hat if a tax was imposed, it would have profound implications for EM demand and the WTI/Br arb. The appointment of key cabinet members Rex Tillerson, Rick Perry, and Scott Pruitt pose significant implications for the US energy sector. 4 — Commodity Macro — Forward inflation expectations around the world have

matically kick in. Now that the elec- tion’s over, everybody will certainly be ready to move forward and work some- thing out. Except possibly Gov. Rick Perry, who celebrated the president’s re-elec- tion by demanding the repeal of Obamacare. And then there was Donald Trump, who tweeted during the vote cou

d quiet? PK: There’s fear of Trump, and then there’s dictatorship in action. The things he’s been doing are disgusting -- these ap- pointments! Like Rick Perry for Dept of Energy. It’s so insane. And then, Betsy DeVos. No education experience ... I think even starting in kindergarten. (Laughter) EP: Yes. Ev

Pawlenty is spectacular. Newt Gingrich knows more about issues than anyone you’ ve ever seen. Michele Bachmann is out-of-sight wonderful,” he said. “Rick Perry is second to no one in this stuff. If you look at Herman Cain, he’s phenomenal. “Oh and (Jon) Huntsman was a great governor of the state of Utah and

orge Pataki (R-NY) ex-Senator Rick Santorum (R-PA) Ex-HP CEO Carly Fiorina Ex-Gov. Bobby Jindal (R-LA) Donald Trump Ex-Gov. Jim Gilmore (R-VA Ex-Gov- Rick Perry (R-TX) Deutsche Bank Francis J. Kelly Global Public Affairs [email protected] 10 Ex-Senator Jim Webb(D-VA) HOUSE_OVERSIGHT_026804 --- PAGE B