Earnings revisions will come down over the next couple of quarters, says Neuberger’s Joe Amato
Joseph Amato, Neuberger Berman Group CIO, joins ‘Squawk Box’ to discuss inflation, supply chain disruptions, and the markets.
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We need a crate surplus in this country, says Rep. Ro Khanna
Rep. Ro Khanna (D-Calif.) joins ‘Squawk Box’ to discuss his support for the Chip bill.
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The economy is heading towards a U-shaped recovery, says Edward Jones’ Mona Mahajan
Mona Mahajan, Edward Jones senior investment strategist, joins ‘Squawk Box’ to discuss the earnings reports, markets, and more.
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Executive Edge: Netflix’s second-quarter report faces headwinds, including heavy subscriber loss
The “Squawk Box” team discusses Netflix second quarter report coming out later today, the company faces strong headwinds including subscriber loss. Johnson & Johnson earnings beat estimates.
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Johnson: Inflationary pressures impacting consumers are going to bleed over to corporate earnings
Ivory Johnson of Delancey Wealth Management discusses why investors should stick with defensive sectors such as consumer discretionary and healthcare, and why he’s still positive on the commodity trade.
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Shah: The U.S. consumer has been very resilient, but you’re starting to see signs of cracks forming
Seema Shah, chief global strategist at Principal Global Investors, says the stronger the consumer is today, the more the Fed will have to hike rates, so that will increase the chances of a recession later on.
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We’re set up here to move a little bit higher, says Virtus Investment Partners’ Joe Terranova
Where the market is headed from here, with CNBC’s Scott Wapner and the ‘Halftime Report’ investment committee, Bryn Talkington, Sarat Sethi, Stephen Weiss and Joe Terranova.
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We’ll see increased flow in the order book over next 12-18 months, says Boom Supersonic CEO
Blake Scholl, Boom Supersonic CEO, joins ‘Squawk on the Street’ to discuss the company’s schedule to its first flight, the next catalyst for more firm orders for Boom Supersonic and if airlines prefer cheaper fuel costs or a faster flight.
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