10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26
Summary
Squawk on the Street covers President Xi’s arrival in Washington for a state visit with President Trump, alongside market reactions to bond yields hitting multi-decade highs. The show analyzes new home sales data and discusses the Federal Reserve’s shifting stance toward potential rate hikes due to persistent inflation. Guests include a Morgan Stanley executive, a China expert, and the head of the American Petroleum Institute, who argues against a proposed diesel export ban. The episode also features a hands-on look at Meta’s new AI hardware devices and updates on Oracle’s stock performance.
Topics discussed
Sponsor intro and show open
Market overview and bond yields
New home sales data and housing affordability
Trump-Xi summit logistics and trade truce
Fed rate hike odds and inflation outlook
Roadmap for the rest of the hour
Sponsor segments
Interview: US-China AI race and trade dynamics
Sponsor segment: Google Cloud
Meta's new AI hardware and monetization plans
FDA nominee confirmation and upcoming topics
Interview: Case against diesel export ban
Oracle data center force majeure clause
Options market trends and box spreads
Legal disclaimer
Sponsor segment: CDW and Dell
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