Suddenly its time for markets to get ready to digest another important employment number as the debate rages on whether the stock market has gotten ahead of the recovery.
What was recently their secret weapon to outperforming the S&P on EPS is now a headwind but is it a hurricane?
You have heard me say on Fast Money that I think the Asian and emerging market luxury consumer is taking this industry on an extended joy ride that started in 2010.
Chart of the Day: U.S. Job Openings Index is at highest level since May 2008. The index is now 80% higher off the lows set in the summer of July 2009.
Out of the China Plenum comes headlines that are market grabbing. The one that has the highest interest is their claim they will loosen the one child policy.
Last week on fast money I recommended Avon ticker (AVP,quote) as my final trade as my thoughts into (yesterday’s)earnings were this was a company that was slowly but steadily reversing years of poor client focus, getting more efficient, and slowly moving down the road on settling onerous Federal bribe charges and potential SEC penalties as well.