David Herro, CIO at Harris Associates, says European financial stocks will do well and BNP Paribas is still a good value. Prior to that, Adair Turner, former chairman of the U.K. Financial Services Authority, says countries want to stay in the Paris Climate Accord. Shahab Jalinoos, the head of FX strategy at Credit Suisse, says an Emmanuel Macron presidency will generate optimism in European reform. Finally, Stan Collender, MSLGroup's executive vice president, says a government shutdown is possible, but unlikely.