SOTS 2nd Hour: Tariffs Latest Ahead of Trump’s Remarks, Tesla’s Road Ahead, and Newsmax Shares Slump 4/2/25

A mixed morning for stocks as President Trump’s “Liberation Day” begins – with key policy details coming at 4 PM Eastern. Sara Eisen, David Faber, and Carl Quintanilla discussed where things stand when it comes to consumers, CEO confidence, and more to start the hour – alongside fresh manufacturing data. Why BMO’s Brian Belski says the street is overreacting here on recession fears… Plus – the head of policy at the U.S. Chamber of Commerce, who’s forecasting higher prices ahead as a result.  Also in focus: Tesla deliveries disappoint – former Ford CEO Mark Fields joined the team to breakdown the numbers, and the road ahead; What’s driving volatility in shares of Newsmax, as shares plummet off recent highs; And a look at whether gold’s rally has more room to run here. 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.