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It in boston businesses talked about a delay of getting product from other places than china because foreign imports could not handle the excess capacity overall the fed monitored Manufacturing Activity as slightly down. Half of the districts reported a slow down in manufacturing rather than lay off workers, companies in cleveland were opting to reduce overtime and cut shifts in st. Louis declines in production, new orders and Capacity Utilization for the First Time Since 2016. But, guys, there were still several districts such as philadelphia and minneapolis that were reporting strengthening ...

Through to the open. The s p up about. 87 . Nice gain. The nasdaq up better than 1 . It is a rally. Please note, the market has completely reversed, the selling that greeted the inverted yield curve scare and the china trade scho scare even though that is a threat. The Hong Kong Police have banned the giant demonstration planned for this saturday and beijing has brought in fresh troops. The scene is set for a crackdown. If that happens, it would likely affect china trade talks. By the way, monday, the hong kong protesters have called a general strike when our market is closed. Watch out Tuesda...

Income groups. Im not looking to do that. But if i wanted to do it, i believe i could. Im not looking at a tax cut now. We dont need it. We have a Strong Economy. Certainly a payroll tax cut. David sound bite of President Trump telling reporters just yesterday that he was considering indexing Capital Gains taxes but today, touting a Strong Economy, the president says indexing could be seen as somewhat elitist, the word he used, also saying no need now for a payroll tax cut, but is it a mistake to take these tax cuts off the table . David, its always a mistake to take good tax cuts off the tabl...

The currency weapon has been. Yeah. It was a big surprise last week when the president dropped that tweet about september 1st tariffs. And some people that i talked to, tyler, and kel, it changed the game for them. That what they thought they had was a figured out market for the most part. They felt that way because of the fed and the rate cut and they felt like they had their hands around where the market could go in the months ahead were still throwing out of whack by that. Going into that, this was a market that was up almost 20 , so far this year, trading near record highs coming off of go...

A sales miss and more weakness ahead. Is it time to trade out. The Investment Community is ready to go. The Halftime Report starts right now. Welcome good to have you with us on this tuesday. Our Investment Committee at the terrible joe terranova, josh link and the chairman and ceo of the gobelli finds and chief executive officer of merrill private bank. We fin where else, the manchlgts a manchlgts. First though stocks lower as the twoday meeting in washington gets under way mr. Gobelli, the fed is going to cut, right im assuming 20 basis points and the real challenge is the currencies, the ne...