Investors should be cautious for the next 8 weeks, says Fundstrat's Tom Lee

Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins ‘Squawk Box’ to discuss the latest industry trends, state of the economy, why investors should remain cautious from September until election day, what to expect from Friday’s jobs report, impact on the Fed’s inflation fight, rate path outlook, and more. Disclaimer: If you … Read more

The industry sell-off will end up looking like a development scare, says Fundstrat's Tom Lee

Tom Lee, Fundstrat Global Advisors managing partner and head of research, joins ‘Squawk Box’ to discuss the latest industry trends, what to make of the latest industry sell-off, impact on the Fed’s debt charge rate decision, and more. Disclaimer: If you own the YouTube channel related to this video and do not want it to … Read more

Investors got the 'healthy' pullback they've been looking for yesterday, says Sylvia Jablonski

Sylvia Jablonski, Defiance ETFs top executive and CIO, joins ‘Squawk Box’ to discuss the latest sector trends, what to make of the rotation out of tech, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to … Read more

The Fed should definitely cut after 'game-changing' June CPI data, says Wharton's Jeremy Siegel

Jeremy Siegel, professor emeritus of money management at University of Pennsylvania’s Wharton School of company and Wisdom Tree chief economist, joins ‘Squawk Box’ to discuss the latest industry trends, state of the economy, what to make of the key inflation data this week, impact on the Fed’s rate path outlook, and more. Disclaimer: If you … Read more

The Fed can't wait for inflation to get to 2% to start cutting, says NatWest's Michelle Girard

Michelle Girard, NatWest head of U.S. coverage and chief executive officer of NatWest Markets, joins ‘Squawk Box’ to discuss the latest industry trends, what to expect from this morning’s June CPI report, the Fed’s rate path outlook, and more. Disclaimer: If you own the YouTube channel related to this video and do not want it … Read more

The economy will see a mild recession, says New York Life capital’s Lauren Goodwin

Lauren Goodwin, New York Life Investments economist and chief sector strategist, joins ‘Squawk Box’ to discuss the latest sector trends, the Fed’s inflation fight, state of the economy, rate path outlook, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe … Read more

The ingredients are coming together for some industry pullback & consolidation: iCapital's Amoroso

Anastasia Amoroso, iCapital chief funding strategist, joins ‘Squawk Box’ to discuss the latest industry trends, state of the economy, health of the consumer, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for … Read more

The sector is in a 'slow motion melt-up', says Ed Yardeni

Ed Yardeni, Yardeni Research president, joins ‘Squawk Box’ to discuss the latest sector trends, state of the economy, the Fed’s rate path outlook, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for … Read more

Deepwater's Gene Munster on why Google will win the AI arms race

Gene Munster, Deepwater Asset Management managing partner, joins ‘Squawk Box’ to discuss the state of the AI arms race, why he believes Google will ultimately prevail in the AI race, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to … Read more

sector is assigning a higher probability of a Trump election win, says Societe Generale's Rajappa

Subadra Rajappa, Societe Generale head of U.S. rates approach, joins ‘Squawk Box’ to discuss whether the markets are assuming Donald Trump will be President, what was most responsible for the rise in inflation, and why inflation will continue to moderate. Disclaimer: If you own the YouTube channel related to this video and do not want … Read more