10AM Hour: Squawk on the Street 6/29/26
Squawk on the Street
CNBC
4.1 • 567 Ratings
🗓️ 29 June 2026
⏱️ 50 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Good Monday morning. Welcome to Squawk on the Street. I'm Sarah Eithen with Carl Cantania and David Faber. We are live, as always, at post-9 of the New York Stock Exchange. Stocks are higher after a brutal week for the Bulls. As we count you down to the end of the first half of the year, we're going to ask market expert, Mohamed Al-Aerian, whether he thinks the volatility that we've seen lately is here to stay. Plus the CEO of Data Center company applied digital with us to talk about the latest in the AI trade. |
| 0:23.9 | That stock up nearly 3. that we've seen lately is here to stay. Plus, the CEO of Data Center company applied digital with us to talk about the latest in the AI trade. |
| 0:23.9 | That stock up nearly 300% in a year. |
| 0:27.7 | Also ahead, Comcast shares are jumping this morning as the company undertakes another spin-off, |
| 0:32.3 | but well off their highs of the morning, we've got the latest details. |
| 0:34.9 | Also, it is Supreme Court Opinion Day. |
| 0:37.4 | Of course, |
| 0:37.6 | we are awaiting that decision still on President Trump's authority to fire Fed Governor Lisa |
| 0:41.3 | Cook. We'll bring you any headlines on this as soon as we get them. But guys, this is a big |
| 0:46.0 | week in the macro world. We'll get the jobs data on Thursday, holiday shortened week, and a big |
| 0:51.8 | focus will be hearing from central bankers themselves. The ECB has its big |
| 0:56.9 | sort of Jackson-Hull-style meeting in Central Portugal this week. We'll be moderating the key |
| 1:02.0 | debate on Wednesday on the economy. We'll bring it to you live with the heads of the Federal Reserve, |
| 1:06.6 | Kevin Warsh, Christine Lagarde of the ECB, Andrew Bailey of the Bank of England, and Tiff |
| 1:12.1 | Macklam, who's the Bank of Canada, questions for all of them about where they stand right now |
| 1:17.0 | when it comes to the battle against inflation. And the sort of different approaches we've seen, |
| 1:22.9 | Lagarde raised interest rates, but has been speaking a little bit more dovishly. |
| 1:27.2 | Warsh, we have not raised interest rates, but has been speaking a little more hawkishly. Tomorrow as a preview, I'll get you an interview with the Cleveland Fed President, Beth Hammock, who is a hawk and a voter, and then Andrew Bailey, the head of the Bank of England, ahead of that tomorrow. So a lot of central banks speak and focus |
| 1:45.0 | and, you know, the markets will be watching closely. I just want to give you a snapshot of where |
| 1:48.5 | these major central banks are on interest rates because we're not all at the same place right now. |
| 1:54.4 | And the Fed in the U.S. actually has some room. If you look in terms of where we are on the rate |
| 2:00.8 | versus the ECB versus the Bank |
... |
Transcript will be available on the free plan in 7 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

