Familiar with the alliance, we are a Nonpartisan Organization that is dedicated to convening and educating the Health Policy community through a balanced exchange of evidence. We are so thankful to bill pierce for supporting the alliance and putting on this series and with that support we have had the privilege of hosting many esteemed guests and Panel Discussions over the past couple of years including Joseph Grogan who im honored to welcome back today. I believe you have the distinction of being our first repeat guest. He joined us about a year ago when he was an associate director at omb and so we look forward to hearing about your new role and Health Care Priorities as the director of the Domestic Policy Council. Thank you for being here again, mr. Grogan. Thank you to all of you for being here and with that i will turn it over to bill to get us started. Thank you, kathryn. Welcome everybody, welcome on behalf of apco where with along with the alliance we think these are important
Not just port also you had thousands of demonstrators that are gathering around other Government Installations you had a group in the past few days to block the entrance the bus the provinces and also the oil refinery you had official to come out in the past few days saying that this type of activity is costing the government billions of dollars so the tension continuing to rise about that we must stress so that we have not been able to get any type of government confirmation yet with regard to these latest reports be it didnt basra the violence there for the violence that you spoke about in baghdad there are these reports now in baghdad that several antigovernment protesters have 24 hours have been shot all of this happening against this backdrop where you had iraqs military spokesman saying on wednesday that Security Forces had been ordered not to use live fire on demonstrators and Major General abizaid couldnt call that had told reporters at a press conference on wednesday as he had
Programs i have the pleasure to welcome you all to her breakfast. For reporters if youre not familiar with the alliance a Nonpartisan Organization dedicated to convening and educating the Health Policies and we are so thankful to support the alliance with the series with that support to see guest and Panel Discussions over the last couple of years including joseph rogan i believe you have the distinction to have our first repeat guest he joined us a year ago as an associate director we look forward to hearing about your new role and healthcare priorities for the Domestic Policy Council thank you for being here and we will get it started. On behalf of the alliance these are important alliances we believe strongly that wellinformed press is important to the washington dc world and the dialogue is important we really appreciate you joe willing to come and subject yourself to the questioning of this group. Senior director here. Joe and i have known each other for quite some time working in
Youl uber, spotify is testing new lows stephanie we were just talking before we got started this market has to give you a little bit of whiplash. Were up for a second straight day but hold your breath maybe things will change tomorrow. You cant get obsessed with it you have to either have to be a long Term Investor or day trade. Very difficult at this point look trade is obsessing everyone i cant wait for earnings. Im super excited to talk about banks. Im watching technology today. Technology is 26 of the s p 500 waiting. We have gotten a couple of surveys in the last couple of days that suggest i. T. Spending is slowly. 4 this year, 3. 4 next year you have to start to be more selective in technology. Again, a big component of the s p. I still think you want to be in semis, cloud and security. You want to be very specific on software and hardware. We had a lot of calls cash coming after the close last night two days in a row of gains and almost all sectors positive both days so within
Strategists on wall street now see elevated recession risks and a possible significant pullback. Joining us is ian winer. Welcome back. Thank you for having me. Today it is the trump comments that are lifting the market friday they were sinking the market what do you do in this environment . You have to stick to the stocks that you really like because theres absolutely no direction in the marketplace the president clearly isnt helping things i think we are just going to continue to stay range bound at the same time, where global rates are and the fed basically saying theyre going to be there and you are in a little range here i think that the uncertainty itself will outweigh whenats happening and see a correction before we run away to new highs. The risks tilted negatively near term negatively for three months i think. Ians here for the hour lets focus in on the big stories today. Live in france with the latest on china trade bob here at the exchange kate tracking the nasdaq ayman, fir