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Kim Jong-Un Threats Amount to 'Get Off My Lawn,' Kimmitt Says Sep 05, 2017

Show notes

North Korea's Kim Jong-Un wants the U.S. to "get off his lawn" and Americans shouldn't worry about nuclear war any time soon, says Mark Kimmitt, the former U.S. assistant secretary of state for political-military affairs. Prior to that, James Stavridis, dean of the Fletcher School at Tufts University, says China holds North Korea's leash. Finally, Steve Bell, a senior advisor at the Bipartisan Policy Center, says there's a chance of tax cuts in early 2018.

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Jobs Report Is Weak, Gross Says Sep 01, 2017

Show notes

Bill Gross, a fund manager at Janus Henderson, says this is a weak jobs report and that he sees the U.S. budget deficit increasing. Prior to that, Jim Glassman, JPMorgan's head economist for commercial banking, says economists should worry when businesses stop worrying. Gary Cohn, director of the White House National Economic Council, says a tax blueprint will be coming out in the next couple of weeks. Finally, Brian Kelly, founder of The Points Guy, says avoid flying to Houston, but if you are, ask for a "weather waiver."

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Gasoline May Jump as Much as 40 Cents a Gallon, Gartman Says Aug 31, 2017

Show notes

Dennis Gartman, editor and publisher of the Gartman Letter, says there won't be any gasoline from the Colonial pipelines for the next several weeks. Prior to that, Nicholas Akins, CEO of American Electric Power, says it's critical to get electrical power back up at chemical facilities in Houston. Finally, Michael Brown, an economist at Wells Fargo, says he expects Democrats to support a clean debt-ceiling bill.

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Why Morgan Stanley Is Revising Its GDP Outlook Aug 30, 2017

Show notes

Ellen Zentner, Morgan Stanley's chief U.S. economist, tells Tom Keene and Francine Lacqua why Morgan Stanley is revising its GDP forecast and says the economy hasn't seen the worst yet for inflation this year. Jens Nordvig, Exante Data's CEO and founder, says there's too much concern about European political risk. Jacques Rousseau, an oil and gas analyst at Clearview Energy Partners, says things may get to the point where companies borrow oil. Finally, Daniel Alpert, Westwood Capital's managing partner, says the vicious cycle of borrowing to consume is re-emerging.

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Next Fed Chair Doesn't Have to be Seasoned Economist, Schlosstein Says Aug 29, 2017

Show notes

Ralph Schlosstein, president and CEO of Evercore Partners, says the next chair of the Federal Reserve doesn't have to be a seasoned economist. Prior to that, Harm Bandholz, Unicredit's chief U.S. economist, says the U.S. will be at two percent GDP by the end of next year. Pete Sessions, a Republican representative from Texas, says President Trump must figure out where his best talents are quickly. Finally, Bruce Klingner, a former CIA deputy division chief, says China would act on North Korea if the U.S. limited their financial access.

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Ex-FEMA Head Says Trump's Done Everything Right on Harvey So Far Aug 28, 2017

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Former FEMA Director James Lee Witt says Trump's done everything right so far on Hurricane Harvey. Prior to that, Representative Mark Walker, chairman of the Republican Study Committee, says he expects U.S. tax reform to pass before Thanksgiving. Noah Feldman, a Bloomberg View columnist, says it's clear Trump ignored all formal processes in pardoning Sheriff Joe Arpaio. Finally, former Fed Vice Chair Alice Rivlin says a government shutdown could still happen, even though she doesn't expect it.

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Fed Should Be Moving on Balance Sheet, Dallas Bank's Kaplan Says Aug 25, 2017

Show notes

Robert Kaplan, president of the Dallas Federal Reserve Bank, says the economy is closer to the neutral rate than some think, and the Fed should be moving on its balance sheet. Glenn Hubbard, dean of the Columbia Business School, sees 2 percent inflation in the not-too-distant future. Finally, Mohamed El-Erian, Allianz SE's chief economic adviser, says despite the back and forth in Washington, the government's debt ceiling will be resolved.

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Fed Can Start Shrinking Its Balance Sheet, Esther George Says Aug 24, 2017

Show notes

Esther George, president of the Kansas City Federal Reserve Bank, says the Fed can start shrinking its balance sheet and that there's still an opportunity to increase rates once more. Prior to that, Ron Temple, Lazard Asset Management's co-head of multi-asset investment, says leadership is not a tweet. Shannon O'Neil, a senior fellow at the Council on Foreign Relations, says Latin American countries have a reflex action about U.S. tough talk. Finally, Tim Pawlenty, the former governor of Minnesota and a former presidential candidate, says despite Democrat opposition, a tax bill could be forced through by Republicans if they wanted.

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Trump Doesn't Have to Play Hero Role, Just a Less Destructive One, Gabriel Says Aug 23, 2017

Show notes

Chuck Gabriel, president of Capital Alpha Partners, says Trump doesn't have to play a heroic role, just a less destructive one. Gary Shilling, president of A. Gary Shilling & Co., says massive tax reform is due in the U.S. Finally, Jacques Rousseau, the managing director of global oil and gas at Clearview Energy Partners, says there's a disconnect in gas consumption data.

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Trump Is Over-Relying on Military Advice, Former U.S. Army Secretary Says Aug 22, 2017

Show notes

Former U.S. Army Secretary Eric Fanning says President Trump is over-relying on military advice and that his views on Afghanistan have evolved significantly. Prior to that, Conrad Dequadros, RDQ Economics' senior economist, says there's a low chance that U.S. fiscal policy will change. Finally, Lawrence Korb, the former assistant secretary of defense, says Trump's policy on Afghanistan risks inciting terrorists.

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