SOTS 2nd Hour: The Disney Breakdown: Plus CFO Hugh Johnston, Pharma Risks Loom, and Taylor Morrison CEO 5/7/25

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks amid fresh news on the tariffs and earnings front – and ahead of a new comments from Fed Chair Powell this afternoon. First: a read on rates and how the economy’s holding up with the man advising America’s biggest companies on their multi-billion dollar financings: Goldman’s Jonny Fine… Plus: a deep-dive on Disney results, including demand trends in China and their new Abu Dhabi plans - CFO Hugh Johnston joined the team to breakdown the numbers.  Also in focus: housing headwinds - Taylor Morrison’s CEO discussed key trends when it comes to the crucial spring selling season; a breakdown of looming tariffs on pharmaceuticals – and what it means for the stocks; and exclusive comments from the Education Secretary on student loans.  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.