. >> bullseye, excellent, which means party time. >> straight up i've never done a flip off a rope successfully has. it's harder than it looks. >> it's all right, they keep swinging, and they did get it. they decide to come up with a new challenge. >> i'm going to attempt to drop down, hit the surfboard and surf across the pond. >> no. >> that's what i said. you see right there didn't quite work out, but then roman gives it a go. >> no. >> yeah. >> there's been so many fails in this will video and we've got nothing but win, win, win. >> i'm surprised this >>> she's at that time again, she's becoming a character from the highly popular video came fort night. >> oh, wow. >> i should probably text my sfwlon yes, i'm not part of the cool kid's club. >> interestingly she doesn't start with her body paint, she starts with a hat that she's going to wear and then she shows us the costume that she's going to wear. and then she starts on the body paint. and what's really amazing every time is how she's just doing a painting herself. >> with her now it's not a matter of can we do it it's a matter of what

steel in the bullseye of those tariffs. dollar tree down because they do not have an online sales strategy. michael's disappointing with eeir third quarter adjusted ps. bloomberg. the wall street has been upping his estimate, look at this blue line. stocks are coming close to the year-end target. two of the bullish analysts, there are starting to be a question on the market, are stocks all your valued -- are stocks overvalued? haidi: in terms of specific movers, moves on these tariffs, what do we see? su let's through: some of the different categories. a lot of it is the multinational stocks getting hit. hit the most.ting boeing not taking as big ah it. let's look at another panel. you can see's the size of the declines, they are similar. black & decker is a global to a stock. and quickly to oil. we talked about how ir could seea. also hearing the has been a decline in u.s. apply. that has oil above $70, the biggest jump in a month. haidi: thank you so much for that. very, very quick set of changes when it comes to the mark

joining me on set, founder and publisher of "bullseye brief," adam johnson.ou talked to a investor told me something like this recently. >> he is not just an investor, he is the chief economist at pfizer. i spoke to him yesterday, they have run the numbers, that these rebates carl is talking about where the middleman gets in there to negotiate the overall price, it ultimately inflates drug prices 40%. trish: 40%? >> and here's why. knowing that they are going to have to give away the discount, pfizers and mercks, and lilies of the world, mark their prices up to here. but the middleman says we'll negotiate a discount. then goes back to the insurance company, hey, cigna, we'll run your whole pharmacy benefits program for you because you don't want to deal with that and we'll get you a discount. guess what? express scripts keeps much of that discount or rebate that comes from big pharma. so that's why pfizer, as mr. icahn just said, pfizer's ceo ian reed said they're getting rid of the rebates. they are running the numbers, and bring drug prices down for the ind

joining me here on set, fairfax market paul deet strict, "bullseye brief" founder and publisher adamohnson. paul, starting with you because i know, adam you're pretty bullish? >> i'm consistent. trish: is there a fear of contagion here? how big is this turkey stuff? >> i've been talking to analysts all morning in europe and i think the consensus is this is a turish-specific situation. i know emerging markets debt and currencies are going down because investors hate that instability but, the turkish economy is a mess. i mean they have massive dollar-denominated debt for the country, for banks, for corporations. plus president trump's tariffs, plus, economic mismanagement. plus president erdogan is moving toward an authoritarian dictatorship. he has taken away independence of the central bank. these are the things, economic mismanagement of turkey is really quite unique. trish: we know turkey is a mess economically speaking. i guess the fear at least on friday was, adam, well if turkey is a mess and all the european banks are holding turkish debt they are going to be out of luck. hey,

as well as "bullseye brief" founder adam johnson. good to talk to both of you.oing to start with you. i want to understand perhaps what his rationale is here. >> let's give a little context, sorry, i have a little bit of a cold here. what his rationale his, over the last three or four months, elon musk has been in a massive, knock-down drag-out fight with shorts and certain reporters he believes are, kind of in bed with the shorts and promoting their line about tesla, namely, negative stories how brakes don't work and certain models are being delayed and just all -- look this up. his, the main sort of two, i guess targets of his ire has been jim chanos, famous short seller, man i know very well, annette lopez a business reporter. trish: yeah, sure. >> i am full disclosure, friend with both of them. trish: likewise myself. >> very high integrity. he has been in battle with both those folks and others over their negative coverage of tesla. generally when you face the negative coverage there is always talk about taking the company private, why is that? publicly-tra

joining me with more reaction, "bullseye brief" publisher and founder adam johnson and our own kristina partsinevelos and moody's mark zandi. been a while. good to see you. >> trish, good to see you. it has been a while. trish: so they're staying the course here. will they continue on the path with two more rate hikes given concerns about trade right now, which they did not fully articulate? >> yeah. they have a script. two rate hikes this year. two more rate hikes this year. 3 or 4 more next time a quarter point each time. inflation falling close to target, stock market doing as well as it is i think they stick to the script. trade could derail them but you have to take a pretty dark path for them to actually change the script that they're on. trish: mark, is it the right move? do they need to raise rates in this environment given we are seeing a lot, a lot of promising numbers on the economic front? >> absolutely. you know, given all the fiscal stimulus, tax cuts, deficit financing, increases in government spending, growth will be strong. will push unemployment in the low 3s. only bee

you can see this is indicative of the pace of the drop for those companies in the bullseye of any tariffsar tree and michael's, retail stores, both hit hard. dollar tree analysts say down because they don't really have online sales strategy, michael's down as they hit their forecast. is -- has had a very storied history and had many bulls favoring the stock. notice at the bottom we have got a semi conductor, you have got sent tech earnings revealing pieces of graphics, a tech company, really shows you how companies do well. they can take off in terms of earnings. let's go to the gtv where you can find this chart. it has to do with the fact that given record highs, the bullish estimates by analysts appear to hit 3000 for the s&p by the end of the year. it shows we are almost there. weight onestingly the the market appears to be have stocks come too far too fast? that is starting to layer in with everything else with global concerns. you have been watching the trade sensitive stocks as well. how are they reacting to this? su: why now? we knew this was coming. let's take a look at the stoxx

at the industrial sector, the agricultural group, the carr group, they look like they are in the bullseyeerspective at this point. lisa: john augustine, thank you so much for being with us. i have to say, whenever i hear -- cross, i want dramatic music to come over things. scarlet: do not miss the fact that we have missed a death cross. lisa: we hear from the ceo from ctitron. coming up. this is bloomberg. ♪ this is "bloomberg markets." lisa: sec consider proposals to make sure that -- are trading clients fairly. a best interest standard. we sat down with the chief executive to discuss details. >> it is effectively the same, but in other ways it is different. the first thing you need remember is they started down this road long before the department of labor. but probably the most of our fccference is the proposal looks at all accounts, where as the department of labor rule looked at qualified retirement accounts. this is a broader scope. the second a is, this will accomplish what the department of labor tried to do by saying that brokers must put clients and their interests ahead of thei