Gary Shilling, president and founder of A. Gary Shilling, and Kroll Bond Rating Agency's Chris Whalen, discuss their outlook for the European banking industry. Then, Oppenheimer's Fadel Gheit discusses oil, the OPEC meeting and Donald Trump's possible pick for Secretary of State, Rex Tillerson. Finally, Harm Bandholz, Unicredit's chief U.S. economist, says the Fed will keep the dot forecasts flat.