10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26
Summary
This episode of Squawk on the Street examines the severe strain on the housing market caused by mortgage rates exceeding 7%, which is suppressing affordability and home sales. The discussion shifts to Federal Reserve policy, where Governor Michael Barr’s comments on rising inflation risks have pushed market expectations for an October rate hike to 64%. Additionally, CFTC Chairman Michael Sgaglia addresses the agency’s investigation into potential wash trading on the Calci prediction market platform and its evaluation of margin trading proposals. The segment also features interviews with McD…
Topics discussed
Sponsor: Charles Schwab Trading Education
Show Intro and McDonald's CEO Interview Preview
Housing Market Struggles and Mortgage Rates
Fed Outlook, PMIs, and Rate Hike Probabilities
Market Reset and Tech Sector Valuations with Keith Lerner
McDonald's Stock Reaction and Growth Targets
Interview: McDonald's CEO Chris Kempczinski on Strategy
Upcoming Segments and General Mills Preview
CNBC News Update: Iran, Gaza, and AI
CFTC Chairman on Crypto, Prediction Markets, and Regulation
Interview: General Mills CEO on Earnings and Inflation
Meta Muse AI and Options Market Analysis
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