
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh consumer data and color from a slew of earnings reports before turning to the macroeconomy with Cantor Fitzgerald's Chief Equity & Macro Strategist - and hurtling into the consumer picture with the CEO of Barclays, fresh off earnings there. Plus: extra color from the CEO of Coca-Cola, who exclusively spoke with Sara this morning - and a deep-dive on tech stocks, as a new report around OpenAI hits the group in early trading. Elsewhere this hour: Council on Foreign Relations President Michael Froman - with his take on new headlines the UAE is leaving OPEC in May, and the U.S. & Iran remain far apart on any peace deal. Squawk on the Street Disclaimer
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