October 03, 2025

SOTS 2nd Hour: Shutdown Day 3 - JPM Asset Management's Top Strategist, Goldman's Chief Economist Talk Impact + A Rare Apple Downgrade 10/3/25

Listen Later

43 minutes

Another day of record highs on the S&P and Nasdaq:

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius.

Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell.

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Squawk on the Street

By CNBC

4.1

536536 ratings

October 03, 2025

SOTS 2nd Hour: Shutdown Day 3 - JPM Asset Management's Top Strategist, Goldman's Chief Economist Talk Impact + A Rare Apple Downgrade 10/3/25

Listen Later

43 minutes

Another day of record highs on the S&P and Nasdaq:

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius.

Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell.

Squawk on the Street Disclaimer

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

...more

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