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SOTS 2nd Hour: Intel’s Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson’s Top Tech Picks 8/15/25

Squawk on the Street

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Economic Sentiment and Market Dynamics

This chapter examines the latest economic data, particularly the University of Michigan's consumer sentiment index, revealing a decline in consumer expectations amid rising inflation. It explores the interplay of interest rates and market reactions, discussing the implications for small investors and the integrity of economic research. Additionally, the chapter highlights optimism for the economy's resilience, considering potential Federal Reserve interest rate cuts and advancements in sectors like technology, particularly AI.

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