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.
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.
Timothy Ross, Head of Asia Pacific Transport Research at Credit Suisse, explains why he has an 'underperform' rating on China COSCO and his top calls on dry bulk shipping.
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"
Giacomo Baizini, CFO of Evraz, says steel stocks and Russian equities are not attractive to investors.
CNBC's Stephane Pedrazzi discusses the early talks between French carmaker Peugeot and Chinese motor group Dongfeng.