the difference this time around and what everybody is thinking about the moment the , two americas levering up. -- at the same time -- levering up at the same time. one is corporate america, and the other is the sovereign at the same time. it could be a toxic mix. couldn't it? bob: ultimately, it could end bad. i think that some of the angst coming out of the tweets, at a time borrowing is going to go up, why would you want borrowing rate to go up? the other way to look at it is the opportunity is now. you still are at relatively low levels of interest rates. there is plentiful liquidity. you are having structural reform through taxes. , youill get a fiscal spend

the america you are talking about, lisa, is corporate america, and the other is the sovereign levering upt the same time. when you have the corporate america and sovereign america lever up at the same time, it could be a toxic mix, couldn't it? bob: ultimately, it could end bad. i think that some of the angst coming out of the tweets, at a time borrowing is going to go up, why would you want borrowing rate to go up as well? the other way to look at it is the opportunity is now. you still are at relatively low levels of interest rates. there is plentiful liquidity. you are having structural reform through taxes. you will get a fiscal spend, you may get some deregulation. let's borrow and really jumpstart the economy. jonathan: what does it say that we are having these kinds of conversations when the federal reserve is still considering their monetary policy setting to be accommodative? they are nowhere near neutral in the minds of a lot of people, and the real rate is barely positive, and yet we are still having these conversation about risks in markets. what will we be talking about in 12

jonathan: the difference this time around is the two americas levering up at the same time. the other is with when you have them levering up at the same time. it could be a toxic mix. bob: ultimately, it could end bad. i think some of the angst coming out of the tweets are coming at a time when borrowing is going to go up. why would you want borrowing rate to go up? the other way to look at it is the opportunity is now. you still are at relatively low levels of interest rates. there is plentiful liquidity. you have structural reform to -- through taxes. you will get some fiscal spending. you make up deregulation. let's borrow and jumpstart the economy. jonathan: what does it say that we are having these conversations when the federal reserve is still considering to -- the monetary policy to be accommodative? the rate is fairly positive and we are still having talks about risk in market and what are we talking about in 12 months? bob: 12 months from now, i think we will say this is a good place for the fed to pause. there is some digestion, and we will see what corporate amer

america. bank loans with a big story. they increased their loans to consumers faster than their rivals. their income topped analyst estimates, having a lot to do with consumers levering up again. their highest earnings in the consumer unit in eight years really got wall street's note. take a look at deutsche bank start. this company is under big pressure. a new ceo. they came out with their pre-earnings forecast. we are going to beat earnings. wall street was rather supplies -- rather surprised. they came in ahead of estimates. the ceo, larry fink, warning that tariff trouble could be a hit to the stock market, and that grabs the headline. grabbedwhat also headlines after hours was netflix. the surprise slowdown in subscriber growth and the stock tumbling. how much will this put a dent on the nasdaq for tuesday? >> it definitely put a dent in nasdaq futures. let's look how low. it was down as much as 50%. is is then here subscriber slowdown the beginning of a trend? this is the first of the fang stocks to report. high momentum stocks. as you know, subscriber growth came in one million below what was expected. even though they beat on the earnings, it's all about subscri

up behind america, behind president trump on the trade issue. >> and the tariffs are the ones arguably works out well with the levers. >> give him clout.y flew to canada yesterday saying don't forget about nafta. if it's going to reform it will be in the next month. a lot of momentum will be coming. >> it started already. there is momentum going in the right direction. steve: are you saying the president's disruptive policies have actually started to work? >> yes, i am. absolutely. ainsley: will the markets be good because of this today? >> the markets took a nice pop yesterday late in the day when the trade news was announced. you watch out, tomorrow morning, 8:30 eastern time, we will find out how fast this economy is growing. it's going to be extraordinary. you could see a growth rate of four, maybe even five%. steve: when was the last time it was like that? >> had 4% growth back in 2014 for one quarter only. we have not had 4% growth overall for the entire economy for a couple of decades. brian: by the way the next deal could be with britain and next deal with japan. >> all the stars are aligned. steve: let's make a deal. thank you