Discussing the Federal Reserve and year-end profit taking, with CNBC contributor Carol Roth, and Don Luskin, Trend Macro CIO.
Jim Pethokoukis of the American Enterprise Institute, and Don Luskin, Trend Macro CIO, discuss who presented the stronger argument in former Fed chair Alan Greenspan and former Treasury Undersecretary John Taylor "bubble blame" debate. Luskin declares Taylor the winner.
Former Texas Congressman Martin Frost, thinks right wing members of Congress would be "crazy" to not vote for proposed budget deal. Holman Jenkins, Wall Street Journal, weighs in.
Jeremy Stretch, Head of FX Strategy at CIBC says investors should look beyond tapering and also pay attention to underlying growth dynamics.
Hao Hong, MD of Research & Chief Strategist at Bank of Communications International, says the real test of Chinese reform is whether the government can sit tight if growth falls below 7% in 2014.
Jay Srivatsa, Managing Director of Chardan Capital Markets, thinks the tech rally still has legs but says bigger returns will come from smaller cap names.
European equities opened lower on Thursday amid heightened expectations the U.S. Federal Reserve could act sooner rather than later to unwind its monetary stimulus program.
Simon Colvin, analyst at Markit, discusses where the biggest opportunities for short selling are.
José Viñals, director of the monetary and capital markets department at the IMF, says the European economy is recovering but is not yet "sufficiently solid"