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CNBC Squawk Alley January 3, 2017

Were back at post nine to start the new year. Between the markets and donald trump, a busy morning ahead. Dow 20,000 is back within striking distance after a rough end to 2016. Oil and the dollar also moving higher after bullish factory data. Joining me now is a market strategist, and brian jacobson. The chief portfolio strategist. Good morning, guys. Brian, i want to start with you. Youre looking at emerging markets as a potential bright spot going into the year. You think the president elects tough trade talk is likely mostly just talk. Anywhere in particular in emerging markets that is a particularly strong bet, and where do you see the potential for downside . Something that might happen that might change your view there . Sure, lets start with the downside that is president elect trump making good on some of his campaign pledges to get tough on mexico and china, perhaps running the risk to get us into a trade war. Yeah, i just put that as a very low probability event that that cou ....

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