Tillerson for his nomination hearing. I said your administration is going to have to thread the needle, and figure out how on the one hand to push back against putins aggressiveness and meddling and interventionism. And at the same time stop a continuing downward spiral in the u. S. An relationship, that is potentially quite dangerous. But theyve got to do both sides of it. Rose and we conclude with a look at the Global Economy with sharmin moose aver rahmani of goldman sachs. You look at equity valuation, we actually have now just turned over into the tenth meaning markets. If people had gone out of equities in july of 1995, when equities were in the tenth decile, they would have never gotten a chance to get back in and would have left 500 returns on the table since 1995. So our key message is valuation alone is not a reason to go out of u. S. Equities, especially if you dont expect a recession. Rose politics, National Security and the Global Economy when we continue. Funding for char
Tillerson for his nomination hearing. I said your administration is going to have to thread the needle, and figure out how on the one hand to push back against putins aggressiveness and meddling and interventionism. And at the same time stop a continuing downward spiral in the u. S. An relationship, that is potentially quite dangerous. But theyve got to do both sides of it. Rose and we conclude with a look at the Global Economy with sharmin moose aver rahmani of goldman sachs. You look at equity valuation, we actually have now just turned over into the tenth meaning markets. If people had gone out of equities in july of 1995, when equities were in the tenth decile, they would have never gotten a chance to get back in and would have left 500 returns on the table since 1995. So our key message is valuation alone is not a reason to go out of u. S. Equities, especially if you dont expect a recession. Rose politics, National Security and the Global Economy when we continue. Funding for char
Tillerson for his nomination hearing. I said your administration is going to have to thread the needle, and figure out how on the one hand to push back against putins aggressiveness and meddling and interventionism. And at the same time stop a continuing downward spiral in the u. S. An relationship, that is potentially quite dangerous. But theyve got to do both sides of it. Rose and we conclude with a look at the Global Economy with sharmin moose aver rahmani of goldman sachs. You look at equity valuation, we actually have now just turned over into the tenth meaning markets. If people had gone out of equities in july of 1995, when equities were in the tenth decile, they would have never gotten a chance to get back in and would have left 500 returns on the table since 1995. So our key message is valuation alone is not a reason to go out of u. S. Equities, especially if you dont expect a recession. Rose politics, National Security and the Global Economy when we continue. Funding for char
Mathisen is somehow not wearing a tie. More than Economic Data never takes off and you got some big data earlier today. Lets find out what it may say about the economy and your money with the very bespoke Steve Liesman. I may take my tie off. The bad news is that with this mornings revision, we couldnt even get to 1 for First Quarter growth. Q1 actual up 0. 8 . That is an upward revision. There would be hopes for a whole number. 1 couldnt make it. The good news is that weakness is so far not spread to economists for this quarter. Here is the cnbc rapid update. There is news in this, folks. Its unchanged. The yfd a rebound remains intact. And some big guys like Goldman Sachs had the upper range there of 3 . Here are the details of the gdp number. Consumer spending that, is the big disappointment. Still at 1. 9 . Business investment revised downward. Businesses are simply not spending out there. Housing is strong. Revisions upwards to net trade. Exports were a little better. Imports a li
It seems to me if this trend really continues unfortunately 2015 will be recorded as the bloodiest year yet since 9 11. Mike mentioned one of our recent obligations related to terrorism in north africa and the impact regionally and globally. We do have copies for those who might be interested. Let me just mention that were covering a broad area all the way from [inaudible] health security, for example, the ebola crisis, and in general i think we have to look at the record. And the record of last year 2014, for example, there is an increase of 30 in north africa over 2013. And, again if you look at 9 11 from 9 11 you look at that particular region which really underscores the nature of the threats, there is an increase of 800 , and so on. And so today were going to discuss several of the countries in the region. Again, there are many terrorist groups involved in this activity. Some are regional and some are foreign fighters and so forth. So i think were going to deal with both the domes