Aug 19, 2017
Goodwin/Kissel on Charlottesville & Bannon: collapse of presidency? Legitimacy? Dealing w/ GOP Congress? Isolated? Stable presidency? Need Monday-type speech on race? Should have spoken at funeral of Heather Heyer? Infrastructure drowned out? N Korea concession on Guam drowned out? More changes? Gen Kelly up to task? Bannon interview w/ American Prospect Kuttner straw that broke camel's back? New strategist? Steve Miller? Populism message? Overturn elites? travel ban? Immigration?Paris climate accord? Gasparino/Benko on Bannon, Charlottesville & business: Biz walk away? Stay w/policies on tax, reg, infrastructure, trade? Chamber? BRT? Outlook for tax cuts & reform?Debt ceiling? Budget resolution? Less trade protection? Doesn't Trump need a growth message re-set? Infrastructure message blown away? Role of Gary Cohn? Fed by Sept 15? Stay for tax reform? Wall St/Goldman telling him to leave? Judeo-Christian capitalism? Econ growth most populist action. Sound money & tax cuts. Economic nationalism? Globalism? Revenue neutral v. deficit neutral? 3% growth? MUST PASS TAX CUT. Bannon ouster good for biz? Adami/McDonald: why did stocks fall? Cohn factor? Fed rate hike? Profits strong? Dollar rebound? Most important signals for mkt? Rich Clarida: How's the economy? Atlanta Fed Q3= 3.8%. But manufacturing slow, also biz equipment. Low inflation is a tax cut. Why higher? Fed & rate outlook? What needs to be done? Productivity? Moore/Pethokoukis/McCaughey: money & politics? Blacks prospering under Trump? Business rivals agree on policy (Fed-Ex Fred Smith & UPS David Abney). Bi-partisanship? Besides statues, what is Dem policy?