Squawk on the Street Cramer’s Morning Take: P&G 12/3/25
Dec 3, 2025
Investors are encouraged to take a chance on a leading consumer product giant, despite some setbacks. The discussion highlights the impact of a negative Microsoft story on tech stocks and shares insights on recent economic data reshaping Fed expectations for interest rates. With an attractive yield, the company's management is praised for its discipline. Plus, listeners get a glimpse of exclusive content available through a membership club.
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Market Drop Was Tech Trigger, Rates Drove Rebound
- The market's recent drop started from negative news about Microsoft and Copilot but losses spread across tech and the broader market.
- Jim Cramer says the rebound is driven more by lower interest rates than by tech-specific strength.
Economic Data Point Toward A Fed Cut
- Weak ADP payrolls and better-than-expected ISM services with lower prices-paid suggest cooling labor and inflation dynamics.
- The hosts infer these data point toward a likely 25 basis-point Fed cut next week, barring new surprises.
Hold Your Nose And Buy Procter & Gamble
- Buy Procter & Gamble despite disappointing results because its ~3% yield makes it compelling.
- Jim Cramer warns to "hold your nose and buy" knowing management quickly fixes misses and replaces underperformers.