Squawk on the Street

Latest Episodes:

SOTS 2nd Hour: Another Day, Another Trade Headline: China’s Latest Moves + What It Means For Stocks and Bonds 4/11/25 Apr 11, 2025

Show notes

S&P, Dow, and Nasdaq all on pace for gains week-to-date, despite another volatile first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest as China strikes back with additional tariffs on U.S. goods and bond yields see another big jump. Consumer Sentiment coming in at multi-year lows before the team headed live to Beijing for a read from the ground – and Trivariate’s Adam Parker discussed his top picks here, along with Goldman’s Chief U.S. Economist -fresh off the firm’s quick turn on a recession call earlier this week.

Plus: A deep-dive into new numbers out of the Big Banks… JPMorgan, Wells Fargo, and Morgan Stanley all reporting results this morning: what they’re saying about the consumer – and President Trump’s tariff moves.

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Volatile Week: U.S.-China Tariff Showdown, Big Bank Earnings, BlackRock CEO Fink "First on CNBC" 4/11/25 Apr 11, 2025

Show notes

After a Thursday sell-off that negated much of Wednesday's historic rally in stocks, David Faber and Jim Cramer discussed what's next for investors after a volatile week

for equities and the 10-year Treasury yield topping 4.5-percent. China retaliates against the U.S. by raising tariffs on American goods to 125-percent. The financial sector

kicks off earnings season with quarterly results from JPMorgan Chase, Wells Fargo, BlackRock and Morgan Stanley. BlackRock CEO Larry Fink joined the anchors at Post 9

and offered his take on issues including tariffs, inflation and market volatility. Also in focus: JPMorgan Chase CEO Jamie Dimon's earnings call comments on tariffs and recession risks.

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Cramer's Morning Take: Nvidia & Broadcom 4/10/25 Apr 10, 2025

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Jim and Jeff discuss why investors are circling this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines.

Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Tumble After Historic Rally, Inflation Rate Eases, Tech Tumbles Again 04/10/25 Apr 10, 2025

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David Faber, Sara Eisen and Mike Santoli began the show by breaking down the massive drop in stocks a day after Wall Street had an historic rally. All the Magnificent 7 tech stocks were under pressure with Tesla the biggest laggard of the group, following 3 firms cutting their price targets on the stock. The desk also discussed this morning’s CPI print; The consumer price index fell a seasonally adjusted 0.1% in March, putting the 12-month inflation rate at 2.4%, down from 2.8% in February.

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Market Sell-Off on Wall Street After Historic Rally 04/10/25 Apr 10, 2025

Show notes

David Faber and Jim Cramer explored what to make of Thursday's stock market sell-off and Treasury yield action, one day after President Trump's

reversal on tariff policy sparked a historic rally on Wall Street -- including the Dow's biggest one-day point gain ever and the Nasdaq's best session since 2001.

At the White House, Council of Economic Advisers Chairman Stephen Miran joined the program to discuss tariffs and tamer-than-expected March consumer

inflation data. The anchors reacted to what Amazon CEO Andy Jassy told CNBC about AI and data centers. Also in focus: Bank earnings preview, CarMax tumbles.

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Cramer's Morning Take: Apple, Broadcom 4/9/25 Apr 09, 2025

Show notes

Jim Cramer and Jeff Marks discuss the latest on the trade war. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Tariffs Latest: Yields Jump, CEOs Speak Out, and More On How To Trade It 4/9/25 Apr 09, 2025

Show notes

A volatile first hour of trade as the EU and China make new tariff moves: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh reporting from the White House, Beijing, and more. Plus, what Trump’s promise of new tariffs on pharmaceuticals could mean for the group, as stocks like Eli Lilly and Novo Nordisk take a leg lower – and the breakdown of what could be driving this big jump in treasury yields overnight.

Also in focus: Delta and Walmart pulling guidance – what’s driving the move and what comes next; Longtime market veteran Bob Doll joined the team with his stock playbook for volatility; and CEOs starting to sound-off on tariffs… Why the head of furniture retailer Ethan Allen says Trump’s gone “too far” here.

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Tariff Showdown: China and EU vs. U.S., Treasury Yields Spike, Market Volatility 4/9/25 Apr 09, 2025

Show notes

Another volatile day on Wall Street as David Faber and Jim Cramer dissect market reaction to the trade war. China ramps up its tariffs on U.S. imports to 84-percent -- retaliating against President Trump's 104-percent levy on Chinese goods -- while the European Union outlines its own retaliatory tariffs against the U.S. The anchors also explored 10-year Treasury yields surging by as much as 4.5-percent and what it all means for liquidity. Also in focus: Minneapolis Fed President Neel Kashkari on inflation vs. tariffs, what the CEOs of Walmart and Delta Air Lines said about tariff uncertainty and guidance, President Trump's "BE COOL" social media post, the "Magnificent 7" trade.

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Cramer's Morning Take: Broadcom 4/8/25 Apr 08, 2025

Show notes

Cramer says he’s not ready to buy more of this semiconductor stock. Become a CNBC Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks as they talk candidly about the market’s biggest headlines. Signup here: cnbc.com/morningtake

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SOTS 2nd Hour: Stocks Stage A Rebound: The Tariff Playbook, Plus Outlook for Energy & Semis 4/8/25 Apr 08, 2025

Show notes

Stocks staging a rebound in the first hour of trade: Sara Eisen, David Faber, and Michael Santoli broke down the latest alongside fresh headlines on the tariff front, as China promises to “fight to the end” – and U.S. Trade Representative Jamieson Greer takes the hot seat on Capitol Hill to defend the President’s tariff strategy. Why CFRA’s Chief Investment Strategist is sticking with his 6,585 12-month target for the S&P – for now… Plus, Jefferies playbook for tariff volatility.

Also in focus: a number of sectors hovering at fresh 52-week lows, including Energy and Semiconductor stocks... RBC’s Helima Croft discussed the outlook for oil prices while one of the street’s top semi analysts talked top picks; Plus, a deep dive on the news sending shares of Medicare insurers like Humana surging in the AM trade.

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