mary bowers, krishna memani and bryce doty. krishna, on your radar next week? krishna: ppi, cpi.ly learning about the u.s. inflation outlook. don't expect anything new on that front, but it would be a confirmation that despite relatively good growth inflation is not picking up measurably. mary: we are watching a lot of the same you are. as well, we are right in the heart of high-yield earnings that have been pretty well received. we will continue to watch that. jonathan: to what extent have the outperformance over the last couple of months come from the scarcity of supply and the fundamentals, the earnings of some of these companies? mary: it is both. the technical, that does feel kind of like a weak reason to hold high-yield. if we were to see a return to supply, given we have not seen a return of inflows, they could see some spread widening. as we alluded to earlier, everyone is waiting to buy the debt. the spreads continue to be prearranged. range-bound. jonathan: it is funny. i hate the cliched terms, cash on the sidelines. but there is a lot of cash sitting there and waiting

jonathan: krishna?rishna: i would say larry kudlow and the administration are wrong on all points. let me elaborate. first, if you want to reduce trade deficit, first you have to reduce your fiscal deficit. that is the primary source or the primary driver of the trade deficit widening. that is one. two, in terms of pressuring china, china is a controlled economy. they can get it down a stimulus path. they have a lot of flexibility on that. they did that in 2015, 2016, and can do it again. the u.s., we just shot our wad with respect to fiscal stimulus, so our flexibility has gone down and our growth rate is relatively modest. so we have more to lose on that front then them. so we just have to be very careful. i understand why they would want to do that, but tariffs are the worst thing you can do to address your trade issue. jonathan: that's the view from krishna memani from oppenheimer funds. you are sticking with me alongside mary bowers from hsbc global asset management and bryce doty from sit investme

krishna: no sustainable steepening.rl come after the recession just before the recession that people expect the federal reserve to get into a substantial easing mode. until then nothing is really changed. in terms of trading opportunities, the thing that has cheapened the most is emerging-market assets across the board. the contrast between u.s. high-yield or u.s. equities is relative to emerging-market equities or emerging-market fx or credit. it's extraordinary. if you have any bit of faith the issue will get resolved without too much trouble, the value of these assets is extraordinary. jonathan: the way people are thinking is the u.s. was the best house on the street. the economy looks strong. do you see as entering a bit of point where you can get a policy tailwind from everywhere except the united states? mary: exactly. we saw a decent about a spread widening in june versus u.s. high-yield. we have nothing jumping up and down about valuations in the u.s. high-yield. they have been in a quite tight range this year a

heard the ball and adrian krishna does this report on the aftermath of zimbabwe's election. was either friends and families pay their respects to susie on the force on her final journey the mother of two was killed in zimbabwe as post-election violence last week she was on her way home when she got caught in the crossfire hit in the back by soldiers bullets is the death of the brother joshua tumble still can't believe. it would be what she was a breakthrough in the family. was a bit very familiar. with it will move out of that with his. high portrait is up and. he's. on wednesday opposition m.d.c. supporters took to the streets and were met was brutal violence by zimbabwe's move to what they can institute a gas rubber bullets and life and unishe and to crackdown on opposition demonstrators. president elect emerson one god has promised consequences that was. is the date where some most lenders. use to it and in the end it could do it with. fears of violence have been subsided and the opposition is vowing to challenge the election results nelson chamisa insists the presidency.

the claims is that cyber cat has said that he's a palestinian chief negotiator he said in june that krishna delegation had said it was ready to stop funding or altogether and instead direct the money to wards jordan and other countries the palestinian refugees if that were the case what would the effect be. well look let's be very clear these are people they are human beings that they are individuals with the right and those rights have to be respected that individuals with needs and belmar abilities those needs will have to be addressed now they have to be addressed in the present this is something which is ongoing and if you look at a place like the gaza strip there are a million people who are on the food lines there are a million food insecure people we help produce something which is ongoing and if you look at a place like the gaza strip there are a million people who are on the food lines there are a million food insecure people we have programs in syria where there's a war raging the palestinians there as i say are human beings with needs and vulnerabilities somebody is going to have

heard a ball and a dream krishna sent us this report on the bloody aftermath of zimbabwe's election . i've. either friends and family paid their respects to susie on the fourth and final journey the mother of two was killed in zimbabwe's post-election violence last week she was on her way home when she got caught in the crossfire hit in the back by soldiers bullets it's the death of the brother joshua still can't be. sure that would be what she was the breadwinner in the family. when we would sit. up and. he says god and wednesday opposition m.d.c. supporters took to the streets and were met was brutal violence by zimbabwe's move through what they can and tear gas rubber bullets and life any mission to crackdown on opposition demonstrators. president elect emerson has promised consequences that was. easy to listen to the most lenders. institute and indeed ended. it with these fears of violence have been subsided the opposition is vowing to challenge the election results nelson chamisa insists the presidency is his. lucas oh this is just. to make sure that we. will split but so far has

for the very latest now let's cross over to harare were our correspondent adrian krishna standing pa adrian the results came in in the middle of the night what's been the reaction so far this morning. well the situation here are still a little bit tense i would say is not fully back to normal it has improved compared to yesterday for example when you could only see police and military on the streets today you still see police and military on the streets but some of the shops have opened some banks even opened so it's slowly getting back to normal but some people have the feeling that the whole election drama is not yet over and we will talk about the reasons right now we have two guests here one representative of the opposition party mr jameson timber he is the chief election agent for the pan presidential candidate off the opposition party and we also have a representative of the zanu p.f. the governing party in the one gun a. representative in europe i would like to ask you first mr timba your party is not accepting the results of these elections why. discrepancies in this process

seeming as kennedy and krishna as they get smaller their representation of these presidents really good or this is the worst one you can. harness to see. it's yes kennedy and. khrushchev another good likeness of it yeah it's not a good likeness so that we have say that it actually looks like gorbachev but i'm thirty three so i think the chinese people who made this got their orders wrong and they put gorbachev and kennedy put him twice as here's what christopher impression or the cold war there the bay of pigs cuba it all goes back to cuba and the cuban bay of pigs see that's the kind of poetry you don't see on mainstream media they only see here on the cars report why because we're in love well we got to go to the second half don't go away much more coming your way. now that i'm going to learn how to not. let go to the not out of the mouth of the money that they'll let it to me. this was a good time to. try to move the right. balance to get my money not why not next gen then again why extending it the old people who believe the o.p.'s. love of my kids i don't want them up with johnny b

seeming as kennedy and krishna as they get smaller their representation of these presidents really good or for worse this is the worst one and you can't. hard to see. it's yes kennedy and. khrushchev not a good likeness of yeah it's not a good likeness so that we have say that it actually looks like gorbachev but i'm thirty three so i think that the chinese people who made this their orders wrong and they put gorbachev in kennedy put him twice as there's one christopher impression a member of the cold war there the bay of pigs cuba it all goes back to cuba and the cuban bay of pigs see that's the kind of poetry you don't see on mainstream media they only see here on the cars report why because they were in love well we got to go to the second half don't go away much more coming your way. it's. the same wrong but old rules just don't hold. the world is yet to shape our disdain comes out of it and in games from it equals betrayal. when so many find themselves worlds apart we choose to look for common ground. welcome back to the kaiser report i'm max kaiser welcome to the show the one and

evidence indicates he was on his telephone shortly before the accident.solano county district attorney krishna abrams referring to 36 year old sean walker...the man arrested and being blamed for this fairfield accident that left two people dead.sot he was driving at an excessive speed on the freeway while he was on the phone and then he caused this accident and caused the death of both of these two innocentindividuals. chp officer kirk griess was killed in this crash along westbound 80 near manuel campos parkway and north texas street. griess had just pulled over jaime manuel who was driving a saturn suv when the white chevy pick truck, driven by walker veered off the road and hit griess and manel's suv. killing both men. walker now faces two felony counts of gross vehicular manslaughter and a felony count of reckless driving. sot something that we will not tolerate we want the message to be sent that your actions have consequences.....lives can be changed because of those actions.griess leaves behind a wife and three kids ages 25, 21, and 14.jr stand the suspect here sean walker will face a j

s adrian krishna avel to freetown to meet a man who lost his family in the tragedy. it's a painful journey for maliki camera who has returned to where he used to live in regent a suburb of the capital freetown. camera lived here with his family for ten years he remembers the day vividly exactly one year ago when he went to work early in the morning in the pouring rain. shortly after a powerful mudslide destroyed hundreds of homes including his own. last year at this time i was still sitting here with my family we talked to the children going out and i'll never be able to see them again courts are going over for no one is helping me i'm suffering and i was hurt so much. i was over it so i would. almost his entire family was killed by the mudslide his daughter fatima just seven months old. his wife. the only survivor was his twelve year old son daniel who was rescued with severe injuries. cameras says he was given the land by local authorities but there was no official building permit so who's to blame. the government governments the government is to blame we weren't l

evidence indicates he was on his telephone shortly before the accident.solano county district attorney krishna abrams referring to 36 year old sean walker...the man arrested and being blamed for this fairfield accident that left two people dead.sot he was driving at an excessive speed on the freeway while he was on the phone and then he caused this accident and caused the death of both of these two innocent individuals. chp officer kirk griess was killed in this crash along westbound 80 near manuel campos parkway and north texas street. griess had just pulled over jaime manuel who was driving a saturn suv when the white chevy pick truck, driven by walker veered off the road and hit griess and manel's suv. killing both men. walker now faces two felony counts of gross vehicular manslaughter and a felony count of reckless driving. sot something that we will not tolerate we want the message to be sent that your actions have consequences.....lives can be changed because of those actions.griess leaves behind a wife and three kids ages 25, 21, and 14.jr stand the suspect here sean walker will face a

once things are stabilized, they can climb faster >> krishna, it is great to see you and sata ivis going for the rest of the hour >> you are watching "squawk box" right here on cnbc you always pay your insurance on time. tap one little bumper and up go your rates. what good is your insurance if you get punished for using it? news flash: nobody's perfect. for drivers with accident forgiveness, liberty mutual won't raise your rates due to your first accident. switch and you could save $782 on home and auto insurance. call for a free quote today. liberty mutual insurance. ♪ liberty. liberty. liberty. liberty. ♪ let someone else do the heavy lifting. tripadvisor compares prices from over 200 booking sites to find the right hotel for you at the lowest price. so you barely have to lift a finger. or a wing. tripadvisor. >>> welcome back to "squawk box," our next guest is an entrepreneur who got into the newspaper business capital of investment, good morning to you, mark >> you wathanks for having me >> you want to talk about newspaper newspap newspaper? >> there is been a rise in spaks. some pe