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SOTS 2nd Hour: The September Set-up, Healthcare & Energy Playbooks, Plus: Pepsico/Kraft Heinz - Exclusive Comments 9/2/25

Squawk on the Street

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Oil Market Dynamics and Corporate Strategies

This chapter explores the complexities of the oil market, emphasizing oversupply challenges and the influence of key global players like Russia, India, and China. It also examines PepsiCo's engagement with activist investor Elliott Management, spotlighting efforts to enhance the company's financial health. Additionally, the chapter discusses recent legal and political news impacting various sectors, including healthcare and the Federal Reserve, underscoring an environment of regulatory scrutiny and potential shifts in governance.

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