Tony Balloon, the head of the China corporate consulting practice at Alston & Bird, and Bloomberg's DOJ reporter David McLaughlin, discuss Trump rejecting the Qualcomm/Broadcom merger, and potential implications for cross-border deals in the U.S. going forward. Willie Walker, CEO of Walker & Dunlop, discusses Freddie Mac's new pilot program, the housing and mortgage market, and company outlook after tax reform. Jim Paulsen, Chief Investment Strategist at The Leuthold Group, markets and current investment strategy. Ira Jersey, Chief US interest rate strategist for Bloomberg Intelligence, on what bond auctions are telling us.