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Gary Cohn, IBM vice chairman and former Trump NEC director, joins 'Squawk Box' to discuss the state of AI capex spending, state of the economy, impact of Iran war on oil prices, news of White House opposing Anthropic's plan to expand access to Mythos model, the Fed's interest rate outlook, and more.
Federal debt exceeding the size of the economy is a potent symbol of the gathering fiscal stresses on the U.S.
The Federal Reserve's favored inflation reading rose once again in March, according to federal data published Thursday, providing the latest insight into how the war in Iran disrupted consumer prices for Americans.
U.S. jobless claims fell more than expected last week as layoffs remained contained despite cooling job growth.
The latest PCE inflation data was released by the Commerce Department which showed that inflation rose and remained elevated in March due in part to the Iran war's impact.
Core inflation rate hit 3.2% in March, as expected; GDP grew 2% in first quarter
The Fed delivered as expected yesterday, leaving rates unchanged. However, the FOMC statement did highlight growing uncertainty for the economy, and by extension, the markets.
A key measure of inflation used by the Federal Reserve to set interest rates posted the biggest increase in March in almost three years, marking another major hurdle for a resilient but harried U.S. economy.
The Commerce Department said U.S. gross domestic product rose at a seasonally and inflation adjusted 2% annual rate in the first quarter.
AI has created clear winners and losers. But the next wave won't follow the same playbook — and most investors are still positioned for the last one.
Rates drop, US indices rally again on Thursday, as this correlation continues to be a major driver of where we go. That being said, this is a market that is still moving on the latest headline.
President Donald Trump said he will blockade Iran until it agrees to a nuclear deal. But it could take a while before the regime feels enough economic pressure.
This is noteworthy because this balanced portfolio has come in for considerable criticism over the past couple of years. It suffered one of its worst years on record in 2022, for example, leading many investors to conclude that there are better ways to reduce portfolio risk than taking 40% of a stock portfolio and investing it in bonds.
ADW Capital says private-equity firm Roark Capital is mismanaging Driven and offers a roughly 40% premium to buy the company.
The headlines focus on apps, but the big money is flowing to agentic AI's boring industrial backbone.
Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss Fed Chair Powell's decision to stay on the Board of Governors for an indefinite period while a probe into the renovation of the central bank's headquarters continues, the Fed's decision to leave interest rates unchanged, and more.
10Y breakeven inflation is approaching the critical 2.5% 'red line,' and the breakout would force the Fed to start considering hikes, like in 2022. In fact, the Federal Funds futures are already pricing a Fed hike by December with 11% probability and by March with 35% probability.
Goldman Sachs' traders say investors have been chasing the hot semiconductor sector, but with some high-stakes bets that may be hard to get out of should things go wrong.
Here's why surging oil prices may not derail the consumer trade
Alphabet jumps on 'unprecedented' AI demand, Meta raises spending expectation, and more news to start your day.