Squawk on the Street

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SOTS 2nd Hour: Fed Decision Day, “Too Late” Powell, & Israel-Iran Latest 6/18/25 Jun 18, 2025

Show notes

It’s officially Fed Decision Day: Carl Quintanilla, Sara Eisen, and David Faber discussed the latest on the markets front as investors await a decision – and press conference later on – from Fed Chair Powell. President Trump talking to reporters about the man at the top of the hour: arguing the Fed needs to cut rates here and calling him “Too Late” Powell… Evercore Vice Chair Krishna Guha – along with Former Fed Vice Chair Alan Blinder – joined the team with their predictions on the Fed’s next move here.

Also in focus: escalating tensions in the Middle East still top of mind for investors – Why the President Emeritus of the Council on Foreign Relations says a regime change in Iran is a wish, not a strategy… Plus: the latest out of Washington when it comes to a new crypto bill just passed by the Senate.

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Fed Decision Day, Israel-Iran Conflict, OpenAI CEO: Meta Tried to Poach Staff With $100M Bonuses 6/18/25 Jun 18, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen discussed how markets are bracing for Wednesday's Fed interest rate decision and policy statement,

while digesting news surrounding the Israel-Iran Conflict. The anchors reacted to what OpenAI CEO Sam Altman said on a podcast about Meta:

He accused Facebook's parent of trying to poach his company's employees by offering them $100 million signing bonuses. Also in focus: Amazon CEO

Andy Jassy says AI will reduce the company's workforce, Hasbro job cuts, Nippon Steel-U.S. Steel merger closes, the Senate passes stablecoin legislation.

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SOTS 2nd Hour: Retail Sales Fall, Fed Day 1, and Live: OKLO CEO 6/17/25 Jun 17, 2025

Show notes

Stocks under pressure as investors watch developments out of Israel and Iran – along with a disappointing retail sales number, plus homebuilder sentiment coming in at its lowest level in years: Carl Quintanilla, Sara Eisen, and David Faber broke down the morning’s headlines and data – and discussed the market implications alongside any Fed impact. Fidelity’s Jurrien Timmer saying he sees opportunity here, arguing for a broader rally in the 2nd half of the year… And a similar story when it comes to CNBC’s latest Fed Survey, with key details this hour.

Also in focus: the future of energy – and importance of energy independence. The CEO of nuclear energy company OKLO joined the team with shares inches from fresh highs – as solar stocks plummet on reports there could be a full phase-out of green energy credits by 2028… Plus: a deep-dive on the Uranium plays you should be watching here.

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Trump Departs G7 Summit Early, Retail Sales Miss, Solar Stocks Plummet 6/17/25 Jun 17, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen engaged in wide-ranging discussions about a number of market-moving stories: President Trump returned to Washington

early Tuesday morning after cutting short his attendance at the G7 summit in Canada, retail sales for May came in weaker than expected, solar stocks plunged in reaction

to the Senate version of Trump's tax and spending cuts bill. Also in focus: Day one of the Fed's policy meeting, the reported feud between OpenAI and Microsoft,

Amazon's AWS looks to take on Nvidia with a new chip, Tim Cook, Brad Pitt and Formula 1 superstar Lewis Hamilton at the world premiere of Apple's film "F1 the Movie."

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SOTS 2nd Hour: Israel-Iran Conflict Latest, G-7 Meeting Begins, & FOMC Predictions 6/16/25 Jun 16, 2025

Show notes

Reports this morning that Iran has signaled it wants to de-escalate hostilities with Israel – and restart talks with the US: Carl Quintanilla, Sara Eisen, and David Faber broke down the latest along with key market implications ahead of another rate decision from the Fed on Wednesday – and as energy prices remain surprisingly steady. Plus: A live read from the ground in Alberta, as the G-7 summit begins in Canada.

Rockefeller International’s Ruchir Sharma brought his outlook for equities – fresh off an Op-Ed in the Financial Times arguing to not underestimate the Chinese as trade talks continue… Plus: hear from Former Deputy Secretary of State – and lead negotiator for the nuclear agreement with Iran under the Obama Administration – Wendy Sherman’s take on what comes next here.

Also in focus: Meta rolls out ads on Whatsapp, boosting shares; Sarepta stock plummets after a 2nd death tied to an experimental gene therapy; an exclusive with the CEO of aerospace maintenance company StandardAero, live from the Paris Air Show; and the rumors around AWS that are boosting AMD shares to fresh highs.

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Markets and Mideast Tensions, "Golden Share," Analyst on Tesla "Sell" Call 6/16/25 Jun 16, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen kicked off a new week of trading with stocks rebounding sharply and oil prices giving back some of Friday's huge gains -- despite the ongoing Israel-Iran conflict. President Trump approved U.S. Steel's deal with Nippon Steel, with terms requiring a "golden share" for the U.S. government. Guggenheim's Tesla analyst joined the program nearly a week after his "sell" rating on the stock. Also in focus: Trump at the G7 in Canada, Meta's WhatsApp to roll out ads directly on its platform, Sarepta plummets, Roku surges on its partnership with Amazon, Circle up 400% since its early June IPO.

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SOTS 2nd Hour: Israel-Iran Conflict: Impact for Stocks, Bonds, Energy, and the Fed 6/13/25 Jun 13, 2025

Show notes

Israel launching what it called pre-emptive air strikes against nuclear and military targets across Iran overnight – and Iran launching a wave of drones in retaliation: Carl Quintanilla, David Faber, and Sara Eisen broke down the latest out of Washington as world leaders respond along with global markets.

To start: Allianz Chief Economic Advisor Mohamed El-Erian with his take on what it means for safe havens like gold… And whether there’s pain ahead for the S&P. Plus: energy expert Paul Sankey discussed the impact for crude prices… Before former Trump NSA Advisor H.R. McMaster joined Post 9 with more on what comes next in geopolitics – after saying in January there was a “100%” chance that Israel would target Iran’s nuclear infrastructure. Plus: Former Dallas Fed President Richard Fisher ended the hour talking the impact of all these developments on the Fed – as he warns today’s Consumer Confidence spike could be a one-off.

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Israel Attacks Iran: Global Stocks Slide, Oil Prices Spike, Defense Sector Surges 6/13/25 Jun 13, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen covered all of the bases on market reaction to Israel's air strikes on Iran's nuclear facilities. Global equities in sell-off mode, while crude oil prices and defense stocks surged. Also in the mix: President Trump's reaction to the attacks. Former White House Middle East policy director Ambassador Marc Ginsberg appeared on the program with his geopolitical perspective. Citi U.S. Equity Strategist Scott Chronert joined the anchors at Post 9 discuss to what's ahead for the markets in light of Middle East tensions. Also in focus: Adobe slides, RH soars, Chime joins the Post-IPO rally club, A live report from India on the Boeing 787 Dreamliner crash.

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SOTS 2nd Hour: Treasury Sec. On The Hill: Day 2, Boeing Crash Latest, Chime IPO 6/12/25 Jun 12, 2025

Show notes

Treasury Secy. Bessent testifying on Capitol Hill for a 2nd day, this time before the Senate Finance Committee: Carl Quintanilla, Sara Eisen, and David Faber got the biggest headlines this hour and discussed what it all means for stocks alongside this morning’s fresh inflation and jobless claims data. Evercore Chairman Roger Altman joined the team with his read from the ground – and why he thinks we’re at “the beginning of a slowdown”… Also not mincing words when it comes to the President’s Big Beautiful Bill and its impact. Plus: the latest on an Air India Boeing 787 flight that crashed after take-off overnight, with over 200 casualties.

Other top stories: IPO markets beginning to heat back up as Chime becomes the latest name to go public; David caught up with their CEO ahead of the first trade and broke the latest indications this hour… The road ahead for autos with one former Tesla President, current GM board member – as the latter name makes a new multi-billion dollar bet on American manufacturing… And a breakdown of the results sending Oracle shares to new all-time highs.

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Air India Plane – a Boeing 787 -- Crashes, Nvidia CEO on Chip Restrictions, Chime CEO “First on CNBC” 6/12/25 Jun 12, 2025

Show notes

Carl Quintanilla, David Faber and Sara Eisen led off the show with tragic news: An Air India plane bound for London crashed shortly after takeoff from an airport in Western India. The aircraft was a Boeing 787 Dreamliner. News of the crash sent shares of the Dow component and jet engine maker GE Aerospace down sharply. As for inflation, the May Producer Price Index came in cooler than expected. IPO Watch: David interviewed the CEO of fintech firm Chime ahead of its public debut on Thursday. The startup hoping to join the ranks of companies who have seen their stocks soar since going public this year. Also in focus: The dollar hits new lows for 2025, President Trump's new trade message, Oracle surges, what Nvidia CEO Jensen Huang told CNBC about the U.S. imposing AI chip restrictions on China.

Squawk on the Street Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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