EPISODE · Jul 22, 2025 · 42 MIN
SOTS 2nd Hour: Talking Tariff Impacts, Goldman’s Credit Head, & LIVE: Coca-Cola CEO 7/22/25
from Squawk on the Street · host CNBC
Earnings season officially kicking into high gear: Sara Eisen, Carl Quintanilla, and David Faber kicked things off with a breakdown of where things stand on the tariffs front – and how companies are navigating the impact across the autos, the homebuilders, and the defense complex. Key names? General Motors, D.R. Horton & Pulte, along with Northrop, Lockheed Martin, and RTX. Coca-Cola a laggard following results there as well – hear Chairman & CEO James Quincey breakdown the numbers, plus their shift into cane sugar this hour… And why NXP Semiconductor’s disappointing results could be a canary in the coal mine for other chip stocks. Plus: U.S. debt will be riskier ahead, according to Goldman’s Credit Chief Jonny Fine – he joined the team at Post 9 with his take on the markets… And don’t miss a deep-dive with the CEO of PNC on the heels of a new crypto partnership with Coinbase. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
Earnings season officially kicking into high gear: Sara Eisen, Carl Quintanilla, and David Faber kicked things off with a breakdown of where things stand on the tariffs front – and how companies are navigating the impact across the autos, the homebuilders, and the defense complex. Key names? General Motors, D.R. Horton & Pulte, along with Northrop, Lockheed Martin, and RTX. Coca-Cola a laggard following results there as well – hear Chairman & CEO James Quincey breakdown the numbers, plus their shift into cane sugar this hour… And why NXP Semiconductor’s disappointing results could be a canary in the coal mine for other chip stocks. Plus: U.S. debt will be riskier ahead, according to Goldman’s Credit Chief Jonny Fine – he joined the team at Post 9 with his take on the markets… And don’t miss a deep-dive with the CEO of PNC on the heels of a new crypto partnership with Coinbase.
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SOTS 2nd Hour: Talking Tariff Impacts, Goldman’s Credit Head, & LIVE: Coca-Cola CEO 7/22/25
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