another battle with its rival morgan stanley >>> later, one of the biggest bulls on wall street, jonathan golub of credit suisse, explains what he's buying right now ♪fly me to the moon ♪ ♪and let me play amon-- (ding) (bell mnemonic) the amazing new iphone 8 is at at&t... and we know you'll love it. because we know you want more. more great camera features and more power. and more than just unlimited data, we give you unlimited plans with hbo included for life. because you deserve more entertainment. and more spokespeople. talking like this, saying the word more. at&t. it's time for more. am i too close? i feel like i'm too close. get the iphone 8 and with all at&t unlimited plans, get hbo for life. only from at&t. >>> welcome back to "fast money. goldman sachs and morgan stanley both topping earnings estimates this morning but trading in two different directions goldman down nearly 3% this as morgan stanley finished the session up slightly. check out these stocks over the past year. morgan stanley up 55%, goldman up 40% p/e ratios of 12 and 14 times respectively here is a would you rather, pe

still with us is jonathan golub of credit suisse. you have earnings coming up. of big european banks? jonathan: i think more of the same, frankly. the majority of concern has been priced off, with guidance down 15% to 20%. i think the equities trading space is important, particularly for the french, and the last quarter, barclays and deutsche bank -- credit suisse rallied very strongly. there are expectations that they may have turned a corner. be driving this principally? we always focus on how trading is going. is that going to determine who does and does not do well? barclays last quarter admitted that even after years of restructuring, they still had misallocated capital. we are expecting weakness again there. i think there has been a fair bit of talk about how much is enough for the ceo's. some of the biggest parts of the banks are not working. jon: barclays and deutsche bank both report on thursday. we have heard about the pressure at deutsche bank. who is under the most pressure at the moment? t: that is a top one. do not forget the investigations over the

jonathan golub of credit suisse securities.n on the first four news with courtney donahoe. >> justin trudeau each with president trump today and justin trudeau playing up the similarities between his policy objectives and the president, the canadian leader arrived in washington just as the fourth round of talks on the north american free trade agreement begins. president trump says the deal may have to be terminated. the u.s. navy has fire the top two officers on the uss john s. mccain was quite a with an oil tanker, 10 sailors killed in the collision near singapore. the navy called the accident preventable and said the ship's captain and executive officer are being reassigned. northernires in california are likely to have a long-term impact on the state light -- wine industry with four napa valley vineyards having been significantly destroyed or damaged and the damage may be worsening and a beer -- neighboring sonoma county and people have died and 2000 homes, businesses, and other buildings destroyed. lawmakers in the u.k. tr

we will speak with jonathan who just-- golub increases target. the u.s.ad and tobago in the world cup qualifying. european equities