we are with patrick chovanec. one last key takeaway in terms of the trade deals. you look in terms of assets? patrick: i think you need to be aware of the vulnerabilities. companiesprofile u.s. that are subject to retaliation. k sectors like agriculture that have a lot of political significance and become targets need to be aware of the vulnerability -- without getting too far ahead of yourself, just because the president says i may scrap nafta, you do not want to conclude that will happen. -- cross thatep bridge when you come to it and see what is likely to take place. we have seen a steady march toward much more substantive and real action in terms of tariffs on china than in other areas. caroline: great to get your perspective, thank you. patrick chovanec from silvercrest asset management. let's get the first four news. >> president trump not saying whether he will fire deputy attorney general rod rosenstein but he says he hopes his thursday meeting will help them "figure out what is going on." the president told reporters on the sidelines of the u.n. general a