Squawk on the Street SOTS 2nd Hour: A Trade War or NOT A Trade War? Plus: BNY CEO, United Earnings, & More 10/16/25
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Oct 16, 2025 Meera Pandit, a global market strategist at J.P. Morgan Asset Management, dives into the complexities of trade risks and the evolving landscape influenced by AI. She dissects the legal aspects of tariffs and how businesses are responding to uncertainties in trade negotiations. The discussion also highlights insights from BNY Mellon's CEO on their impressive earnings and strategies, as well as former United Airlines CEO Oscar Munoz's take on the impact of government shutdown risks on air travel. Additionally, Colorado Governor Jared Polis shares details on a new public health alliance among states.
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Trade Tensions Create Structural Uncertainty
- Mira Pandit says trade tensions ebb and flow but legal rulings and tariff structures create lasting uncertainty.
- Changes to tariff legal underpinnings could raise yields and alter company and government revenue dynamics.
AI Growth Will Be Cyclical Not Linear
- Pandit warns AI is cyclical: adoption, chip cycles and CapEx create ebbs and flows in the trade.
- The broader trend favors AI but downstream adopters and financing will drive volatility.
De-Silo To Unlock Cross-Selling
- Robin Vince recommends integrating platforms and de-siloing to let customers access combined capabilities.
- He says blending services drives client engagement and unlocks organic growth across businesses.