workforce, you have found 43% retirees considering going back to work are doing so because of inflation. inflation remains elevated even if off the highs of the last year. your thoughts? >> so inflation was it is out of the bay political uprising occurred on top of what we did during covid we shut economy down dumped fiscal stimulus in guaranteeing to start some inflation democrats doubled down on the last two years we got house back put torn kwit

out of that createsness requirement not only that esg, trying to direct you, into something other than best return. maria: yeah. >> bringing people -- back into workforce, because they are uncertificate what future looks look precoughed how good it was working. it is not hard to figure out what we do we have discipline to do it that is what i have seen lacking since i have been here. maria: i see senate laughing a little how come not hearing from senate in terms of debt ceiling debate? >> i think here, leader mcconnell on our side, schumer is in a tougher spot he knows that he and the democrats biden administration, have given -- inflation where they doubled down on it mcconnell took point of view have to be

worked out between he house and ht little risky. i think that will get done, but see through the smoke and mirrors, what are we going to do when over are we going book and morph into same approach? the medicare trust fund goes broke in four years, social security -- five or 10 years we've known for decades not to mention a crowding out effect of interest, soon paying interest as we do on all discretionary spending domestic and defense, a sad picture. maria: 10 trillion dollars in interest next ten years is expected incredible i know you are leading a bipartisan effort asking ftc what it is doing to protect elderly person theres a.i. voice scams i want to get to that quickly we are running out of time artificial intelligence is able to, take on some worn's voice and scamming seniors?

>> senator blumenthal in a committee hearing said that is not me that is a.i. i have never seen anything, in entrepreneurial business world for my career, where new technology is being for warned about nefarious ominous aspects of it by the people that the created it. we better be careful with it, because we don't know when going to be good or bad, from what i see be careful before we ins least it. >> chinese chinese wants to bet us at the that, too if they are first we don't know where they will take it as well more threats there senator, really good topic to raise, and i am glad we discussed it we will be watching it thanks very much for being here this morning. >> thank you. maria: all right. mike braun joining us quick break americans finding president biden's mental if

it's all deals as we await ron desantis making it official tonight, investing in chinese companies threatening national security? you are watching "mornings with maria" live on fox business. ♪ ♪ what if buildings could tell you how they could be more efficient? i'm listening. well, with ibm, you can use software to help you connect and analyze data— from hvacs to elevators to lights. what if we use ai-driven insights to pinpoint inefficiency? yep. and act on it. saving energy, money...

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were, were accumulating. >> key don't know, president biden making several gaffes at g7 past weekend poll finding 62% americans believe biden's fitness a concern in elected president would be 8 of the end of second term another shows both the biden 2024 primary challenges are in double digits biden at 64% robert f. kennedy, jr., and marion williamson at 11% what do you make of numbers. batya: interesting a indication to demand -- 11% who would have thought williams rfk could get there so son announce i think great democratic voters given a real choice i hope primary shakes out a significant one . maria: some comments that robert kennedy makes, i totally agree with. he is he is a libertarian seems to see things down

middle i don't know. adam: i think like a joe manchin i describe "blue dog" democrat one we could probably as republicans sit across the table from agree on issues substantive issues the young rfk, second rfk makes a strong pitch. >> the reason resonates with me i am independent i feel most people i hang out with are hanging out in middle might lean to right on some issues to left on other issues coming out like independent right in the middle i like that. >> look i always wants to respect the office of the presidency but is becoming very difficult you see president biden 80 years old compare from a couple years oaring any rational person can see a mental thereon they

believe menant fitness a liability. >> national security i don't know worst his gaffes or kamala harris's speeches like speechwriter is terrible, he it is just. >> at the are the same. >> right the gaffes starting to sound came word salad unfortunate they both suffer from inability to express themselves in cohesive sentences one flows to the next to mar's point important in day's climate you have aggressor in rush aggressor in china, we are can't even articulate our stance? let alone have an aggressive stance back at them? not a position we want to be in. maria: very disturbing sure is also disturbing debt ceiling negotiations market down as investors watch debt ceiling talks, no agreement yet waiting economic data this week eyes on federal reserve may meeting minutes 2 pm

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detroit moderation. maria: welcome back, take a look at futures this morning down again, as you can see, time is running short to avert a default get an agreement on the table, to raise the debt ceiling, and rogeren spending nasdaq down 58 joining me to talk the rest of the year market today bank of america vice chairman keith banks great to see you. >> good to be hesh. maria: thanks for being here how would you assess liquidity action in the markets enthusiasm to invest in stocks today. >> it is interesting, with short rates, as high as they are, whether money market funds short term fixed income investors can sit on sidelines be patient accumulating cash flow, there is no more fomo, fare of missing out they can sit back i think they are wait to get clarity we believe that

we've been in trading range called 3,800 to 4200 choppy we think a that is going to continue, until additional clarity important issues i think trading enhancing holds. maria: yet seeing pretty good performance when it comes to retail, this morning we have two outsized moves abercrombie & fitch big kohl's better than expected revenue this morning i want your take on the retail macrostory, a busy we can for economic data federal reserve minutes out, today, pm eastern, tomorrow got second read first quarter gdp friday pril durable goods orders pce what is your take on macrostory what you've seen from retail numbers. >> if interesting thing, i know ceo brian moynihan talked about this a lot with you people underestimated the consumer we get great data on

bank of america because of customers tracking closely what they've been doing number one if you look at their savings accounts, the cross the entire -- wealth cohort every consumer is still level having savings above where they were pre-pandemic from 40 to 70% so number one still flush with cash. number two, consumers are smart locked in lower rates so leverage is not a problem rates have gone up, are there not impacted by that, we've got 3.4% unemployment rate. so jobs plentiful we put that together there is a will have the still a lot of buying power out there. and you've seen that one of the reasons why the economy has been more resilient than people expected was because of the buying power of the consumer and you saw first quarter in growth consumer spending grew 3.7% in q1, a

lot concentrating if january part also came from the fact that there was 8.7% increase in social security payments, that affects 66 million people you put all that together if economy two-thirds of our u.s. economy being consumer spending that is an important element hasn't waived i guess acceptance for federal reserve to step away see how ten rate hikes actually impacted things one guest on earlier says 18 months to feel true impact may be we haven't seen the slowdown yet? do you think fed pauses in june. >> we think fed stays powderized we don't see a cut our base case not a cut in year but you are right, there is a lag of monetary policy still going to see delayed effects of that, and i think the fed realizes that one of the reasons we think they are going to pause here see how economy plays out, because

what fed is also going to see is companies have done well, as you know we saw surprisingly good numbers in first quarter. maria: yeah. >> expectations have been lowered having said that what is happening is input costs cross that companies are dealing with, are -- are -- basically going down. at the same time pricing pour remaining sticky margins came in surprisingly good, companies are also focused on cost efficiencies, so operating leverage is very strong we've got 71% companies who have reported, beat sales 78% beat earnings 58% beat both, forward guidance more positive than thought, so good consumer companies hanging in there, more resilient economy. maria: i like what you are saying, but at the same time there is fare out there keith i spoke with a consultant the other day said when i speak

with ceos they are battening down hatches cutting back on spending saying we to want know what second half looks like going to wait because, we are not going to be putting new projects in place right now, you haven't seen too many ipos we had a segment lack of activist lack of pli. anda what is it taking back to get juice back in markets in business activist. >> clarity still mack uncertainty calling for mild recession a recession beginning around third quarter this year to the beginning part next year so i think ceos going to want to get clarity what will economic environment look like where will rates go? is fed truly paused will fed cut? then what is going to happen still a lot of a lot of noise o globally china reopened how strong will their growth be in

war in ukraine a lot of macro valuables week on a finds of ceos you have to get more clarity alsos terrorize consumers at some point they want additional clarity as well. maria: we need to see clarity on jobs picture right now employment pretty strong we don't know if that changes materially later in the year at the end of the day you've got to put money to work how do you lat capital in this environment, of you know, uncertainty over macrostory. >> we've been defensive we are right now we have been continue could be neutral on cross asset classes, neutral fixed income neutral equities focusing on high quality overweighting more defensive sectors then wait and see how things play out. as time goes on like to see ability increase spoufr to small cap international right now slightly overweight u.s. again quality bias slightly under watt international developed fixed income

relatively short will look for opportunities to creature as time goes on. >> glad you side small caps under microscope right now because of the the worries over regional banks of silicone valley collapse, regionals providing lending to 90% small business do you worry about an issue, given the new concerns around you know small banks and impact on small business? >> well we have to keep an eye on that obviously, a lot of concern about commercial real estate lay will say right now if you look at it, you know dent servicing much better shape than last time loan to values are lower right now the charm off rates are low doesn't mean you continue to see buckle up of issues that is important, as you know, especially small cap very exposed to u.s. economy if u.s. economy begins to get weaker will weigh halve on small caps a point at which

better entry points increase weighting in that area keith banks bank of america morning movers abercrombie & fitch and kohl's story in premarket if face of weakness take a look the retailers posted double beats this morning abercrombie & fitch lifting forecast breath on steady demand for summer back-to-school kohl's a surprise profit expectations was for a loss, also cut competence inventory cut costs, under a newly appointed ceo kohl's up 13% abercrombie & fitch up 16 3/4, deadlocked on debt coronavirus says he and white house nowhere near agreeing to a deal kentucky congressman andy barr is here with the latest, next. stay with us. .

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maria: welcome back. a maryland mother daughter was killed by an alleged ms-13 gang member with a message for lawmakers, cheryl casone with

details. cheryl: maria tammy nobles daughter strangled to death in july last year a tooenl illegal immigrant from el salvador ties with m13 with murder calling on congress to act before this happens to another familiar. >> obviously, the worst day was a parent doesn't want to hear my newly -- 20-year-old daughter was murdered in her own room left on the floor like trash, the murderer was apprehended by border patrol, crossing illegally into u.s. for me not a political issue this is safety issue for everyone living in the united states, this could have been anyone's daughter. cheryl: new video shows high-speed pursuit of smuggle suspect arresting i will grant from honduras four from mexico. >> federal reserve researchers using tweets to predict market sentiment financial sentiment

index using 4.4 million tweets related to financial market development found tweelts help estimate next day stock market returns, data has some power in predicting how much central bank will hike interest rates, new york city, is where dreams are made of but not if a recent college grad wallet hb naming big apple worst place to start career looks at number ofn'try level jobs available starting salaries, housing affordability there you go, some best places atlanta georgia, orlando salt lake city colombia south carolina tampa, florida, are -- two cities in florida. maria: thanks very much. >> republican chief negotiate garret graves says a significant gap on debt ceiling talks, sayings the white house needs to acknowledge washington spending problem first. house speaker kevin mccarthy hopeful here is what he said

watch. >> -- talks? >> they've got -- um -- >> broke down, going back -- but some -- ways for some numbers on some challenges we have i believe we can get there get there before june 1, joining me kentucky congressman member house financial services committee andy barr thanks very much for being here what are odds something get done before june 1 given fact president keeps saying even if he agrees to some spending contracts he wants revenue there, that means higher taxes. >> well, higher taxes are off the table. we don't have a revenue problem. we have an overspending problem in washington, that i believe there have been modest progress in is asking i did talk to colleague this morning, negotiations have been -- um -- moving forward over the over the evening last night. but the fact remains that that

after house, senate democrats and president biden increased the nation spending trajectory by 10 trillion dollars over first two years of the biden administration, the president of has been missing in action for the last six months on these discussions, related to avoiding a default we all know we have to avoid default but avoiding short term default not only issue in terms of protecting full failth and credit of the united states, in medium long term full faith credit of united states in jeopardy because we are spending money we don't have, 32 trillion dollars, in debt is simply unsustainable, and putting our head in the sand asking for another credit card is not going to protect the sustainability of a country in the long run, that is why republicans are -- passed a bill only ones passed a bill to responsibly raise debt eliminate not just issue a new

blank credit card to democrats and the president to continue to spend our country into bankruptcy. >> the longer this goes on stalemate, has people this could that you are going to have to agree to a short term raise in debt ceiling even if next couple weeks or couple months. are you discussing that you would raise debt ceiling perhaps till october. >> i don't think we need to i think we need a recognition by the administration, that some reasonable spending limitations need to be put in place not as if republicans are asking for anything unreasonable we are simply asking that we go back to fiscal year 2022 spending levels not like asking to go backing pre-covid, if very, very modest 1.5 trillion dollars in spending are apparently democrats president don't think that is enough. 1.5 trillion dollars in nonmandatory discretionary

spending, then even proposing a 1% increase per year over time, this is not unreasonable given the 32 trillion dollars national debt. so what i think republicans are asking for is just a show of some good faith on part of the president that we're going to put some modicum of, spending discipline in place, so that we don't continue to steal from next generation of americans. >> i want to ask about work on house select committee on strategic competition between u.s. and china, this is a story that we've been talking about for years, and that is why we have so many indices that are investing in chinese companies even if sanctioned, and the thrift fund the 401(k) for government employees with this open opportunity to invest in chinese companies and maybe investors are he were inadvertently fund can go

expansion of communist china "newsweek" writes since june 2022 the federal government retirement plan offered members toppings invest some savings in thrift savings plan, 5,000 mutual funds some in chinese companies at least in my opinion u.s. government sanctions or watch list i know you have legislation to block u.s. capitol from flowing into companies you spoke about it in a u.s. ho hearing last week let's watch. >> full -- sanctions that means no risking on u.s. exchanges no equity, no debt, no vc no private equity red light very precise identify them green light everything else is that clarity that u.s. investors need? >> i believe it is. and after all, these are u.s. sanctioned entities let's start there if you want to

talk low-hanging fruit as to how we go about trying to lower radically the american risk exposure to have particularly the bad actress in china's corporate world this is a very good place to start. maria: that was roger robinson a guest on this programming of oneing on this for years congressman why did joe biden back in 2013 sign a mem memorandum of understanding opening up floodgates funding communist china? >> that is right, and that is a head scratcher why joe biden did that i think of all issues, in the multifaceted competition and adversarial ripe with chinese communist party this is a huge story i know you've been on top of it

millions are unwittingly financing rise of chinese communist party, financing chinese military technology, surveillance companies that actually threaten our national security, the savings plan obnoxious offensive u.s. service members and their retirement unwittingly financing the very adversary that they could well be in conflict with in future what we're doing with legislation not just addressing the savings plan but literally over 1.2 trillion dollars, in u.s. holdings of chinese debt and equity securities in these cos natiol security concern. we want to give the american and also non-u.s. investor communities clarity, so we use the power of treasury sanctions to be very precise about identifying, those blacklisted chinese companies that threaten our national security, again these are

military companies, they are technology companies, telecommunications companies, companies help with genocide of the uyghurs human rights' violations, and we are going to be precise also going to force the various agency of the federal government to commerce department treasury and dod, coordinate across the very the various lists that we have sanctions lists so that so that there is a coordinated strategy by u.s. government to prevent capital flows from fueling the rise of china. maria: i mean have i joanie with gina raimondo to host a dinner for sxart in china this week on thursday having a dinner a couple weeks ago, i think that white house was, floating out this story that joe biden would come up with limitations in investing, in chinese companies that he would release it during g7 or around g7 that never happened. i never saw any limitation to

say invest in chinese companies where is it? >> yeah. it is it is nowhere. and a lot of lip service from this administration. you know the president, and i heard him on your program early, are clip, where he said he didn't want he wanted to -- did not want to decouple across the board, the reality is we need strategic targeted decoupling because if we don't, the american people will will he unwittingly financing china. look. this is a national security imperative we protect u.s. investors limit capital flows that harm the united states and our allies, in this -- this multidecade competition that is in front of us. maria: i don't think ray dalio larry fink see it that way they've been doubling down investing in china final word. they have, that is the problem. is that if we do not provide the rules of the road, this --

this will continue to happen. and the very the very ceos who are on esg pushing discriminating against american energy companies saying triple down in china where is patriotism give the clarity we need for national security. >> that is rich when you consider esg moves thanks very much for being here we will keep a spotlight on it andy barr in d.c. and we'll be right back.. . ♪ the biggest ideas inspire new ones. 30 years ago, state street created an etf that inspired the world to invest differently. it still does. what can you do with spy? ♪ ♪

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raimondo maria: welcome back, apple announcing multibillion-dollar deal with broadcom to create domestic 5g chips technical giant saying part of commitment to invest 430 billion dollars in united states. joining me right now web bush securities managing director senior equity analyst dan niles thanks so much for being here this is also an mission that china is an issue having all your supply or a lot of supply in communist china what is your reaction to this? >> look i have been essentially apple did question diversifying we have seen in if especially in u.s. with broadcom this has been flexing the muscles going to build out in terms of supply chain within u.s. not just talk i

think this is a big piece of really the cupertino strategy that tim cook is sort of going after next few years. >> i wonder if partly pressure from lawmakers watching communist china watch into companies like bane con subtle subtleing rated the place steel but will property i spoke with carolso jimenez he said you need get out of the china specifically apple. >> apple unbelievably vulnerable to china we advise time to get out phenomenal china will pull that string will cut you off. maria: i know you wrapped up a two week trip to asia. >> her definitely seeing more shy away from china toward

u.s., i think a clear sentimentship a lot of stock alibaba you never know what is going to happen coming out of beijing so you see a lot more to u.s. -- moderating pap continues hearts and lungs you are seeing diversification i know you said a.i. is 800 planned opportunity chatgpt brought major competition among tech giants elon musk spoke to "the wall street journal" ceo yesterday about future of a.i. said i think is there should be significant third horse in the race i don't want to jump the begun on announcements but openai relationship with microsoft seems to worker very well fairly well possible twitter at thes lav would have something similar i want your thoughts where growth in tech

is but i've got two great servers on it with me. >> dan, i think you like microsoft as great a.i. i am car youious why you picked microsoft over anyone nvidia a big growth industry wise to pay attention why microsoft for you as lead player here? >> yeah, clearly, i mean microsoft and anyone nvidia the winners but i think for microsoft right now the chatgpt, and for every hundred dollars cloud revenue increased 35 to 40 years of that over coming years right now, microsoft and anyone nvidia top everyone chased that i view it my opinion, 22 years covering tech stocks, transformational themes we've covered. >> can you quantify where 800-billion-dollar number you

think artificial intelligence 800-billion-dollar business i am with you love your preaching to choir but where does that 800 come from. >> sure, basing all work over the last few months, we basically believe for every 100 dollars of cloud, there is about 30, to 40 dollars of that has on a.i., so when you start to trajectory that out that would conservatively be 8 hundred billion over next decade clearly could be more, but i think really, right now this is a "game of thrones" getting played out microsoft nvidia are you have apple meta google chasing after them. >> you are conservative i was reading estimate from pwc, cease ai economy contributing 15 trillion to the global economy by 2030 you are on conservative side where do you think under, the radar, a.i. companies that you are following, maybe even in private markets that you think would be interesting to could

come public because, obviously, with whether hundred billion, 15 trillion dollars that market is huge a lot more room for more than two players. >> yeah, look. i think when you look at names snowflake, i think potential a.i. plays in the call center, nice systems in have a.i. play, sound town, another a.i. play. on speech side i think this is an entrée playing out, it is not going away right now u.s. has you were hand versus china, in terms of all the work we've done really around the world and a you like nvidia. i love nvidia the fastest chips in the world as dan knows, i think we are out of time could go on all morning. >> dan good to see you. thank you so much, dan, we will be right back. . sters." because i think we looked... yes. right. yeah. and i don't think at that time- i think you're the one to tell me

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