Paul Kitney of Daiwa Capital Markets discusses the outlook for the global economy and the differences between the developed and emerging markets. He also weighs in on the U.S.-China trade war.
Marcel Thieliant of Capital Economics says it is going to be a "very challenging time" for the Japanese economy over the next couple of quarters. He also discusses Japan's exports, trade dispute with South Korea and what to expect from the Bank of Japan.
Rhona O'Connell of INTL FCStone explains why she says the gold market is taking "a bit of a breather."
Mike Mayo of Wells Fargo Securities says banks' net interest margins could decline by 10 basis points every year for the next few years. He also says banks need to assume that capital markets will continue to be sluggish.
Peter Costello of Future Fund discusses Hong Kong's unrest, Brexit and the state of Australia's economy.
Michael Cuggino of Permanent Portfolio Family of Funds says earnings season in the U.S. may be better than expected and that may provide a good foundation for stock prices going forward.
Claudia Mo, a Hong Kong legislator, says Hong Kong has to thank the youth who stormed the Legco building on July 1 because, if they had not done so, the controversial extradition bill would have been passed. She also says the emergency law is "even more evil" than the extradition one.
Even if there isn't a global recession over the next 12 to 18 months, it's clear that the economy is going to be much weaker, says Mark Zandi of Moody's Analytics.
Jim Sutter of the U.S. Soybean Export Council says he thinks, if the U.S. and China do not reach a deal, it would "certainly" color the way some U.S. farmers vote in the 2020 presidential elections. On the other hand, if an agreement is made, farmers are likely to be appreciative and supportive, he says.
"Even if we don't have a recession ... I think it's pretty clear that we're going to have a much weaker economy," says Mark Zandi.
David Yeung of Green Monday says social responsibility and sustainability are reasons for the shift in consumer behavior toward plant-based options. In China, fitness and weight loss are major drivers for consumers to switch to a plant-based diet, he says.
Some tariffs on U.S. and Chinese goods would need to be removed before the market can break out to new highs, says Rajeev De Mello of Bank of Singapore.
Carlos Casanova of Coface discusses the U.S.-China trade war and the outlook for the Chinese economy. He says China may be holding back on economic stimulus because of a lack of firepower and an expectation that the situation could get worse in 2020.
Iain Begg of the London School of Economics says none of what was in the Queen's Speech has any realistic chance of being passed in the British parliament, and it was all "a bit of a charade."
Mehdi Hosseini of Susquehanna Financial Group says semiconductor companies such as TSMC are benefiting "handsomely" as Huawei tries to displace its U.S.-based suppliers.
JJ Kinahan of TD Ameritrade says, if the U.S. is going to kick any cans down the road, it would likely choose the Dec. 15 tariffs because it is hard to believe that "anybody really has the fortitude" to introduce duties right before Christmas.
Steve Forbes of Forbes Media discusses potential tax cuts in the U.S., India's economy and Brexit.
Tara Joseph of AmCham Hong Kong says it would be disappointing if Hong Kong became "just a hostage" in the U.S.-China trade war. She also says she would like to see the "spirit" of America's Hong Kong human rights and democracy act, but certain aspects of the bill could hurt business.
Lucille Dejito of the International Justice Mission says cyber sex trafficking is a hidden, layered crime, and stakeholders including technology firms need to agree that child safety is a "shared priority."
Rodrigo Catril of the National Australia Bank says the Chinese yuan is likely to remain range bound between 7 and 7.15 against the U.S. dollar because of the trade truce.
Based at CNBC's Hong Kong studios, Bernie Lo covers core business day programming and anchors Squawk Box Asia.
Nancy Hungerford, Anchor, CNBC's Capital Connection.
An experienced business and financial markets correspondent who specializes in commodities since 1997, Sri Jegarajah follows global energy developments closely.