I'm not going to I'm not betting against AMJ here. He's got great momentum. Great moment.Let's get the opening bell here. It's a fun one. Uh at the CNBC Real Time Exchange at the big board, we've got Disneyland ringing the bell from California.Disneyland celebrating its 70th anniversary. There's Bob Iger doing the honors along with Josh Camaro. At the NASDAQ, it's Lisa Hawkstein, cast member of Braavos, The Real Housewives of Miami.Jim, as we've gotten some higher targets on Disney last couple weeks, stop w ...

>> Welcome back to Squawk Box. President Trump saying he has no plans to fire Fed Chair Jay Powell, though he has been toying quite publicly with that idea. Senator Elizabeth Warren has been defending the chairman's role at the FOMC.And Senator Warren joins us this morning. She is the lead Democrat on the Banking Committee. Good morning to you.We just had a guest on in Kevin Warsh. Some someone who folks have speculated about potentially taking that job. He openly talked about the idea of regime change.And ...

President. President of the United States. Senator, last time, can I talk about the this mayoral race again.Because last time I asked you about mom, mom, the candidate, and you didn't endorse him, I don't think, but you said some, some positive things about the a lot of the issues facing New Yorkers and how he might address some of those Aspirationally I've characterized some of the response from, from Democrats that since they see the inevitability of it, they're twisting themselves into pretzels to try an ...

today unemployment rate in the low fours full employment uh the inflation rate still elevated but coming down you know I think the reality is is that the bite on the economy is a lot in a small medium-sized business area and and the reason why that happens is they borrow on their floating rate lines of credit and that rate went up substantially and it's come down a bit but it's up substantially and that slows down economic activity and you couple that with them with our commercial clients trying to figure o ...

Thank you for joining us here. Beautiful view in the background. Happy to be here.We have seen the NFL and the NBA do major media rights deals, getting significant increases in dollars for their teams and owners over the past few years. You guys are up in 2028 but the most recent data point we have for you is ESPN opting out of their Sunday package, saying we're paying too much for this package. So my question for you to start is, are you confident that you can deliver another significant rights fee increas ...

Financial Performance & Guidance - United Airlines achieved earnings and margin growth in the first half of the year [2] - Despite a strong first half, the full-year earnings per share guidance was narrowed from $1150-1350 to $9-111, incorporating conservatism due to uncertainties [1][4][5] - The company anticipates potential upside to the guidance if demand remains strong and unforeseen events are minimal [5] Demand & Economic Factors - The airline industry expects a tailwind from reduced seat capacity starting in mid-August, similar to the previous year [3] - Business demand has increased, potentially due to reduced economic uncertainty following the resolution of tax bills and developments in the Middle East [3] - Businesses are showing signs of increased activity, indicating a return to normalcy, particularly in business travel [4] Newark Airport Operations - The FAA has implemented measures to improve Newark Airport's performance, including slot controls, fiber optic installation, and runway construction [8][9] - Newark's on-time performance improved in June, becoming the most punctual among the three New York airports [9] - United Airlines expects Newark's operations to improve, positively impacting profitability by the fourth quarter and significantly improving by the following year [11][12] - The company aims to match the number of flights with the airport's capacity for optimal customer experience and profitability [10][12] Transatlantic Travel - US point of sale for transatlantic travel remains strong, showing year-over-year growth [14] - European point of sale is weak, indicating fewer Europeans traveling to the United States [14] - US point of sale accounts for 80% of United's international business and has remained resilient despite currency fluctuations [14]

At Omni Luxe Ledcom. >> Want to get back to Kevin Warsh with the question that we just asked, which was around this idea that and you talked about an accord between the Treasury and the fed, which raised it in my mind. This speculation just last week that potentially Secretary Bessant could also become the head of the fed at the same time and what that would portend.>> So I don't know if I'm supposed to say this on air, but I love Scott. I think Scott is doing a great job. He and I have a similar pedigree.W ...

Monetary Policy & Federal Reserve - The speaker suggests the US economy is at a transformational moment and could be entering a golden age with the right policies [5][6] - The speaker expresses concern that the Federal Reserve (Fed) is using outdated models and governance, potentially hindering recognition of a productivity boom [7] - The speaker advocates for "regime change" at the Fed, criticizing the current monetary policy approach and lack of credibility [13] - The speaker points out the Fed's inconsistent actions, such as emergency rate cuts followed by a hawkish stance, questioning the institution's stability [14] - The speaker emphasizes the need for more robust discussion and diverse ideas within the Fed, rather than groupthink based on outdated models [18] - The speaker proposes a new theory of inflation, suggesting it's driven by excessive government spending and money printing, which is not adequately considered by the Fed [19] - The speaker stresses the importance of independent operation in monetary policy, but criticizes the Fed for venturing into areas outside its expertise, such as climate change and diversity, equity, and inclusion [22][23] - The speaker accuses the Fed of blaming external factors like Vladimir Putin and pandemic supply chains for inflation, rather than taking responsibility for its own policy choices [26][27] Leadership & Independence - The speaker believes the next Fed chairman should be independent and act according to what they believe is right, regardless of White House advice [21] - The speaker references Paul Volcker's era as an example of a Fed chairman who brought about regime change and reestablished credibility [17]

the changing of the goalpost that you mentioned earlier where the the Fed cut uh 50 basis points right before the election, 50 basis points right after the election. What was different was we have a new president, a new administration, and the tariffs came in. And I think even you back in January in your oped piece for the Washington Post pointed out that look, the Fed's job is to make sure that the tariffs don't turn into an inflationary pressure.I think that's right. I believe that. But here's what's happ ...

The House adopting a rule late last night to bring forward cryptocurrency legislation. That vote took more than nine hours as Republican leadership worked to win over holdout members. A bill to establish federal guidelines around stable coins is likely to be the first bill passed.And joining us right now to talk about this is New Jersey Democrat, Congressman Josh Godheimer. Um, Congressman, first of all, welcome. Um, normally what we see Thanks for having me.Great to see you. Thanks for being here. Normally ...