Robin Niblett, Chatham House Director, says we're moving to a stage where America's traditional allies cannot count on America to have their back. David Page, AXA Investment Managers Senior Economist, questions the sustainability of the growth that resulted from U.S. tax reform. Lindsey Piegza, Stifel Chief Economist, says she's still looking for something below 3% GDP growth in the fourth quarter. Niall Ferguson, Harvard University Professor, says the Chinese have evolved a completely different relationship between giant tech and government and it's going to be fascinating to see how the two co-exist.