Catherine Mann, Citi Global Chief Economist, says the Fed must balance the signals coming from the global and domestic economy. Luigi Zingales, University of Chicago Booth School of Business Finance Professor, thinks Salvini wants the confrontation with the EU for political reasons. Isabelle Mateos Y Lago, BlackRock Investment Institute Chief Multi-Asset Strategist, notes it's the first time in a while that there's uncertainty about the Fed's next move. Budd Bugatch, Raymond James Research Managing Director, provides an update on Home Depot and Walmart.