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The Fed's hawkish cut, Oracle earnings, Coca-Cola's next CEO and more in Morning Squawk

1. Coca-Cola's operations chief Henrique Braun will become CEO in March 2026. 2. The company faces cooling demand from lower-income consumers due to inflation. 3. Coca-Cola has outperformed Pepsico under previous CEO James Quincey.

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FAQ

Why Bullish?

Stable leadership transition may provide strategic continuity and market confidence.

How important is it?

Leadership transitions can significantly impact strategic direction and market perception.

Why Long Term?

CEO changes often take time to affect company performance and investor sentiment.

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