Squawk on the Street cover image

Bank Earnings Day Two, Trump vs. Powell, "Good News, Bad News" Inflation Picture 1/14/26

Squawk on the Street

00:00

Market Positioning, Rotation, and AI Themes

Mike Santoli and Carl discuss market rotation to cyclicals, reflation trade, and AI's geographic rotation to Asia.

Play episode from 24:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app