Barry Eichengreen, a professor at UC Berkeley, says faster growth heals a lot of wounds economically and politically. Prior to that, Gideon Rose, editor of Foreign Affairs Magazine, says Donald Trump picking Rex Tillerson for Secretary of State suggests a change in relations with Russia. Then, David Herro, Harris Associates' CIO, says BNP Paribas, Credit Suisse and Lloyds are attractively priced. Finally, Charles Plosser, former president of the Philadelphia Federal Reserve Bank, says productivity is the big concern.

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