Squawk on the Street SOTS 2nd Hour: Inflation Cools, Micron’s Moment, Accenture CEO on Results 12/18/25
25 snips
Dec 18, 2025 
Mehdi Hosseini, a senior equity research analyst at Susquehanna, provides insights on Micron's outstanding quarter that sent its shares soaring and boosted the AI trade. Julie Sweet, the CEO of Accenture, reveals impressive AI bookings and discusses the challenges of implementing enterprise AI. They dive into how the latest inflation data impacts market strategies and the implications for sectors like tech. With discussions on Lululemon’s activist stake and Chipotle’s strategy, this chat covers the pulse of today's economy.
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CPI Looks Cooler But Has Gaps
- November CPI came in cooler than expected with headline 2.7% and core 2.6% year-over-year.
- Analysts warn the report has gaps due to missing October and November data from the government lapse.
Data Gaps From Government Lapse
- The BLS noted October and November 2025 data values were unavailable due to the lapse in appropriations.
- That omission creates empty monthly fields and complicates detailed comparisons for economists and the Fed.
Labor Market Still Healthy
- Jobless claims remain low at about 224,000, signaling no widespread layoffs so far.
- The mixed labor and inflation signal leaves the Fed cautious but slightly more comfortable on policy.