Renaissance Macro Head of Economic Research Neil Dutta shares his outlook for inflation, the Fed and yields. Then, D.A. Davidson analyst Gil Luria discusses Nvidia&#x27;s new AI safety software as the stock jumps today. Plus, we bring you the details of SpaceX&#x27;s historic Starship launch this morning.<br>Squawk on the Street Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26

Squawk on the Street

[SPEAKER_03] Good Monday morning. Welcome back to Squawk on the Street. I'm Sarah Eisen with Carl Quintanilla, live from Post 9 of the New York Stock Exchange. Today, the Federal Reserve's rate path. With inflation data and the jobs report both on deck this week, Renaissance Macros Neil Dutta joins us to make his case for why the central bank will keep hiking.

[SPEAKER_11] Meta's enterprise push, the company poaching yet another top tech executive as it seeks to monetize its AI spend by selling more tools and services to business customers.

[SPEAKER_03] An AI safety PR problem going mainstream, getting the SNL treatment over the weekend. This says OpenAI and Anthropic reportedly probed thousands of security incidents.

[SPEAKER_11] As for markets, we did take a bit of a leg lower here. Dow's down almost 400 points, lost that 7700 level. We're thinking about whether this is related to that 10-year, which is now at session highs 527. A lot of data is on the way, though, through the course of the week, including jolts tomorrow, ADP Wednesday, and a jobs number Friday.

[SPEAKER_03] And PCE in between. That's the Fed's preferred inflation measure, which is what they're so worried about, which is why they've been raising interest rates. For more on today's market action, let's bring in chief investment strategist at Schwab Center for Financial Research, Lizanne Saunders. Lizanne, does a 10-year now surpassing 5.25% change your view on equities at all?

[SPEAKER_12] No, not specific to the level. I think when you hit these round number levels, in this case, five and a quarter, I think there might be a psychological component that filters in.

11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

11AM Hour: Renaissance Macro's Neil Dutta, Nvidia Shares Pop & SpaceX's Historic Launch 9/28/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.