Squawk on the Street
SOTS 2nd Hour: PPI Runs Cool, JPMorgan’s Leadership Change, Live: Lululemon CEO 1/14/25
Jan 14, 2025
Calvin McDonald, CEO of Lululemon, shares insights on the brand's recent successes and strategic growth amid rising inflation concerns. Stacey Rask dives into the semiconductor industry, discussing government regulations and their impact on companies like NVIDIA. Peter Harrell, a former National Security Council Senior Director, analyzes the implications of potential TikTok restrictions in the U.S., covering national security concerns and the shifting media landscape. The conversation includes market reactions to recent economic data and JPMorgan’s leadership changes.
45:58
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Quick takeaways
- The cooler than expected PPI data has ignited a market rally, reflecting investor optimism about potential easing in inflation rates.
- JPMorgan's impending leadership change, with COO Daniel Pinto's retirement announcement, is expected to influence upcoming financial earnings and corporate strategy.
Deep dives
NFL Playoffs and FanDuel Promotions
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