Intro

S&P and Nasdaq coming off their worst quarter since 2022 - Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks with one day to go until President Trump’s big “Liberation Day” of additional tariffs, and a number of key questions remain. Goldman’s Chief U.S. Economist David Kostin joined the team ahead of things… as the firm raises their recession odds, and lowers their S&P target for year-end. Plus, the latest from the White House when it comes to possible scenarios tomorrow.  

Also in focus: Are airline stocks grounded here? The team discussed a new downgrade of key names from Jefferies, and got a read from the ground with the CEO of one budget carrier; What the privatization of Fannie and Freddie could mean for consumers - with the head of one of the biggest commercial real estate financing firms on street, Walker & Dunlop; And a deep-dive with the CEO of AIG on how AI is changing the insurance game.

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