SOTS 2nd Hour: Google’s Big Win, Jefferies’ David Zervos, & LIVE: Counselor To The Treasury Sec. Talks Data 9/3/25

Global yields spiking overnight as investors work through fresh JOLTS data and tariff developments: Carl Quintanilla and Sara Eisen broke down the latest moves alongside fresh Fed commentary and economic data top of the hour. Counselor to the Treasury Secretary, Joe Lavorgna joined the team to discuss it all – arguing the economy remains strong here – in addition to Jefferies Chief Market Strategist, and potential Fed contender David Zervos later on. Also in focus: what to do with Google shares after their big antitrust trial win… Why Evercore calls this a “clearing event” for the stock – and says you should buy the stock here. Plus: hear Pfizer’s official response to recent claims around their COVID vaccines… And a recap of August auto sales numbers – along with more on what could come next. Squawk on the Street Disclaimer