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Great Balance Sheet. Mario, thank you. A lot of fun. We have to go. Well talk about hot dogs next time we see you. You bet. Make sure you join us tomorrow. Squawk on the street begins right now. Good thursday morning. Im melissa wlee wilee with jim and david faber. Lets get a check on u. S. Futures and how were setting up. Positive data out of china. China exports came in much stronger than expected. Jobless claims coming in 9,000 above consensus estimates. A higher open at this point, dow about 52 1 2, s p looking to open up 8. As for the picture in europe, of course all eyes are on the esc presser, ecb and bank of england leaving rates unchanged. The question is will draghi open the door for the possibility of a cut. So thats on our radar. Italy biggest gainer there up more than 1 . Our road map this morning starts in washington. Jack lew officially nominated as treasury chief. Lew is known for his role in the being acrimonious t ....
The government. Not talking about growth in the government, right . Not to create more conflict between you two. There are two ways to two kinds of people in the world. Thats why im on this side of the table, joe, with you. Thinking about it. In washington right now, they i would say there are some people that are more interested in growth in the government than growth in the private sector. Well, look, again, im not a politician, but i want to focus on good, economic growth. Good Business Growth and how do we get back to the days that we enjoyed . Bob, thank you so much for being here. We hope to see you again soon. Thank you. Ive had a great time. Great visiting with you. Does it for us today. Now, its time for squawk on the street. Know that theme music any night, say goodbye to liz you jack and the crew on 30 rock. Im carl can teen nia, melissa lee, david faber, jim cramer. Chicago pmi on the way. Facebook earns, by most acco ....
Welcome back. Time for the last word. Jim chanos is our guest today. We started out talking about china. Why dont we end up there, too . Avoid anything with the chinese property markets, steel, cement, iron ore. Can you short australia too, jim . Certain parts of australia are going to feel this, not the whole country. This is the bubble is just being blown bigger and bigger and bigger and it is hard to avoid. Three years ago this was somewhat controversial but when a property bubble is visual, you cant miss it. Emerging markets somewhat dependent on china, too . Asia . Depends. Some are. Some less so than others. To be on your radar screen. Should just be careful, anything dependent upon the chinese economic miracle, i would be careful of. Bigger shorts on, stuff we have been talking about for years . Broadening out from china to construction equipment, things like that. Jim, thank you very much for being here in studio. Always a pleasure. Andrew, jeremy siegel, thank you guys so much ....
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