China is the economic growth driver of the region, and there are signs it is losing steam.
Markets are approaching overbought status.
The subject of investors' worries for a long time, European banks finally are looking better based on their first-quarter earnings.
Spending has remained sub-par this spring.
And paying for it with 'growth' may be overly optimistic.
Trump's proposal may be great for the stock market but not for the consumer.
European earnings season is only beginning, but financials so far have delivered positive surprises.
Cash-rich Apple could be staring down the barrel of a tax-cut-driven profit explosion.
Otherwise, the whole sideshow of the tax mess will drive you crazy.
Gold has produced a better return than equities, despite all the stock market hoopla.

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