Taking Stock

Bloomberg's Josh Wingrove discusses Canada signaling a possible U.S. trade deal that excludes Mexico. Michael Halen, a consumer analyst at Bloomberg Intelligence, speaks with Pimm Fox and Lisa Abramowicz about McDonald's earnings and seismic shifts in restaurant demographics. Lawrence Golub, CEO of Golub Capital, discusses the outlook for markets. Finally, Jennifer Jacobs, Bloomberg's senior political correspondent, discusses today's political news: President Trump's plan to end trade deals, meeting with Dow Chemical and labor leaders and Sean Spicer's statements on crowd size.

Justin Sink, a U.S. government reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about Donald Trump's immediate challenges after taking office. Doug Borthwick, the managing director and head of FX at Chapdelaine & Co, discusses Trump signaling that he will abandon the "strong dollar" policy in the U.S. Finally, Matt Freund, the co-CIO and head of fixed income strategies at Calamos Investments, discusses the bond market, rising rate climate and strategies for fixed income investors.

Henry Meyer, a politics reporter for Bloomberg in Moscow, discusses the Kremlin's growing fears that a meaningful detente with the U.S. may not be achieved. John Augustine, CIO of Huntington Bank, discusses the Fed, the economy and investing under a Donald Trump administration. Jonathan Bernstein, a columnist for Bloomberg View, tells Pimm Fox and Lisa Abramowicz why hundreds of still-empty staff positions could cause Trump's administration to struggle. Finally, Alan Bjerga, co-host of Bloomberg Radio's "Politics Policy and Power," discusses Sonny Perdue being nominated for agriculture secretary, key issues for the agriculture sector and Steven Mnuchin's confirmation hearing.

Nancy Ognanovich, a senior reporter at Bloomberg BNA, discusses the Senate hearings on Donald Trump's cabinet picks and tells co-hosts Pimm Fox and Lisa Abramowicz that Andrew Puzder may drop out of the running for Labor Secretary. Ira Millstein, a senior partner at Weil, Gotshal & Manges LLP and an adjunct professor at Columbia Law School, talks about his new book, "The Activist Director: Lessons From the Boardroom and the Future of the Corporation." Julian Lee, an oil strategist for Bloomberg in London, discusses OPEC's pricing bubble. Finally, Paul Sweeney, the director of North American research and media analyst for Bloomberg Intelligence, previews Netflix's earnings.\u0010\u0010(Corrects headline to attribute speculation about Andrew Puzder to Nancy Ognanovich, a senior reporter at Bloomberg BNA)

David Welch, Detroit Bureau chief for Bloomberg, on GM announcing $1 billion in US investments, answering to pressure from Trump. Rob Hutton, UK government and politics reporter for Bloomberg, on Theresa May's outline to take the UK out of the single market. Joe Carroll, Energy Americas reporter for Bloomberg, on Exxon buying Permian Basin assets from the Bass Family. Mike Bailey, CFA, Director of Research at FBB Capital Partners, on his bullish outlook for healthcare and industrials.

Ward McCarthy, the chief economist at Jefferies, discusses the Fed and gives his global economic outlook for 2017. John Lauerman, a health care reporter for Bloomberg, tells Pimm Fox and Lisa Abramowicz about the dwindling number of hospitals in America and how undoing Obamacare could make it worse. Alison Williams, a senior banks analyst for Bloomberg Intelligence, discusses bank earnings. Finally, Bloomberg's Jamie Butters talks about potential penalties for emissions cheating charges for Fiat Chrysler.

John Petrides, a managing director and portfolio manager at Point View Wealth Management, says Apple could build a significant new business in original shows and movies. Liz Ann Sonders, chief investment strategist at Charles Schwab & Co, gives her 2017 market outlook. Bloomberg's Max Nisen discusses biotech and pharma investors continually getting blindsided by Donald Trump. Finally, Brian Rye, a senior health care policy analyst for Bloomberg Intelligence, discusses Senate republicans taking first measures for an Obamacare repeal.

Bloomberg's Steven Dennis discusses the Congressional hearings for Donald Trump's cabinet picks. Mike Materasso, senior vice president and co-chair of Franklin Templeton's Fixed Income Policy Committee, talks to Pimm Fox and Lisa Abramowicz about monetary/fiscal policy and geopolitical risks on the fixed income and currency markets. Chris Strohm, a national security reporter for Bloomberg, discusses President-elect Trump being informed that he was compromised by the Russians in an unsubstantiated intelligence report. Finally, James Crombie, editor of Bloomberg Briefs, talks about the top-ranked forecasters' predictions for U.S. growth, inflation, trade and Trump.

Bob Carter, president of Toyota North America, discusses the new Camry and the global nature of the auto industry. Nancy Ognanovich, a senior reporter at Bloomberg BNA, talks to Pimm Fox and Lisa Abramowicz about the Senate hearings on Donald Trump's cabinet picks. Johan de Nysschen, president of Cadillac, discusses Cadillac's new car subscription service in NYC and the importance of the V-series to the brand. Joe Hinrichs, president of the Americas at Ford, discusses new electrified vehicles and investment in new jobs in Michigan.

Volvo's Lex Kerssemakers discusses Volvo's comeback and says the company will start producing cars in the U.S. by mid-2018. Kevin Tynan, a senior auto analyst for Bloomberg Intelligence, and Bloomberg Detroit Bureau Chief David Welch talk to Pimm Fox and Lisa Abramowicz about the themes and highlights from the auto industry at the North American International Auto Show. Sam Slaughter, chairman of the show, discusses Automobili-D, displaying the connected, high-tech, automotive digital future. Finally, Alan Batey, GM's executive vice president and president for North America, discusses Mexico manufacturing and Chevrolet's business health.

Porter Bibb of Mediatech Capital Partners gives an outlook for the AT&T-Time Warner merger and discusses Megyn Kelly and Greta Von Susteren moving to NBC from Fox. Dr. Alex Lidow, CEO and co-founder of Efficient Power Conversion, talks about EPC's chips being used in wireless consumer electronics and the future of car technology. Bloomberg's Daniel Moss speaks with Pimm Fox and Lisa Abramowicz about China preparing to retaliate if Donald Trump raises trade barriers. Finally, Urs Dur, CFO of TBS Ocean Logistics, discusses the outlook for global bulk and shipping in 2017.

Jim Paulsen, chief investment strategist and economist at Wells Capital Management, sees a "bunny" market in 2017. Ellen Zentner, chief U.S. economist at Morgan Stanley, gives her 2017 U.S. consumer outlook. Bloomberg's Vincent Cignarella discusses five ways the dollar rally may end if Donald Trump's policies fail. Finally, Willis Sparks, the director of global macro at Eurasia Group, tells Pimm Fox and Lisa Abramowicz the top risks for 2017 and why we are entering a global geopolitical recession.

Bloomberg's Shannon Pettypiece says that Donald Trump will violate NAFTA if he follows through on his promise to put a tax on goods coming in through Mexico. Then Frank Sorrentino, CEO of ConnectOne Bank, gives an outlook for banking and rates as the Fed says four hikes are on the table this year. Brian Rye, a senior health-care policy analyst at Bloomberg Intelligence, discusses Senate Republicans putting out a budget resolution to partly repeal Obamacare. Finally, Sandy Rowland, CFO of Harman, tells Pimm Fox about Harman's view of the future of the connected/autonomous car and the innovations debuting at CES 2017.

Ariel Cohen, a senior fellow at the Atlantic Council and director of the Center for Energy, Natural Resources and Geopolitics says he suspects that Donald Trump is trying to butter up Vladimir Putin to detach Russia from China. Then, Anand Srinivasan, senior semiconductor and hardware analyst for Bloomberg Intelligence, discusses President Obama's upcoming report on protecting the U.S. chip industry from China trade pressure. Also, Bloomberg's David Welch talks to Pimm Fox about Trump tweeting that GM should make its Cruze model in the U.S. or pay U.S. taxes. Finally, David Garrity, CEO of GVA Research, previews the 2017 Consumer Electronics Show in Las Vegas.

Jonathan Gruber, a professor of economics at MIT and considered a key architect of Obamacare, tells Pimm Fox how the Affordable Care Act could be fixed to function as it was written. Nick Wadhams, a foreign policy reporter for Bloomberg, discusses Obama's sanctions against Russia and Donald Trump's tough choice on whether to support the sanctions when he takes office. Kimberly Robinson, a Supreme Court reporter for Bloomberg BNA, discusses Trump's possible SCOTUS picks. Finally, Chuck Lieberman, CIO and a managing partner at Advisors Capital Management, talks about markets, investing and which financials look attractive.

Burt Flickinger, a managing director at Strategic Resource Group, gives his outlook for the retail industry. David Howell, executive vice president and CIO of McEnearney Associates, discusses the impact of interest rates and the new Donald Trump administration on D.C.-area rentals and home sales. Bloomberg's Katherine Burton talks to Pimm Fox about the client revolt from hedge funds. Finally, Doug Ciocca, CEO and partner of Kavar Capital, gives his predictions for markets and assets in 2017.

David Kudla, CEO and chief investment strategist of Mainstay Capital, talks to Pimm Fox about investing in a Donald Trump presidency and gives his 2017 outlook for a variety of asset classes. Jason McGorman, a healthcare services analyst for Bloomberg Intelligence, gives an outlook for health care companies as Obamacare faces a repeal from the GOP. Finally, Kit Konolige, senior utilities analyst for Bloomberg Intelligence, discusses how Toshiba's record fall highlights risks in nuclear project construction.

Stephen Schork, president of the Schork Group, talks to Pimm Fox about the oil and gas markets. Lynn Franco, director of economic indicators of the Conference Board, gives an overview of the December consumer confidence index report. Chiara Albanese, a Rome-based markets reporter for Bloomberg, discusses the ECB saying Monte di Paschi needs $9.2 billion in capital. Finally, David Glickman, CEO of Ultra Mobile, discusses his company, which provides a SIM card-based, international wireless service that can be individually customized.

Bloomberg's Zachary Tracer discusses the future of Obamacare under a Donald Trump presidency. David Kotok, chairman and CIO of Cumberland Advisors, says he sees value in high-quality 30-year municipal bonds. George Ferguson, senior aerospace and defense analyst for Bloomberg Intelligence, talks to Pimm Fox and Lisa Abramowicz about Trump seeking a larger U.S. nuclear arsenal. Finally, Henley Smith, senior vice president at Vanderbilt Avenue Asset Management, discusses money market concerns.

Bloomberg's Anurag Rana gives an outlook for software and IT services in 2017 and discusses the threat cyberattacks pose to the global economy. Sal Gilbertie, president and founder of Teucrium Trading LLC, and Bloomberg's Mike McGlone discuss agricultural commodities. Keri Geiger, a financial crimes reporter for Bloomberg, talks to Pimm Fox and Lisa Abramowicz about Donald Trump's $300 million loan with Deutsche Bank and a possible conflict of interest with his role as president. Finally, Bloomberg's Mike Dorning discusses the news that Trump has named billionaire investor Carl Icahn a special adviser.