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Insight on whether the M&A outlook looks active amidst market volatility, with Marshall Sonenshine, Sonenshine Partners chairman/CEO.
Futures extended their sharp losses Thursday after a gloomy forecast on global growth, continuing worries about the European debt crisis and following news that jobless claims rose more than expected last week.
There will be an active pace of private equity investments even with the slowdown in the markets, says Steve Klinsky, New Mountain Capital; with Marshall Sonenshine, Sonenshine Partners chairman/CEO.
Walt Disney bounced off its lows yesterday, and buyers started looking for magic in upside options.
A look ahead of the numbers, with Mark Stahlman, TMT Strategies, who weighs in on Dell's revenue outlook and HP's business strategy.
Despite demand for gold falling to 17 percent in the second quarter compared to the same period in 2010, the World Gold Council says that full-year demand will increase because of a rush to safe haven assets as market volatility has ramped up.
"I think there has been a downshift in expectations of economic growth, so I would be a little more defensive, thinking about companies that actually pay dividends, and have a record of earnings. I would emphasise the multinationals overall, and I would look at high grade corporate bonds as an alternative," John Silvia, chief economist at Wells Fargo, told CNBC.
"There are a lot of policies in China that are, if not contradictory, going in different directions," says one consultant and China expert.
"The environment for food retailing is pretty good in Australia at the moment. We are attracting around two million more customers into our stores every week," Richard Goyder, chief executive at Wesfarmers, told CNBC.
"We have had a lot of volatility on the retail sales data because of the Royal Wedding and the number of public holidays. The June data was quite positive, so I think a small increase again in July is an encouraging sign," Stephane Deo, head of european economic research at UBS, told CNBC.
"The ETFs are predominately following the physical market [rather than driving prices]. I think price driving is taking place more in the short-term in the futures market," Marcus Grubb, MD of investment, World Gold Council, told CNBC.
"There are lots of arguments against any tax, as we know. On the other hand, even a free marketer like me worries transacting has become so costless, so instant that it has become destabilising," Sean Corrigan, chief investment strategist at Diapason Commodities Management, told CNBC.
See what's happening, who's talking and what will be making headlines on Thursday's Squawk on the Street.
John Abernethy, CIO & Executive Director at Clime Capital Management believes that mid caps are oversold. He names his top picks in this space.
Weekly jobless claims and consumer inflation data will catch the attention of markets Thursday, as investors continue to assess the damage done in last week's market storm.
David Baker, Managing Partner at Baker Steel Capital Managers has a target price of $2000-2500 an ounce for gold.
Adrian Mowat, Chief Asian & Emerging Markets Equity Strategist at JP Morgan Securities expects a slowdown in China's economy in the second half to negatively impact the commodity sector.
Mad Money host Jim Cramer shares his final thoughts of the day.
Mad Money host Jim Cramer tells you whether you're diversified enough.
Todd Horwitz, Chief Strategist at Adam Mesh Trading Group sees an opportunity to make some fast money by shorting gold.