SOTS 2nd Hour: EU Trade Deal Details & The Impact on Energy, Alcohol Stocks… Plus: This Week’s Earnings/Fed Playbook 7/28/25
Squawk on the Street
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Navigating Trade Negotiations and Economic Interplay
This chapter explores the complexities of ongoing trade negotiations, highlighting the potential return to high tariffs and the intertwined nature of military, diplomatic, and economic factors. It discusses the implications of tariffs on steel and aluminum, corporate behavior, and the impact of artificial intelligence on capital expenditures, further emphasizing the uncertainties posed by a persistent U.S. budget deficit. A guest shares insights on misconceptions surrounding tariffs, challenging simplified narratives while addressing the broader economic landscape.
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