Squawk Pod: The G20, Spider-Man, & OpenAI’s Call on Cursor - 08/31/26 | Audio Only
Спикеры
Dan Murphy
— Международный корреспондент CNBC (Дубай)
Joseph Lavorgna
— Бывший главный экономист Национального экономического совета
Erik Davis
— Fandango and Rotten Tomatoes Correspondent
Joe Kernen
— Соведущий, Squawk Box
CNBC's Dan Murphy reports renewed U.S.-Iran strikes have WTI crude bid near $86, while officials watch whether it escalates. Joe LaVorgna argues the U.S. economy is booming near 5% growth, the Fed will need to hike rates, Treasury buybacks support the bond market, and manufacturing and small-bank lending are accelerating. Erik Davis discusses record Spider-Man and Odyssey box office, a hot Marvel slate, and a possible moviegoing renaissance.
- U.S. strikes Iranian rocket launchers near the Strait of Hormuz; oil prices rise.
- U.S.-Venezuela oil deal announced but market skepticism remains.
- OpenAI cuts Cursor access after SpaceX acquisition.
- Joe LaVorgna sees U.S. growth near 5% and expects Fed rate hikes.
- LaVorgna says Treasury buybacks add liquidity and may slow rate increases.
- LaVorgna points to manufacturing and small-bank lending acceleration.
- Erik Davis highlights Spider-Man/Avengers/Marvel box office strength and moviegoing renaissance.
Идеи
US economy booming; growth near 5%
The U.S. economy is booming and is the envy of the world, with current-quarter growth possibly near 5%; friendly tax, business, and regulatory policies plus manufacturing acceleration are lifting productivity, wages, and living standards, making U.S. growth trajectory broadly attractive.
Marvel pipeline hot; Disney format smart
Marvel is arguably hotter than ever, with Spider-Man: Brand New Day's box office strength and the Avengers Endgame re-release feeding into Avengers Doomsday; Disney's Infinity Vision premium-format branding is smart to maximize the Avengers theatrical experience.
Oil bid on Iran; escalation likely limited
Renewed U.S.-Iran military exchanges and threats to the Strait of Hormuz and Kharg Island have WTI crude prices well bid near $86, but the most likely scenario is an isolated flare-up rather than sustained escalation as Washington leans on sanctions; oil is in a geopolitically driven event-risk setup.
Fed will raise rates to reverse cuts
The Fed needs to raise interest rates to reverse the 75bp of late-2025 cuts because third-quarter/current-quarter growth could be near 5%, real rates have risen for the right reasons, and Chair Warsh's speech was hawkish and appropriate.
Rate hikes may lower long-term yields
The Treasury buyback program is an important liquidity tool for the deepest capital market, especially during late-August volatility; markets are forward-looking and will react now, and buybacks may mitigate the speed of rate increases, supporting the Treasury market.
Manufacturing accelerating on full expensing, taxes
The 2025 tax bill's full expensing for factories and permanent business tax changes are producing clear acceleration in manufacturing and industrial production, visible in ISM and regional Fed surveys, even outside tech; this supports U.S. manufacturing/industrial reacceleration.
Small banks benefit from improved lending
Business-friendly tax and regulatory policies should especially help small and community banks by getting lending into small businesses, where sentiment has been improving, supporting this segment of the U.S. economy.
Moviegoing renaissance is driving box office
Spider-Man: Brand New Day and The Odyssey are huge hits, summer box office could challenge 2013's record, advance ticket sales for December's Avengers Doomsday and Dune Part 3 are already open, and word-of-mouth/social media plus under-25 audiences are creating a moviegoing renaissance.
Далее
This CNBC video, published August 31, 2026, features Joseph Lavorgna, Erik Davis, Dan Murphy discussing XLE, DIS, WTI, Federal Funds Rate, TLT, U.S. manufacturing/industrial sector, KBE, BATRK. 8 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Joseph Lavorgna, Erik Davis, Dan Murphy · Tickers: XLE, DIS, WTI, Federal Funds Rate, TLT, U.S. manufacturing/industrial sector, KBE, BATRK