It seems as if the complacency that has gripped the U.S. markets of late has crossed the Atlantic.
How many companies would follow the NBA's principled examples on Hong Kong free expression vs. China profits?
The tech sector has been the victim of the recent "on again, off again" rotation. That may really just mean that the group has been victimized by its own success.
Without danger of major macro news and with earnings landing, investors focus on merits of individual stocks once again.
I believe the weakness in this economy and the stock market stems from a lack of trade deals worldwide.
Chief Executive Carrie Lam has tried to resolve Hong Kong's political firefight with 220 bullet points of economic sweeteners while doing nothing to solve its political crisis.
Sleepy action like we saw on Monday tends to be the setup for drama in the future.
After the action last week what is needed is some narrow range action to create new support levels.
JD.com separates itself from other e-commerce competitors by controlling its inventory and logistics.
I think we can demonstrate this painful process with one quick chart.
When the market is less index driven and more focused on earnings we should see better action.
Shakespeare seemingly could have written the script regarding the U.S.-China trade drama.
Keep an eye on Camping World Holdings and industrial packaging firm Greif.
This is a market that is tired of the China trade issue and is looking to move on.
There is buying across the board right now but the question to ponder is how much to chase into the trade announcement.
The former president of the New York Fed acknowledges that the nation's debt is a big issue but says he doesn't know when it may come to a head.
Plus, a look at the uncertain prospects for a Saudi Aramco initial public offering.
If the market keeps running up into the meeting between Trump and Liu the potential for some profit taking in front of the weekend will be quite high.
The unlikely resolution of our trade differences with China is only one of the many challenges facing investors.
The big question that the market will face Friday is whether we will have a 'sell the news' reaction to the announcement of a China trade deal -- even a tiny one.
Let me give you the items I want to see before I bless buying anything in what has become a plain, out and out, treacherous market.
The indices are vulnerable so it will be more important than usual to focus on the underlying action.
Here's what I believe is the most likely outcome of U.S.-China negotiations.
Let's see what the charts and indicators tell us.
I think both the U.S. and China 'get' the importance of at least setting up further talks, while coming away with something immediately understood by the public as positive.
The headlines that move the market are constant but can't be trusted, which makes trading a risky proposition at present.
Traders are reduced to betting on whether the next headline will be positive or negative.
More often than not the market ends up doing what few expect or anticipate.
BABA's China-driven declines have been buying opportunities.
Let's hope the blacklisting of eight companies supplying surveillance equipment to the Chinese state is not just another chip on the U.S.-China trade negotiating table.