Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manger & CEO, says IBM hasn't managed to innovate. Shannon K. O'Neil, Council on Foreign Relations VP, Deputy Director of Studies, and Nelson and David Rockefeller Senior Fellow for Latin American Studies, says Brazil's elected President Bolsonaro models himself after U.S. President Trump. Neil Shearing, Capital Economics Group Chief Economist, wonders when the sugar high from the tax cut will start to fade. Nina Schick, Rasmussen Global Director of Data & Polling, says it will be tough for Germany to replace Merkel who is a "monolith" for her country and the EU.
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