Bloomberg Intelligence

Ariel Cohen, a senior fellow at the Atlantic Council, discusses the fallout of General Flynn's resignation and relations between Russian and the U.S. Then, Alex Nowrasteh, an immigration policy analyst at the Center for Global Liberty and Prosperity at the Cato Institute, discusses the outlook and issues surrounding the Trump administration's immigration policies. Finally, Phil Orlando, the chief equity strategist for Federated Global Investment Management, discusses markets, current investment strategy and the Fed.

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Damian Sassower, a fixed income strategist for Bloomberg Intelligence, discusses declining foreign currency reserves held by emerging-market nations. Jeff Weiss, the chief technical analyst at Clearview Trading Advisors, and Bloomberg Intelligence's Yelena Shulyatyeva, compare technical analysis to economic forecasts for the markets. Lucas Shaw, a Bloomberg media and entertainment reporter, says Facebook is trying to break into the music industry and offer labels an alternative to YouTube. Finally, Brian Chappatta, a Bloomberg bond reporter, discusses his story about how America's biggest foreign creditors are dumping Treasuries.

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George Magnus, a Bloomberg View columnist and an associate at Oxford University's China Centre, says China isn't ready to make the concessions the U.S. wants on trade policy. June Grasso, co-host of "Bloomberg Law," discusses the next steps for the Trump administration after an appeals court refused to reinstate the travel ban. Art Hogan, the chief market strategist at Wunderlich Capital Markets, speaks with Pimm Fox and Lisa Abramowicz about the markets and his investment strategy. Finally, Brian Rye, the senior healthcare policy analyst for Bloomberg Intelligence, discusses how Tom Price's confirmation as Secretary of Health and Human Services will affect Obamacare and its repeal.

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Jim Bianco, president and founder of Bianco Research, says 10-year Treasury yields could fall below 2.3% before rising to 3%. Alex Zozaya, CEO of Apple Leisure Group, discusses investment opportunities for tourism and travel in Central America and Donald Trump's potential effect on the travel industry. Sarah Jane Mahmud, a government analyst for Bloomberg Intelligence in London, discusses the passage of Theresa May's Brexit bill. Finally, Shruti Singh, an agriculture companies reporter for Bloomberg, says the meat industry is bracing for a shortage of refugees needed to cut steaks.

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Jim Vogel, an interest rate strategist at FTN Financial, says he expects a plan from the Federal Reserve for its $400 billion of Treasury holdings by the end of 2017. Bloomberg Intelligence's Paul Sweeney discusses Disney and Time Warner. Alan Baum, a principal at Baum and Associates, a Michigan-based research firm, says the price of some cars could rise by $17,000 because of a border tax. Finally, Ruth David, an IPO and deals reporter for Bloomberg, discusses Saudi Aramco hiring Moelis to advise on what may be a $100 billion IPO.

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John Kilduff, a founding partner of Again Capital, says oil prices could fall to as low as $42. Tony Dwyer, Canaccord Genuity's chief market strategist, discusses markets and investing and why he's calling for stocks to fall in the "near term." Jordan Robertson, a Bloomberg technology reporter, says cybersecurity fears are creating a desire for alternative network equipment. Finally, Bloomberg's David Welch discusses GM's earnings and outlook.

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Paul Sweeney, director of North American research and a media analyst for Bloomberg Intelligence, discusses media earnings and says 21st Century Fox has the best exposure to the global growth of pay TV. Scott Rothbort, president of Lakeview Asset Management, tells Pimm Fox and Lisa Abramowicz why he is short Chipotle. John Wobensmith, president of Genco Shipping, discusses dry bulk commodities in China and the supply-demand outlook for 2017. Finally, Charles Peabody, the managing director at Compass Point Research & Trading, discusses the possibility of U.S. banks returning more than $100 billion in capital to investors if Donald Trump succeeds in loosening regulation.

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Jim Millstein, CEO of Millstein & Co, says Donald Trump's agenda would be a radical refashioning of America's place in the world's economy. Ross Levinsohn, the executive chairman of Mundo Media and formerly Yahoo's interim CEO, says the most important thing media companies need to figure out is a distribution strategy. Peter Dugas, former deputy assistant secretary of the U.S. Treasury, discusses the tech and business implications of a Dodd-Frank repeal. Finally, Alison Williams, the senior bank analyst at Bloomberg Intelligence, discusses potential repeals of the Dodd-Frank and fiduciary rules.

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Marc Stefanski, CEO of Third Federal Savings & Loan, says small and mid-size banks are being choked by the regulatory environment. Bloomberg's Marty Schenker discusses whether Donald Trump will damage long-standing alliances. BNP Paribas' Paul Mortimer-Lee speaks with Pimm Fox and Lisa Abramowicz about rates and the global economy. Finally, Matt Levine, a columnist for Bloomberg View, discusses his column, "Stability Is Good For Business. Trump's Whims Threaten It."

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Neil Dwane, a global strategist for Allianz Global Investors, discusses investment strategies for Donald Trump's policies and says infrastructure doesn't change the growth rate of the underlying economy. Bloomberg's John Lippert tells Pimm Fox and Lisa Abramowicz that Ford will have an edge over other automakers in the face of Trump's proposed border tax. Brown Brothers Harriman's Scott Clemons discusses Trump, tariffs and trade economics. Finally, Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's Supreme Court nominee, Neil Gorsuch.

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Libby Toudouze, a partner and money manager at Cushing Asset Management, says Williams Partners is in the sweet spot of the energy "renaissance." Michael Scanlon, a money manager at Manulife Asset Management, previews Apple earnings. Max Nisen, a Bloomberg Gadfly columnist covering health care, discusses Eli Lilly and Pfizer earnings, Teva's plunge after patents were invalidated and Donald Trump's meeting with the pharmaceutical industry representatives today. Finally, Patrick Donahue, a German government reporter for Bloomberg in Berlin, discusses Trump adviser Peter Navarro criticizing Germany for exploiting an "undervalued" euro.

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Former Assistant Secretary of State Lincoln Bloomfield, chairman emeritus of the Stimson Center, says Donald Trump's decision to elevate chief strategist Steve Bannon to the National Security Council and demote the director of National Intelligence and the chairman of the Joint Chiefs of Staff raises questions. Gerardo Rodriguez, a managing director and money manager at BlackRock Financial Management, discusses the outlook for Mexico and the peso in the face of NAFTA restructuring and a proposed border wall. Bloomberg's Shira Ovide speaks with Pimm Fox and Lisa Abramowicz about Trump's immigration ban and plans to overhaul the work-visa programs, and how it could affect technology companies. Finally, Bloomberg's Justin Sink and Nathan Dean discuss migrant policy and Trump's declaration that he will dismantle Dodd-Frank.

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Bill Sandbrook, CEO of U.S. Concrete Inc., gives an outlook on infrastructure and says a border wall will need a significant amount of concrete. Leonid Bershidsky, a Bloomberg View columnist in Berlin, discusses his column, "Trump Is a Master of Diversion." Bloomberg's Eric Martin talks about deteriorating U.S.-Mexico relations amid a trade and border wall clash. Nancy Havens-Hasty, president and CIO of Havens Advisors, gives an M&A outlook for 2017.

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Bloomberg Intelligence's Tom Orlik discusses how Asia economies will shape up under a U.S.-less TPP and says losing U.S. trade will hurt China. Bob Shanks, CFO of Ford Motor Company, discusses fourth quarter earnings. Peter Andersen, CIO of Fiduciary Trust, talks about his investment strategy in times of uncertainty. Finally, Max Abelson, a finance reporter for Bloomberg, discusses his Businessweek article, "Billionaire Ross Spearheads Trump’s Plan for Rule by the Rich."

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Bloomberg's Joe Nocera tells Pimm Fox and Lisa Abramowicz why Tom Price's stock trades flunk the smell test. Jamie Butters, a U.S. auto reporter for Bloomberg, discusses why Donald Trump has picked a bad time to push for new U.S. auto factories. Bloomberg Gadfly's Tim Culpan discusses Foxconn Technology's plans for a U.S. plant that might create 30 thousand to 50 thousand jobs. Finally, Ron Williams, the chairman and CEO of RW2 Enterprises, discusses how the millennial generation will steer an $18 trillion economy.

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Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramowicz about McDonald's earnings and seismic shifts in restaurant demographics. Lawrence Golub, CEO of Golub Capital, discusses the outlook for markets. Finally, Jennifer Jacobs, Bloomberg's senior political correspondent, discusses today's political news: President Trump's plan to end trade deals, meeting with Dow Chemical and labor leaders and Sean Spicer's statements on crowd size.

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Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co, discusses Trump signaling that he will abandon the "strong dollar" policy in the U.S. Finally, Matt Freund, the co-CIO and head of fixed income strategies at Calamos Investments, discusses the bond market, rising rate climate and strategies for fixed income investors.

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Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, discusses the Fed, the economy and investing under a Donald Trump administration. Jonathan Bernstein, a columnist for Bloomberg View, tells Pimm Fox and Lisa Abramowicz why hundreds of still-empty staff positions could cause Trump's administration to struggle. Finally, Alan Bjerga, co-host of Bloomberg Radio's "Politics Policy and Power," discusses Sonny Perdue being nominated for agriculture secretary, key issues for the agriculture sector and Steven Mnuchin's confirmation hearing.

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Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of the running for Labor Secretary. Ira Millstein, a senior partner at Weil, Gotshal & Manges LLP and an adjunct professor at Columbia Law School, talks about his new book, "The Activist Director: Lessons From the Boardroom and the Future of the Corporation." Julian Lee, an oil strategist for Bloomberg in London, discusses OPEC's pricing bubble. Finally, Paul Sweeney, the director of North American research and media analyst for Bloomberg Intelligence, previews Netflix's earnings.\u0010\u0010(Corrects headline to attribute speculation about Andrew Puzder to Nancy Ognanovich, a senior reporter at Bloomberg BNA)

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David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Theresa May's outline to take the UK out of the single market. Joe Carroll, Energy Americas reporter for Bloomberg, on Exxon buying Permian Basin assets from the Bass Family. Mike Bailey, CFA, Director of Research at FBB Capital Partners, on his bullish outlook for healthcare and industrials.

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Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about the dwindling number of hospitals in America and how undoing Obamacare could make it worse. Alison Williams, a senior banks analyst for Bloomberg Intelligence, discusses bank earnings. Finally, Bloomberg's Jamie Butters talks about potential penalties for emissions cheating charges for Fiat Chrysler.

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John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Rye, a senior health care policy analyst for Bloomberg Intelligence, discusses Senate republicans taking first measures for an Obamacare repeal.

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Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committee, talks to Pimm Fox and Lisa Abramowicz about monetary/fiscal policy and geopolitical risks on the fixed income and currency markets. Chris Strohm, a national security reporter for Bloomberg, discusses President-elect Trump being informed that he was compromised by the Russians in an unsubstantiated intelligence report. Finally, James Crombie, editor of Bloomberg Briefs, talks about the top-ranked forecasters' predictions for U.S. growth, inflation, trade and Trump.

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Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abramowicz about the Senate hearings on Donald Trump's cabinet picks. Johan de Nysschen, president of Cadillac, discusses Cadillac's new car subscription service in NYC and the importance of the V-series to the brand. Joe Hinrichs, president of the Americas at Ford, discusses new electrified vehicles and investment in new jobs in Michigan.

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Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg Detroit Bureau Chief David Welch talk to Pimm Fox and Lisa Abramowicz about the themes and highlights from the auto industry at the North American International Auto Show. Sam Slaughter, chairman of the show, discusses Automobili-D, displaying the connected, high-tech, automotive digital future. Finally, Alan Batey, GM's executive vice president and president for North America, discusses Mexico manufacturing and Chevrolet's business health.

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Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder of Efficient Power Conversion, talks about EPC's chips being used in wireless consumer electronics and the future of car technology. Bloomberg's Daniel Moss speaks with Pimm Fox and Lisa Abramowicz about China preparing to retaliate if Donald Trump raises trade barriers. Finally, Urs Dur, CFO of TBS Ocean Logistics, discusses the outlook for global bulk and shipping in 2017.

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Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer outlook. Bloomberg's Vincent Cignarella discusses five ways the dollar rally may end if Donald Trump's policies fail. Finally, Willis Sparks, the director of global macro at Eurasia Group, tells Pimm Fox and Lisa Abramowicz the top risks for 2017 and why we are entering a global geopolitical recession.

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Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico. Then Frank Sorrentino, CEO of ConnectOne Bank, gives an outlook for banking and rates as the Fed says four hikes are on the table this year. Brian Rye, a senior health-care policy analyst at Bloomberg Intelligence, discusses Senate Republicans putting out a budget resolution to partly repeal Obamacare. Finally, Sandy Rowland, CFO of Harman, tells Pimm Fox about Harman's view of the future of the connected/autonomous car and the innovations debuting at CES 2017.

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Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald Trump is trying to butter up Vladimir Putin to detach Russia from China. Then, Anand Srinivasan, senior semiconductor and hardware analyst for Bloomberg Intelligence, discusses President Obama's upcoming report on protecting the U.S. chip industry from China trade pressure. Also, Bloomberg's David Welch talks to Pimm Fox about Trump tweeting that GM should make its Cruze model in the U.S. or pay U.S. taxes. Finally, David Garrity, CEO of GVA Research, previews the 2017 Consumer Electronics Show in Las Vegas.

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Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a foreign policy reporter for Bloomberg, discusses Obama's sanctions against Russia and Donald Trump's tough choice on whether to support the sanctions when he takes office. Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's possible SCOTUS picks. Finally, Chuck Lieberman, CIO and a managing partner at Advisors Capital Management, talks about markets, investing and which financials look attractive.

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Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of McEnearney Associates, discusses the impact of interest rates and the new Donald Trump administration on D.C.-area rentals and home sales. Bloomberg's Katherine Burton talks to Pimm Fox about the client revolt from hedge funds. Finally, Doug Ciocca, CEO and partner of Kavar Capital, gives his predictions for markets and assets in 2017.

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David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook for a variety of asset classes. Jason McGorman, a healthcare services analyst for Bloomberg Intelligence, gives an outlook for health care companies as Obamacare faces a repeal from the GOP. Finally, Kit Konolige, senior utilities analyst for Bloomberg Intelligence, discusses how Toshiba's record fall highlights risks in nuclear project construction.

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Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference Board, gives an overview of the December consumer confidence index report. Chiara Albanese, a Rome-based markets reporter for Bloomberg, discusses the ECB saying Monte di Paschi needs $9.2 billion in capital. Finally, David Glickman, CEO of Ultra Mobile, discusses his company, which provides a SIM card-based, international wireless service that can be individually customized.

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Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal bonds. George Ferguson, senior aerospace and defense analyst for Bloomberg Intelligence, talks to Pimm Fox and Lisa Abramowicz about Trump seeking a larger U.S. nuclear arsenal. Finally, Henley Smith, senior vice president at Vanderbilt Avenue Asset Management, discusses money market concerns.

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Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading LLC, and Bloomberg's Mike McGlone discuss agricultural commodities. Keri Geiger, a financial crimes reporter for Bloomberg, talks to Pimm Fox and Lisa Abramowicz about Donald Trump's $300 million loan with Deutsche Bank and a possible conflict of interest with his role as president. Finally, Bloomberg's Mike Dorning discusses the news that Trump has named billionaire investor Carl Icahn a special adviser.

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Craig Johnson, president of Customer Growth Partners, discusses retail earnings and tells Pimm Fox and Lisa Abramowicz why this holiday may be the best in a decade for retailers. Then, Satish Jindel, president of SJ Consulting Group, talks about the complexity of global shipping networks. Also, Bloomberg's Shahien Nasiripour discusses the Obama administration actively seeking loan payments from thousands of former students eligible for a debt-forgiveness program. Finally, Dan Fuss, vice chairman of Loomis Sayles, gives an outlook for rates and bond yields.

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Richard Conn, a managing partner at Eurasia Advisors, discusses Russia's relations with Turkey and the U.S. and the implications of the assassination of the Russian ambassador. Then, Pimm Fox and Lisa Abramowicz talk to Billy House, Bloomberg's White House reporter, about Donald Trump picking Mick Mulvaney for director of the Office of Management and Budget. Also, Bloomberg View's Tyler Cowen discusses his column, "Expect Trump's Appointees to Have a Big Impact." Finally, TransUnion's senior director of research and consulting, Nidhi Verma, discusses its 2017 consumer credit market forecast.

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Doug Borthwick, managing director at Chapdelaine & Co., discusses the weakening\u0010of China's yuan versus Japan's yen, and gives an outlook for the dollar. Then,\u0010Bloomberg's Zeke Faux talks to Pimm Fox and Lisa Abramowicz about the news that\u0010Platinum Partners' co-founder has been charged with fraud. Also, Joel Stern,\u0010chairman and CEO of Stern Value Management, discusses growth outlook and interest rates. Finally, Bloomberg Intelligence's Matt Larson says the $14.5 billion in Irish back taxes\u0010that the EU has ordered Apple to pay is just a fraction of Apple's liability.

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Bloomberg Gadfly columnist Shira Ovide tells Pimm Fox and Lisa Abramowicz how much the hack could cost shareholders if it leads to the collapse of the Verizon deal. Then, Nav Athwal, CEO of RealtyShares, talks about housing under a Donald Trump presidency and whether the recent trend of foreclosures is here to stay. Also, Constance Hunter, KPMG's chief economist, discusses China's monetary policy and its impact on the economy. Finally, Rob Tricchinelli, senior legal editor for Bloomberg BNA, examines whether Trump's market-moving tweets could trigger SEC oversight.

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Doug Ramsey, CIO of the Leuthold Group, gives his outlook for markets and the dollar. Then, Bloomberg's Mark Gilbert tells Pimm Fox and Lisa Abramowicz why post-Brexit Britain may face a wage squeeze next year. Also, Eric Stein, co-director of global fixed income at Eaton Vance, discusses the bond markets and the reaction to the FOMC meeting. Finally, Joe Davis, Vanguard's chief global economist, gives an outlook for the economy under Donald Trump's presidency.

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Gil Shwed, CEO of Check Point Software, tells Pimm Fox and Lisa Abramowicz what the U.S. government needs to do to prevent future cyber attacks. Then, Bloomberg's Jing Cao discusses IBM's plan to hire 25,000 people in the U.S. Finally, BNY Mellon's Marvin Loh discusses the impact of a rate hike and gives an outlook for fixed income assets.

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Jack Devine, former acting director of the CIA and president of the Arkin Group, talks to Pimm Fox and Lisa Abramowicz about the Russian hack and the impact of Donald Trump's recent dismissive comments about the CIA. Then, Hugh Johnson, chairman and CIO of Hugh Johnson Advisors, gives his market outlook for 2017. Finally, Karen Mills, a senior fellow at Harvard Business School, discusses what small businesses should expect from the Trump administration.

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Bob Michele, JPMorgan's chief investment officer, says the Fed should make the December meeting an event to show what they want to do in 2017. Then, Bloomberg's Alex Sherman tells Pimm Fox and Lisa Abramowicz why the Viacom/CBS deal fell through and why Les Moonves may have played a role. Also, Patrick Chovanec, Silvercrest Asset Management's chief strategist, discusses the significance of the One China policy. Finally, John Kilduff, a founding partner of Again Capital, gives an outlook on oil markets.

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Bloomberg's Yalman Onaran, author of "Zombie Banks," discusses Italian banks and the ECB's decision to reject Monte Paschi's bid for more time on capital. Then, Pimm Fox and Lisa Abramowicz talk to Jim Murren, chairman and CEO of MGM Resorts, about MGM's new gaming resort in Washington and why public perception of gaming is at an all-time high. Also, Bloomberg's Catherine Traywick discusses Donald Trump's transition team's energy policy, which includes ways to keep nuclear power generators alive. Finally, Frank Holmes, CEO of U.S. Global Investors, says airlines have become an oligopoly.

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Pimm Fox and Lisa Abramowicz talk to Christian Catalini, a professor at MIT, about Blockchain and why cryptocurrencies such as bitcoin could be widespread and disruptive. Then, John Stoltzfus, Oppenheimer's chief investment strategist, says he's still bullish on U.S. equities and the Asia region. Also, Bloomberg's Max Chafkin tells Pimm and Lisa why Google has never had to worry about financial disciple until now. Finally, Maxime Sbaihi, a Euro-area economist for Bloomberg Intelligence, discusses the ECB rate decision and its impact on markets.

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Scott Rothbort, president of LakeView Asset Management, talks about the changing nature of the retail industry, Wal-Mart's outlook and why Chipotle has lost its way. Then, Pimm Fox and Lisa Abramowicz talk to Max Nisen, a Bloomberg Gadfly columnist, about pharma and biotech stocks sinking after Donald Trump's tweet to "bring down drug prices." Also, Brandon Barnes, senior litigation analyst for Bloomberg Intelligence, discusses why the Dakota Access pipeline owners have a strong chance to reverse the Army Corps of Engineer's refusal to grant the final permit needed. Finally, Shira Ovide, a Bloomberg Gadfly columnist, goes over tech news, including Trump saying SoftBank will create 50,000 jobs in the U.S.

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John Fraher, Bloomberg's executive editor for international government, discusses Bloomberg's Pessimist's Guide to 2017. Then, Pimm Fox and Lisa Abramowicz speak with Irene Finel-Honigman, an adjunct professor at Columbia University's School of International and Public Affairs, about the impact of civil unrest on markets. Also, Arthur Kroeber, a fellow of the Brookings-Tsinghua Center for Public Policy, says the U.S. has more to lose in a trade war with China than China. Finally, Shelly Banjo, a Bloomberg Gadfly columnist, discusses why retailers should fear Amazon's push into grocery stores.

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Former Senator Joe Lieberman, co-chairman of the nonpartisan advocacy group "No Labels," discusses the emergence of a center-left and center-right coalition after a divisive 2016 election. Then, Lananh Nguyen, a Bloomberg FX reporter, says Wall Street analysts are writing "bold and funny" notes to engage more readers. Also, Marcus Ashworth, a Bloomberg Gadfly columnist covering European markets, discusses the Italian referendum and its impact on banks and Euro markets. Finally, Brown Brothers Harriman's Marc Chandler, tells Pimm Fox and Lisa Abramowicz why the Euro didn't sell off more after the referendum.

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Pimm Fox and Lisa Abramowicz talk to Chris Lu, deputy secretary for the Department of Labor, about the November jobs report. Then, Global Markets' Peter Kenny discusses why the infrastructure sector is overbought. Also, Algebris Investments' Alberto Gallo talks about the ECB and whether it will be tapering its bond purchasing program. Finally, Shelly Banjo, a columnist for Bloomberg Gadfly, gives an outlook for Starbucks after CEO Howard Schultz's announcement that he's stepping down.

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Brooke Sutherland, a columnist for Bloomberg Gadfly, says that Donald Trump won't be able to stop the broader trends eroding manufacturing jobs, despite United Technologies' decision to keep 1,000 jobs in Indiana. Then, Eric Marshall, president of Hodges Capital Management, tells hosts Pimm Fox and Lisa Abramowicz what to look for in small-cap stocks. Also, Greg Stento, managing director of Harbourvest, gives an outlook for private equity and venture capital. Finally, Kevin Tynan, Bloomberg Intelligence's senior auto analyst, discusses how good the November auto sales were and whether they can last.

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