Carl quintanilla with Morgan Brennan and jon fortt. Interesting monday morning getting news a few moments ago that the president met with jay powell earlier today, tweeted about that got a statement from the fed as well as the market tends to struggle a bit this morning for some direction joining us, michael puree vis, and pete stall good morning, guys good to see you both good morning. News from the fed first and then the white house is interesting. What could they have to talk about . Seems like the macro i think it is interesting you listen to any Earnings Call in the last six months, how many of them are belly aching about cost of capital not hot enough, not low enough there was some belly aching about trade. And Dollar Strength, sure, but the Dollar Strength has been persistent but hasnt been dramatic not a reply of the 2015 and 2016 which threw earnings off it has been a gradual steady rise that allowed ceos to manage more effectively, at least to manage the street better on that
Elizabeth warren, its recession. Carol and 2020 will bring about the great antitrust reawakening. The question is not whether to break up companies but how the laws are enforced. Kailey much more ahead. We begin with joel weber. Start of a new decade, what are the big things we needed to be watching . You hit a couple. Recession is one thing everyone is wary of. It has implications not just for the Trump Presidency but for the Global Economy as a whole. We give a survey of the World Outlook as a whole. 2 growth is what has been a projected but theres always a chance of it being revised downward. It comes down to the u. S. Consumer. In many ways, the Global Economy is on the back of the u. S. Consumer. Carol from the economy to elections. And the u. S. Is not the only place where there will be elections. That is an expected story. We can say elections, thats going to be a choppy sea. One more interesting place that will take up bandwidth is the antitrust conversation. This will dominate
Joe biden, Elizabeth Warren, or impeachment its recession. , carol and 2020 will bring about the great antitrust reawakening. The question is not whether to break up companies but how the laws are enforced. Kailey much more ahead. We begin with joel weber. Start of a new decade, what are the big things we needed to be watching . You hit a couple. Recession is one thing everyone is weary of. It has huge implications of for the Global Economy as a whole. We give a survey of the World Outlook as a whole. 2 growth is what has been a projected but theres always a chance of it being revised downward. It comes down to the u. S. Consumer. In many ways, the Global Economy is on the back of the u. S. Consumer. Carol from the economy to elections. And the u. S. Is not the only place where there will be elections. That is an expected story. We can say elections, thats going to be a choppy sea. Another place that will take up bandwidth is the antitrust conversation. In a way dominate d. C. That har
Not joe biden, Elizabeth Warren, or even impeachment, its recession. Carol and 2020 is sure to bring about the great antitrust awakening. The question is not just whether to break up Companies Like facebook, google and amazon but how the laws are enforced. Kailey much more ahead. We begin with joel weber. 2020 start of a new decade, what , are the big things we needed we need to be watching . Recession . You hit a couple. Recession is one thing everyone is really wary of. It has huge implications for the Trump Presidency and the u. S. Economy and the Global Economy as a whole. So our interest to gives a survey of the World Outlook as a whole. 2 growth is what has been a projected for the u. S. But , theres always a chance of it being revised downward. It comes down to the u. S. Consumer is capable of. In many ways, the Global Economy is on the back of the u. S. Consumer. Carol we go from the economy to elections. You guys cover that rightfully so. And the u. S. Is not the only place wh
Elizabeth five or impeachment, its recession. Bring about020 will the great antitrust reawakening. The question is not whether to break up companies but how the laws are enforced. Kailey much more ahead. We begin with joel weber. Decade, what are the big things we needed to be watching . You hit a couple. Recession is one thing everyone is weary of. Of huge implications for the Global Economy as a whole. We give a survey of the World Outlook as a whole. 2 growth is what has been a aojected but theres always chance of it being revised downward. It comes down to the u. S. Consumer. In many ways, the Global Economy is on the back of the u. S. Consumer. Carol from the economy to elections. And the u. S. Is not the only place where there will be elections. That is an expected story. We can say elections, thats going to be a choppy sea. Another place that will take up bandwidth is the antitrust conversation. This will dominate the sea d. C. In a way that harkens back to and the last time ant