Starwood Capital Group CEO Barry Sternlicht explains why he’s worried the current “nirvana” for investors could evaporate. (1:23)

CNBC's Rick Santelli discusses the latest action in the bond market, and the U.S. dollar.

CNBC's Phil LeBeau reports Transportation Secretary Ray LaHood is leaving the Obama administration. He will stay until a successor is named, according to AP.

Apple announced its 4th generation iPad will have 128GB storage capacity, and Ford reported earnings per share of $0.31 this morning, with the "Squawk on the Street" crew.

Jim Cramer explains what to watch ahead of the open, including how VMware is trading after the company estimated it will earn between $5.23 billion and $5.35 billion in revenue in 2013.

The latest S&P/Case-Shiller report shows U.S. home prices continued to rise through November of last year, with David Blitzer, S&P 500 Index Committee Chairman.

Discussing the housing market, and where business is improving, with Barry Sternlicht, Starwood Capital Group. "I think you'll see the homebuilders have a multi-year recovery, and a couple of million jobs will be created in the housing market," he says.

CNBC's Steve Liesman reports what participants of the Fed Survey had to say about their expectations for quantitative easing in 2013. 28 percent think QE will end in the fourth quarter of the year.

Discussing whether earnings and jobs data this week will help or hinder the rally, with Barry Sternlicht, Starwood Capital Group; Jim Paulsen, Wells Capital Management; and Douglas Cote, ING Investment Management.

What investors can expect from private equity and business in 2013, with Barry Sternlicht, Starwood Capital Group. "I don't think investors and heads of PE firms are so confident on the direction of the economy," he says.

CNBC's Steve Liesman reports what participants of the Fed Survey had to say about spending cuts and the deficit problem. 80 percent of the 52 respondents say the U.S. needs to solve the deficit problem now.

CNBC's Phil LeBeau reports Ford CFO Bob Bob Shanks says the company is seeing incredible strength in North America, and also expects 2013 to be the year Europe's losses bottom out.

Dissecting the market's latest action ahead of the Fed's statement on Wednesday, with Barry Sternlicht, Starwood Capital Group and Charles Campbell, MKM Partners. "Treasury yields are moving higher because of good economic data," says Campbell.

CNBC's Phil LeBeau reports Ford earned Q4 earnings per share of $0.31 and revenue of $34.5 billion.

The S&P 500 ends its 8-day winning streak, with Kevin Ferry, Cronus Futures Management and Jeffrey Saut, Raymond James. "Stocks are the place to be," says Saut, in discussing stocks versus bonds.

Yahoo reported earnings per share of $0.32 and revenue of $1.22 billion for Q4. Anthony DiClemente, Barclays, shares his reaction to the numbers.

CNBC's Kelly Evans tells you what the markets will be watching as we approach the start of trading in the U.S.

There are reports that a key Iranian nuclear site was rocked by a massive underground explosion. John Batchelor, The John Batchelor Show host, shares his opinions.

Discussing whether spending cuts would boost the U.S. economy, with Dean Baker, Center For Economic & Policy Research and Phil Kerpen, American Commitment and author of "Democracy Denied."

Mad Money host and former hedge fund manager, Jim Cramer, provides stock traders with all manner of investing advice.