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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We think food commodity prices will continue to decline, says P.F. Chang CEO
Damola Adamolekun, P.F. Chang’s CEO, joins ‘Squawk on the Street’ to discuss recession risks he is seeing from the consumer, if commodity price declines are helping the restaurant and how demand will fare for the rest of the year.
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Cramer on Elon Musk’s Twitter defense: Are you kidding? Is that the best you have?
‘Mad Money’ host Jim Cramer and the ‘Squawk on the Street’ team break down the Twitter-Musk lawsuit’s latest developments.
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