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Dan Clifton & Mike Solon: Trump's new budget: back to Clinton welfare reform; make it pay to work. There are no cuts. Just slower growth. What about tax cuts? Ryan gives up BAT tax? Senate? Detailed plan from WH? Parental leave?
Joe Rago & Hadley Heath Manning: Repeal & Replace: when, what, how? Messaging? Risk pools? Premiums? Keep your doctor? GOP promise to fund poor, ill, pre-conditions? Medicaid? Senate: not 50 votes yet.
Brian Kelly & Peter Costa: Stocks: domestic profits falling, so are profit margins. Commodities? Bitcoin? Fed rate hikes? Fed shrinks balance sheet: retire reserves. Flat curve? April capex not good.
Gen Jack Keane: Trump changes policies in Mid-East. From Iran to Saudis & Israel. Sunni-Arab-Israel NATO? $100b to Saudis. Iran-Hezbolla-Hamas real enemy. What about campaign to destroy ISIS? NATO not taking terrorism seriously.
Moore-Pethokoukis-McIntyre: Money Politics: Lawyers stop Trump tweets? Staff shake-up? War Room? Corey Lewandowsky, Dave Bossie, David Urban. How about econ side? Kushner-Russia? |
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