Citigroup and Lululemon are on the radar this morning.
Shakespeare seemingly could have written the script regarding the U.S.-China trade drama.
This is a market that is tired of the China trade issue and is looking to move on.
Stock markets have rallied on the "Phase 1" agreement reached with China, but the optimism is misplaced, with no mention of any trade deal whatsoever from the Chinese side.
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.
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 president can win some sort of concessions from the Chinese simply by NOT raising tariffs any more than they are.
Enough theatrics, back to fundamentals.
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.
These people have no idea what is happening with the U.S. economy. It is that simple.
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.
Hate Trump or like Trump, the economy does respond to a lower Fed funds rate.
More often than not the market ends up doing what few expect or anticipate.
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.
Market players feel a trade deal with China is increasingly unlikely, and they appeared largely unmoved by Fed comments on Tuesday about buying Treasury bonds.
If your goal is to ratchet up trade tension? There couldn't been a better moment, hence one of the worst moments for the stock market since the trade battle began.
So far the selling is unrelenting and there is no choice but to stay out of the way and wait to see if some support may hit.
Hong Kongers are moving their money offshore, fast, as the unpopular Lam administration digs deeper into its foxhole by deploying a colonial-era emergency ordinance.
At the end of the day, market players came to realize that maybe they won't see any real progress in talks, and the indexes closed near the lows of the day.
Perhaps the greatest risk of all is that of systemic complexity, and this is as close to an unknowable risk as there is.
The main danger for the bears is that there is some level of progress that causes the market to celebrate.
The Chinese want to buy more soybeans. The U.S. wants real change. Sounds like there's not a lot of common ground.
Both sides are meeting to make a deal, but do not yet meet eye to eye on the main issues.
The market had its worst two days of action since last December on Tuesday and Wednesday.
This combination of macro uncertainty combined with a market under technical pressure is going to make it very tough for the bulls to make progress.
Punitive behavior doesn't help if you are fighting a slowdown, which, judging by some of the bigger indicators, we most certainly are.
The White House has issued assurances that it is not about to delist Chinese companies from U.S. markets, but it wouldn't be a stretch to see state-owned enterprises come under fire.
Investors are culling the stocks that are worth owning and shedding those that aren't, and Starbucks is a prime example.
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