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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Earnings Season Insights and Economic Interplay
This chapter delves into the busy week of earnings season, highlighting major S&P 500 companies and consumer resilience based on bank earnings. The discussion extends to the U.S.-China trade relationship, executive sentiment, and the implications of central bank independence on inflation and currency value. Additionally, the impact of AI on productivity and its potential influence on future monetary policy decisions is explored.
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