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Get you back to flat the question is a recession ahead . Ray dalia was on cnbc this morning with some of his odds. Take a listen. Recessions are always inevitable the only question is when. Do you see one coming yeah, i think that in the next two years, lets say prior to the next election, theres probably a 40 chance of a recession. And i think that youre seeing this around the world. You know, big discussion in the last hour, guys, about what is going into some of these recession models, why some of high yield spreads are not confirming them, whether theyre based around the yield spread or mo...

Thats a nice beat. Alix this looks pretty good. David therefore, the premarket is down. [laughter] alix maybe it is capex . Like you mention, monetize a bull daily active users beat. Bulloks like monetize a daily activele users beat. David theyve been doing a good job getting more money in the door. They still got a ways to go. 2 3 of the rate of they look like good numbers from twitter. Alix joining us now are evan brown, ubs Asset Management head of macro, and bloombergs paul sweeney. One of the big issues for twitter really focuses on ly activea bull dai users, the people that come back eve...

And for International Health and also the director of strategy at microsoft with those engagements providers next to hear from an investigative journalist from Fortune Magazine contributor and a carnegie fellow her book bottle of lies reveals fraud in dire conditions with the overseas manufacturing plants were those costs are made and the third panelist who is professor and director at seton hall university. Also a senior fellow for Global Health counsel ford relations with the roundtable series and Global Governance project. Finally you will hear from craig allen president of the United State...

The president accusing Prime Minister theresa may of making a mess of brexit. He said the u. K. Will have a new Prime Minister soon, good news. In the markets, we are seeing risk off attitude. You want to buy the dollar. Equity futures down. 4 . Semis could get particularly hard. The chip guys have three months of inventory stacked up. Yields going nowhere in the u. S. Oil a bit firmer. You have some iran conflict there, the military playing hardball with bp. Altogether, it is a by dollar story, sell u. S. Equities buy dollar story, sell u. S. Equities. We are joined by Lisa Abramowicz and mic...

The eu stop job top job and gives her take on european relations. We should never forget that we are allies and friends. We sit on the same side of the table. Manus warm welcome to daybreak europe. The company that makes the machine that makes the chips, asm beat on their sales number in the Second Quarter. Its their guidance for the Third Quarter where the market will take some umbrage. Of 2. 6liver net sales billion. Thats the top line for them. The estimate was 2. 57. Slippage in the Third Quarter. It will come at 3 billion below the 3. 24 that was estimated. Margins will dissipate to 43 fr...