Q2 Earnings: Analysts Are Bullish - But Can Corporate America Deliver?

Q2 Earnings: Analysts Are Bullish - But Can Corporate America Deliver?

Estimates are going up, not down - and that alone should raise eyebrows. Christine Short of Wall Street Horizon joins LiveSquawk to unpack why analyst optimism is running unusually hot heading into Q2 and what the banks' blowout results really signal. Follow Christine Short on X: https://x.com/christinelshort Try our 24-hour news squawking service for FREE! 👇 ⁠⁠https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠

Geopolitical Shock: How US-Iran Tensions Are Rewriting Rate Expectations

Chair Warsh has quietly buried forward guidance, and markets are still catching up. With CPI, retail sales, and a volatile energy complex all in play, the inflation narrative is getting complicated fast. Follow Sam Cutler on X: x.com/search4yield3 Try our 24-hour news squawking service for FREE! 👇 ⁠https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠

Weak NFP, Wobbly ECB, and a New Fed Chair: July's Global Reckoning

A soft jobs report hands the Fed's new chairman an unexpected reprieve - but is the labor market cooling or cracking? Harry and Jamie Dutta weigh in on what the NFP miss really means for rate policy. Follow Jamie Dutta on X: https://x.com/vantagemarkets  Try our 24-hour news squawking service for FREE! 👇 ⁠⁠https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠ [https://x.com/LiveSquawk%E2%81%A0%E2%81%A0]

From Conflict to Contango: The Surprising State of Global Oil Markets

Rory Johnston joins Commodity Corner to break down a global energy market caught between geopolitical de-escalation and a demand shock out of China. With contango building and refinery damage still rippling through the supply chain, the outlook for energy investors is anything but straightforward. Follow Rory Johnston on X: https://x.com/Rory_Johnston Try our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-up⁠⁠⁠ Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠

Starmer Out, Burnham In: UK Crisis Meets Fed Hike Fears and Hormuz Risk

Keir Starmer is out — and markets are watching who fills the vacuum. We break down what Andy Burnham's anticipated rise means for UK assets, sterling, and investor confidence at a precarious moment. Follow Michael on X: https://x.com/MrMBrown Try our 24-hour news squawking service for FREE! 👇 https://www.livesquawk.com/#sign-up Follow us on X: ⁠⁠⁠https://x.com/LiveSquawk⁠⁠