SOTS 2nd Hour: Talking Tariff Impacts, Goldman’s Credit Head, & LIVE: Coca-Cola CEO 7/22/25

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.