Jeff Cox
CNBC.com economics editor who comments on recession probabilities, mortgage rates, and broader economic indicators in the episode.
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6 snips
Mar 25, 2026 • 44min
AI disruption, energy shocks, and policy risks reshape markets 3/25/26
Jeff Cox, CNBC markets reporter tracking recession odds and labor trends. Joyce Chang, J.P. Morgan research chair offering macro and energy risk analysis. They dig into AI-driven shocks to software valuations. They discuss energy price volatility, geopolitical tensions and tariff and policy risks reshaping market sentiment.
5 snips
Mar 25, 2026 • 4min
Market Open: Stocks Higher, Investors Hopeful That Iran War Talks Could Happen, New Mexico AG On Win Over Meta 3/25/26
Jeff Cox, CNBC.com economics editor who tracks recession odds and rates. He discusses rising recession probability from top economists. He covers climbing mortgage rates and weakening demand. He also touches on market reactions to easing Iran Strait tensions and shipping disruptions affecting oil and gas prices.
