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Thomas B. Michaud, president and chief Executive Officer at Keefe, Bruyette & Woods, discusses his outlook on the financial sector with CNBC’s Michael Santoli.

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CNBC'S "Squawk on the Street" team is joined by Stephen Myrow, a managing partner of Beacon Policy Advisors, and Lindsey Piegza, the chief economist at Stifel, to discuss how U.S. politics may be affecting the markets.

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About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.

Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Find CNBC News on Facebook: http://cnb.cx/LikeCNBC
Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC
Follow CNBC News on Google+: http://cnb.cx/PlusCNBC
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