To view this email as a web page, go to the link below, or copy and paste it into your browser's address window. https://view.response.cnbc.com/?qs=86e09c616cd113d566686888d4e8afce03a66753e2f942e727d5914cab0a4ef341bfff7f42f7c0ed8d7832e3c20b5b2c9e724e76cdd7388c34ca7670bc63e7fcCNBC | Morning Squawk To view this email as a web page, click https://view.response.cnbc.com/?qs=86e09c616cd113d566686888d4e8afce03a66753e2f942e727d5914cab0a4ef341bfff7f42f7c0ed8d7832e3c20b5b2c9e724e76cdd7388c34ca7670bc63e7fc here. https://click.response.cnbc.com/?qs=704ded265630ba5675a1585f2f2899986e6cd4441e80bdd78d62afb33143e2dae86135e78a30588f1b55383e673d780e8ea75bed4ce26d54 https://click.response.cnbc.com/?qs=704ded265630ba56c09486f420c8b9799dd8e7ebb732ae08f1549eb944353e871ee34540af8731e862d764ae9e55e3f173cea611e0973a11 IN THE NEWS TODAY Futures are pointing to https://click.response.cnbc.com/?qs=704ded265630ba56b56da070175bb80c066c9356c2faebd3456029be1b4d40ca6070d603536ef0355bcf3d6d56845daf5d69cf622ea05532 modest gains at the Wall Street open following the long holiday weekend, which would continue a bullish February for the markets. The Dow has been up for seven consecutive sessions, while the S&P 500 and Nasdaq have been higher for eight of the past nine sessions. All three are coming off record closes on Friday. (CNBC) https://click.response.cnbc.com/?qs=704ded265630ba56804ba3ba780b679d747e2b4e68bc3754697fe5ee4ef4631c04b54633bb22eb9be04ef34bd8ae1cdba1f68a5fa1999964 Oil prices rose on data showing hedge funds placing massive bets on the North Sea and U.S. crude as OPEC's promised production cuts squeeze supply. (Reuters)Separately, analysts at Citi predicted https://click.response.cnbc.com/?qs=704ded265630ba56129fb67ba63714f8890b584ffcb73754d96cb83ea66736855c29b7f0769b2747586b8d2e89e8eb05bfec5b722f380411 crude oil prices could rise to $70 a barrel by the end of 2017 in a note to investors. (CNBC) https://click.response.cnbc.com/?qs=704ded265630ba56924cf27b127ed267b63cabbe8142a2086aeed94e50de1b228b91184e097b8b710d5c58f02f6b26724ba4077a79f7968c https://click.response.cnbc.com/?qs=704ded265630ba56e2ae4f6dc8d4c05accfa96b486149761bff5bef18f1ba9bb6539bebc0d43320044a9a13a35b5f8525a019b05767da7e2 https://click.response.cnbc.com/?qs=704ded265630ba5610b2887e3f881aa68797e9c39cc8474adb0c4d1784dd018641b7d499958cc93fd4d521f001d32d9f5ffd0b057555a73a President Donald Trump https://click.response.cnbc.com/?qs=704ded265630ba56ed05b0df4b7816c13661bf2158e3913de925e3634729b85dd99a3f54d9af31659dc413ade2ba882d576dec75954dc36f tapped Lt. Gen. H.R. McMaster as his next national security advisor, calling the Army officer and strategist "a man of tremendous talent and tremendous experience." (CNBC)The https://click.response.cnbc.com/?qs=704ded265630ba560cc2f86d57d0e1f1371b341cc45c21691f6034a5fbe457b2d3bf86cca83efbd512f03a12613be7b85a2b4ec6ba5e6b09 White House also said retired Army Lt. Gen. Keith Kellogg, who was Trump's acting advisor, would serve as the National Security Council's chief of staff. (CNBC)Trump plans to introduce a https://click.response.cnbc.com/?qs=704ded265630ba5691e9cdb7d34a9b712604f1ae80b22bf69060e62d19a433806dedf3868c3b9e397b4c8a2295b92f2b4b397379790c4b4c revised version of his controversial travel ban , a temporary order targeting seven Muslim-majority countries, that will focus on fewer people to avoid legal challenges. (USA Today)A CIA analyst who had served the intelligence agency for a decade https://click.response.cnbc.com/?qs=704ded265630ba56fe314c6f7ba8d7dd1b8bcf90e54b44b7f4b670210bc95b6f1a0caa0223d9e245a247536b511fdad07f26c8cf1d81e669 quit his job , citing an inability to serve the Trump administration "in good faith." (CNBC)Over a dozen chief executives, including the heads of Boeing and Caterpillar, sent a https://click.response.cnbc.com/?qs=704ded265630ba562e1f139ed4896a5c9b82acf3d720f558bd75799c7d4a05ae1b8dc033a54697a23a2644b8678a0efb2bc6b98affaad508 letter to House and Senate lawmakers calling on them to overhaul the corporate tax code via a controversial proposal that would lower the cost of exports while penalizing imports. (CNBC)On Monday, CPAC organizers rescinded their invitation to https://click.response.cnbc.com/?qs=704ded265630ba56f49de69bbc3f17cd3283b4b26369aa5fa3bc7b5f882a139ff35285832c0a516e46df789681f7d4de28fd048a2d9b9360 Milo Yiannopoulos to speak this week after the controversial Breitbart editor downplayed the issue of pedophilia in a video leaked online. Simon & Schuster also canceled publication of his book "Dangerous." (NY Times)"Not My President's Day" https://click.response.cnbc.com/?qs=704ded265630ba564db0fb77a10d266263496e89070e4f3f9c775c2b85d15952146eb37bc55a8b17c0defebc907ab4266f3c867ed9ce5f04 rallies took place Monday in New York, Chicago, Los Angeles and more than two dozen other cities that participated in the nationwide protest against the Trump administration. (NBC News)Home Depot's earnings report https://click.response.cnbc.com/?qs=704ded265630ba5645bb69f1f1bef2c78514f86866c4e76693b623a482a7309000cef51179615c7ae0aa76aa2857d4923b1fb086ecb1f598 beat the Street's expectations , with EPS of $1.44 versus the estimate for $1.34. The retailer also announced a 29 percent dividend increase. (CNBC) https://click.response.cnbc.com/?qs=704ded265630ba5691e50916b59d207df58e6124f3b76ea0e0743afd26520b9b6e719d91dfc4dbb6cd61cc1af423d9dcc6590873ef8e9e94 Wal-Mart earnings also topped Wall Street estimates on earnings per share of $1.30 versus the expected $1.29, as the retail giant's U.S. business accelerated in its fiscal fourth quarter. (CNBC) https://click.response.cnbc.com/?qs=704ded265630ba56da34c90ddb1d17298a0ecd044acd8ed740aa4515d3edc5d20749d2dd67a02db5328c73ee49dc87b115a261e4299bb7ba HSBC reported a 62 percent drop in annual profit, with the bank's bottom line falling well short of analyst estimates. The results reflected significant writedowns from restructuring, among other factors. (Reuters)Kraft Heinz walked away from a https://click.response.cnbc.com/?qs=704ded265630ba5668266a065285a8a55c9558fc2bc6f43b0d14884774a08950e12d51c82fa7bd499fa74126ec866d39ba89de1ce3ae3a30 $143 billion deal with consumer goods giant Unilever on Monday, but now the two companies are under pressure to deliver faster growth. (WSJ)Restaurant Brands International, owner of Burger King and Tim Hortons, is https://click.response.cnbc.com/?qs=704ded265630ba563d513d4edf39e289f830b7481cbd45bceee972e858342ed851256752e3d03df35a6eefc315a31c4d39e33917f5f6ed82 nearing a deal to buy Popeyes Louisiana Kitchen for more than $1.7 billion, Reuters reported. The deal could be announced as early as this week. (CNBC)Uber hired https://click.response.cnbc.com/?qs=704ded265630ba56d1c65258bfa3c4d080fbbe07cd9cd098820ea9055c42af2207b70c12abe8575a31bfddf69213939af0c2b977c4ec71fe former U.S. Attorney General Eric Holder for an independent investigation into a former employee's allegations of sexual harassment and gender bias at the company, which she published in a blog post online. (CNBC)BY THE NUMBERS The shortened trading week gets off to a slow start as far as economic data is concerned, with no reports on the schedule for Tuesday. However, there are three Fed-related events Tuesday, with Minneapolis Fed President Neel Kashkari, Philadelphia Fed President Patrick Harker and San Francisco Fed President John Williams all making public appearances. Kashkari and Harker are voting members of the FOMC this year, while Williams is an alternate member.Dow components Home Depot (HD) and Wal-Mart (WMT) lead a busy morning of corporate earnings reports, with Macy's (M), Advance Auto Parts (AAP), Cracker Barrel (CBRL), Genuine Parts (GPC) and Medtronic (MDT) also scheduled to report.After the bell earnings reports Tuesday include American Water Works (AWK), First Solar (FSLR), La-Z-Boy (LZB), Newfield Exploration (NFX), Newmont Mining (NEM), Papa John's (PZZA), Red Robin (RRGB) and Texas Roadhouse (TXRH).STOCKS TO WATCH BHP Billiton (BHP) declared a first-half dividend of 40 cents per share, more than double the year-ago figure of 15 cents and above analyst forecasts for a 34 cent payout. The miner's move reflects the rebound in commodity prices, although BHP said it was still prioritizing paying down debt.Las Vegas Sands (LVS) Chief Executive Officer Sheldon Adelson told a Tokyo investor conference that a casino-based resort in Japan could cost up to $10 billion to build. The company is bidding for operating rights in what could become the world's second-largest casino market after Japan's legalization of casinos late last year.General Motors (GM) got a positive mention in this weekend's Barron's, based on its plan to sell its Opel division in Europe. The paper said selling Opel could free up as much as $1 billion in cash annually.Microsoft's (MSFT) Windows 10 operating system is still under scrutiny by European Union privacy watchdogs, who say they are still concerned about the privacy settings despite a recently announced change. The officials say users lack control over how Microsoft uses their personal data.WATERCOOLER Kellogg's will turn its New York breakfast cereal bar into a https://click.response.cnbc.com/?qs=704ded265630ba5631d27d8f6166c4790804cf423adabe2a2c23d9f370965bea8691ca4f95f2af08f15a090feafd7e79097f6c65c26749f8 Pop-Tarts-themed location that serves dessert versions of pizza, tacos and fries made out of Pop-Tarts. (USA Today) https://click.response.cnbc.com/?qs=704ded265630ba56a5ecfe774dc9a138ab8adf45f3e8d85da17bc71a870aa0c340489c9e9cd751de81d85f582d25c261311910e164b55e2c Traffic jams set U.S. drivers back by an average of $1,200 a year in wasted time and fuel, according to an Inrix study. The price is much more in Los Angeles, which has the world's biggest rush hour delays. (Reuters) CONTRIBUTORS https://click.response.cnbc.com/?qs=704ded265630ba5671e7af99d534e56109d04ae4f412106c0597a064d7810b4363a592aaf2b34d04591581c24827f96095680a8decd89357 https://click.response.cnbc.com/?qs=704ded265630ba5671e7af99d534e56109d04ae4f412106c0597a064d7810b4363a592aaf2b34d04591581c24827f96095680a8decd89357 Matthew J. BelvedereSenior Producer https://click.response.cnbc.com/?qs=704ded265630ba56844f8160acf340e855c8a3685555c8e52450a5165de618771830b4308574f92f82371b9cc21f50750967c367d8842e26 @Matt_Belvedere https://click.response.cnbc.com/?qs=704ded265630ba561c738a14e3b2867938f4a6161f65f1e0702fd1b5dde4b5ac7eab1acd26c2c8eb1d9b9930e86a660167a12fea4344c76d https://click.response.cnbc.com/?qs=704ded265630ba561c738a14e3b2867938f4a6161f65f1e0702fd1b5dde4b5ac7eab1acd26c2c8eb1d9b9930e86a660167a12fea4344c76d Peter SchacknowSenior Producer https://click.response.cnbc.com/?qs=704ded265630ba56bd1ca975ff914b674deef8c0eff9587b5bc9d26643bce2932f484b8fb24b024b50f45954b25a430c8f0c387e202a4d12 @peterschack Feedback We value your input—use https://click.response.cnbc.com/?qs=704ded265630ba56958935dcc7727fe752352cbc2d895542cb0c2e1d08c31d63a3ae378d9710574bff3e20dd94827a0a878cb57d3e0bf9c5 our simple form to let us know what you think. 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