Kudlow 8-26-17; Trump to start brainstorming, Money & Politics, and General Jack Keane
Fed-Ex CEO/founder Fred Smith on 3-4% growth policy. Tax reform, infrastructure, free & fair trade.
Steve Liesman/Nick Timirao on Fed: 2-horse race for chair? Other appointees? Cohn on money? Yellen on regs? Get rid of Phillips curve? Gold/commodities flat since 2011. No inflation, while growth improves. Global growth better--IMF. Cohn on moral clarity.
Bouroudjian/Kelly on stocks. Gov't shut-down? Debt limit? Commodity rally? Dollar fall? Stocks starting correction? Aerospace-defense?
Gen Jack Keane on Afghanistan: Doable? Terrorist-hunting not nation-building? Pakistan? India? Take hand-cuffs off military? N Korea launches 3 duds. Budding Sunni Arab coalition of Saudis, Jordan, UAE, Egypt & Jordanto help w/ Israel-Palestine conflict?
Moore/Peek/Nickpour: money & politics? No WH tax plan; leave details to Congress committees. Trump to start barnstorming. From Breitbart: Disciplining the prez. Bannon, Gorka, NSC staffers out. Trump war w/ McConnell, Ryan, McCain, Flake?