SOTS 2nd Hour: More S&P Record Highs, Netflix Breakdown, LIVE: Deputy Treasury Secretary 7/18/25

Another morning of record highs on the S&P and NASDAQ: Sara Eisen and Carl Quintanilla kicked things off with a fresh read on where things stand when it comes to the U.S. consumer (as new sentiment data hits its highest levels since February, retail sales came in strong, and names like American Express say spending has remained healthy). Longtime market veteran Ed Yardeni joined the team with his take on the action – arguing you should remain bullish here. Plus: hear from Deputy Treasury Secretary Michael Faulkender, in a wide ranging interview spanning the administration’s crypto ambitions – to where he sees the economy headed in the 2nd half… along with a live read on the trade front thanks to Flexport’s Ryan Peterson. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.