SOTS 2nd Hour: New Nasdaq Highs, Bank CEOs Defend Powell, Plus: CEOs of Pepsico, Fifth Third Talk Results 7/17/25

All-time highs yet again for the NASDAQ: Sara Eisen and Carl Quintanilla kicked off the hour discussing the latest for stocks, earnings, data – and ever-growing headlines around Fed Independence. Hear both sides of the debate this hour, including: why the President’s putting the pressure on Powell, what big bank CEOs are saying about it, and both an international billionaire investor’s – and Goldman’s Chief U.S. Economist’s – take on all the action. On the earnings front: Sara caught up with the CEO of Pepsi, who had a big warning when it comes to the consumer - despite shares headed higher post-results. Plus: the CEO of Fifth Third joined the team to breakdown new numbers out of the regional bank, and small business demand. Finally, the team discussed two of the year’s best performers: GE Aerospace, who just reported strong numbers thanks to its engines business… while investors eye Netflix ahead of earnings tonight.   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.