SOTS 2nd Hour: “Liberation Day” Latest, Goldman’s Chief U.S. Economist on Stocks, & AIG CEO Talks AI 04/01/25

S&P and Nasdaq coming off their worst quarter since 2022 - Sara Eisen, David Faber, and Carl Quintanilla broke down the latest for stocks with one day to go until President Trump’s big “Liberation Day” of additional tariffs, and a number of key questions remain. Goldman’s Chief U.S. Economist David Kostin joined the team ahead of things… as the firm raises their recession odds, and lowers their S&P target for year-end. Plus, the latest from the White House when it comes to possible scenarios tomorrow.

Also in focus: Are airline stocks grounded here? The team discussed a new downgrade of key names from Jefferies, and got a read from the ground with the CEO of one budget carrier; What the privatization of Fannie and Freddie could mean for consumers - with the head of one of the biggest commercial real estate financing firms on street, Walker & Dunlop; And a deep-dive with the CEO of AIG on how AI is changing the insurance game.

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.