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Thanks very much. We have a puzzle here. I have the rapid update of gdp in the Fourth Quarter but the data which leads to a downgrade also makes economists optimistic. Here is the data. Q4 tracking 2 . That is down 0. 3 because of the data this morning. Q3 gdp 2. 1 . Thats tracking right now. Here is the Fourth Quarter outlook. Bank of tokyo mitsubishi at the high end at 2. 8 . Goldman sachs, barclays at 2 . Atlanta fed gdp, 1. 8 . Morgan stanley at 0. 9 . Here is the data that brought down the growth forecast despite the down grades though some see reasons for optimism for the Holiday Shoppin...

We begin with the final push. A december trade thats typically good for the markets. Stocks up 74 of the time. Theres a lot in front of investors. This weeks key jobs report, the prospects of the fed raising Interest Rates in a couple of weeks. Joe, what do you do between now and the end of the year . Do you stay with whats worked, or do you need to switch things up because you think the fed is going to go in two weeks . You have to be ready. I think there are two strides. You stay with what has worked yeartodate. Especially as it relates to consumer discretionary. I think secondarily, though,...

Well xblor. A weaker than expected report on manufacturing out this morning. Will this change the feds mind about the strength of the economy . Steve liesman joins us now. Were looking at a contraction here. In the Manufacturing Sector. The belief is that fed will look through this week, at least for a while in manufacturing. The reason is because it seems the result of a crash in the oil and gas industry, a strong dollar and weak overseas growth all risks the fed knew before the report. The numbers were coming in at 48. 6, a level that is contraction in manufacturing. You need 43 for it to be...

Leading equity targets in europe after a rally in asia. Were going whale watching today. He is raising his stake in netflix while David Einhorn sbieg up more apple. Walmart sets the barlow after the largest retail is warning on investment in ecommerce and wages last month. All right. Lets get straight to some data. Im taking a look at the Investor Confidence index out of germany in the month of november. This is beating a reuters poll looking for 6 points. The current index, 54. 4 points is below expectations but the outlook comments are interesting because theyre looking at an Economic Outloo...

The center of that story for weeks. Bob peck, the analyst with sun trust. Bob, its good to have you back. Thanks for having me. The board is considering a spin or a sale of the core assets or maybe other things. Whats most likely to happen . A couple of these. We think when yahoo did not receive its public ruling from the irs that that would be taxfree, but that was a material adverse change. The board right now is doing what it should do prudently looking at all the other options that maybe more taxrisk averse. With that you have a spin of the core and absolute sale of the core. You have a sa...