Squawk on the Street SOTS 2nd Hour: The Big Banks Breakdown, Value Investing Picks, & A Washington Wrap-up 1/14/26
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Jan 14, 2026 
Eamon Javers, a Washington correspondent focused on Supreme Court and tariff issues, discusses the implications of a delayed SCOTUS ruling on major tariffs. Loretta Mester, former Cleveland Fed President, analyzes inflation dynamics and expectations for Federal Reserve policies. Bill Nygren, a seasoned portfolio manager, shares insights on value investing, emphasizing companies like Warner Bros. Discovery and Citi. The podcast also dives into Tesla's switch to a subscription model for Full Self-Driving technology and congressional discussions about banning lawmakers from stock trading.
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Banks Report Consumer Resilience
- Bank CEOs broadly described consumer and business activity as resilient and upbeat heading into 2026.
- Their tone suggests economic strength even if stock reactions were mixed after earnings.
High Stakes For IEPA Tariff Ruling
- The Supreme Court decision on IEPA tariffs could force repayment of roughly $133 billion or produce a compromise.
- The ruling's scope will shape whether the administration must reimburse companies or pivot to other trade authorities.
Housing Sales Beat As Supply Tightens
- Existing home sales in December surprised to the upside and inventory tightened to a 3.3-month supply.
- Prices edged up slightly but homes stayed on the market longer, signaling mixed strength by segment.