Morning Market News Digest 早盘市场新闻摘要

。Pacific Time 7:26AM : Dow ＋145, S&P 500 ＋14， Nasdaq ＋60, Russell 2000 +8. WTI crude oil -1.85%，Gold +0.04%， US dollar index －0.07%.

。Oversea markets: Shanghai ＋5.6%, Japan+0.48%, Hong Kong+0.50%, Germany +0.51%, UK +0.08%, France +0.29%.

。President Donald Trump said on Sunday he would delay an increase in U.S. tariffs on Chinese goods scheduled for later this week thanks to progress in trade talks and said if progress continued, he and Chinese President Xi Jinping would seal a deal. The president said in a tweet that progress had been made on a host of divisive areas including intellectual property protection, technology transfers, agriculture, services and currency. ---Reuters

。U.K. Prime Minister Theresa May once again postponed a final vote on her Brexit divorce agreement, raising the stakes in a battle with members of her own cabinet who are fighting to avert a no-deal exit. The prime minister set a new deadline of March 12 -- just 17 days before Brexit day -- for parliament to vote on the accord she’s still trying to renegotiate. The move risks making those who are seeking to avoid a catastrophic no-deal departure even more determined to defeat her. They’ll have a chance to do that on Wednesday, when they’ll try to force her to delay exit day in order to avoid the economic damage of crashing out. Meanwhile, it emerged on Sunday that European Union officials are also working on a new plan that could help get the deal over the line at the last minute. ---Bloomberg

。Morgan Stanley's Mike Wilson recently claimed that the US is also about to enter an earnings recession, ironically after one of the strongest years for corporate profits on record, the picture of American companies is not much better. Not only is an above average number of companies issuing negative EPS guidance for Q1 2019 (of the 93 companies providing official guidance, 68 or 73%, have issued negative EPS guidance), but consensus EPS for Q1 is now deep in the red. According to Factset, the average Wall Street forecast now projects Q1 earnings per share to decline by 2.7% Y/Y, worse than a consensus -0.8% forecast drop three weeks ago, and starkly lower than the +3% EPS growth expected for Q1 at the start of the year.

。Friday’s finish, for one, capped the best start to a year for the Dow Jones Industrial Average DJIA,  and the S&P 500 index SPX, since 1987, according to Dow Jones Market Data, measuring the first 36 trading sessions for those indexes at the beginning of a calendar year. Over that period, the Dow has rallied 11.6%, and the S&P 500 has risen 11.4%. Put another way, the Dow has registered eight consecutive weekly gains in 2019, which it hasn’t done since an interrupted rally to start 1964, when it logged 11 weekly advances. Still, anxiety about the health of the U.S. economy and those outside of the U.S. lingers, even if markets appear to have shaken off a late-2018 downturn that culminated in the worst-ever Christmas Eve decline to stage a stunning resurgence. One sign of complacency, the CBOE Volatility Index VIX（ -6.57% ）known as Wall Street’s “fear index,” has fallen for nine straight weeks to 13.51, representing its longest weekly skid on record. A reading of 19.5 representing its historical average. ---Market Watch

。Warren Buffett says he isn't buying more Apple (NASDAQ:AAPL) at current levels, but would if it became "cheaper." ---CNBC

。General Electric (GE) has agreed to sell its BioPharma business to Danaher (DHR) for $21.4B, including $21B in cash plus the assumption of certain pension liabilities. The transaction should close in Q4. ---Seeking Alpha


。太平洋时间上午7:26：道琼斯指数+145，标准普尔500指数+14，纳斯达克指数+60，罗素2000 +8。 WTI原油-1.85％，黄金+ 0.04％，美元指数-0.07％。

。海外市场：上海+ 5.6％，日本+ 0.48％，香港+ 0.50％，德国+ 0.51％，英国+ 0.08％，法国+ 0.29％。

。唐纳德特朗普总统周日表示，由于贸易谈判取得进展，他将推迟本周晚些时候美国对中国商品征收关税，并表示如果继续取得进展，他和中国国家主席习近平将达成协议。总统在推文中表示，在许多分裂领域取得了进展，包括知识产权保护，技术转让，农业，服务和货币。 ---路透社

。英国首相特蕾莎·梅再次推迟对她的脱欧协议进行最终投票，提高与她内阁成员的斗争中的赌注，这些人正在努力避免无协议脱欧。总理设定了3月12日的新截止日期 - 在英国脱欧日前仅17天 - 议会就她仍在努力重新谈判的协议进行投票。此举有可能使那些寻求避免灾难性无协议脱欧的人更加坚决要打败她。他们将有机会在星期三这样做，当他们试图迫使她延迟脱欧日期，以避免崩溃造成的经济损失。与此同时，周日出现了欧盟官员正在制定一项新计划，该计划可能有助于在最后一分钟达成协议。 ---彭博

。摩根士丹利的迈克威尔逊最近声称美国即将进入盈利衰退，具有讽刺意味的是，在列入有史以来企业利润最强劲的年份之后，美国公司的情况并没有好多少。 2019年第一季度（93家公司提供官方指引，68或73％，已发布负面每股收益指引）不仅高于平均数量的公司发布负面每股盈利指引，而且第一季度的每股盈利预测现已深陷其中。根据Factset的数据，华尔街的平均预测目前预计第一季度每股收益将同比下降2.7％，低于三周前下降0.8％的预测，并且低于在年初预期的第三季度每股收益增长3％。

。根据道琼斯市场数据显示，周五收盘道琼斯工业平均指数和标普500指数（SPX）创下自1987年以来一年的最佳开局（衡量这些指数的前36个交易日）。在此期间，道琼斯指数上涨了11.6％，标准普尔500指数上涨了11.4％。另一方面，道琼斯指数在2019年已经连续八周上涨，为止自1964年上涨11周以来之最长时间上涨。尽管市场似乎已经摆脱了2018年末的大跌及有史以来最大圣诞节前夕的下跌而开始了令人惊讶的大幅反弹，但对美国经济和美国以外经济体的健康状况仍然存在焦虑。现在市场过度乐观的一个迹象是CBOE波动指数VIX，被称为华尔街“恐惧指数”（-6.57％）已经连续九周下跌至13.51，这是其有史以来最长的周数下跌。VIX的历史平均值为19.5。 ---Market Watch

。沃伦巴菲特表示他不会以目前的水平购买更多的苹果（AAPL），如果它变得“更便宜”的话才考虑。---CNBC

。通用电气（GE）已同意以21.4亿美元的价格将其BioPharma业务出售给丹纳赫（DHR），其中包括21亿美元的现金加上某些养老金负债。 该交易应在第四季度完成。 ---Seeking Alpha