Bloomberg Surveillance

Mnuchin a Moderating Force But Lacks Cohn's Gravitas, says Valliere

March 7, 2018
35 min

Greg Valliere, Horizon Investments Chief Global Strategist, believes that Secretary Mnuchin will now act as a moderating force in the Trump Administration, though he lacks the gravitas of Cohn. Steve Englander Rafiki Capital Management Head Of Research And Strategy, highlights the difference between a tariff and a quota, and argues that President Trump will soon want the latter. Scott Mushkin, Wolfe Research Managing Director & Senior Research Analyst, predicts that Amazon will have 20% of the share of the consumables market, sucking a lot of share from traditional supermarkets. Michael O'Hanlon, Brookings Senior Fellow: Foreign Policy, believes the Department of Defense could save 5-10% of their budget.

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