Are investors right to declare virtual victory over inflation and position for an easier fed? And is the stock market\u2019s two-week pause a routine refresher or a warning that the late 2023 rally ran too far? Dan Greenhaus of Solus and Invesco\u2019s Kristina Hooper weigh in. Plus, a CNBC exclusive with Citi CFO Mark Mason following that company\u2019s earnings report earlier today. Henry McVey breaks out his playbook for 2024 and tells us where he is seeing opportunity this year. And, it was an ugly day for airlines. TD Cowen\u2019s top analyst Helane Becker reacts to that sector\u2019s sell-off.