。Oversea markets: Shanghai＋2.39%, Japan+0.24%, Hong Kong+1.07%, Germany+0.68%, UK+0.46%, France+0.25%.
。Weak sectors: GDX, GDXJ, GLD, IYR, TLT Strong sectors:SMH, OIH, EWG, EEM, FDN
。March Industrial Production: -0.1% to 110.2 +0.3% consensus, +0.1% prior (unrevised).Capacity Utilization 78.8% vs. 79.1% consensus, 79.0% prior (revised).---Seeking Alpha
。European negotiators got the green light this week to get started on trade negotiations with the US, with a target of getting something done by September., US and China continue to talk and the latter is considering a request from the former to shift some Tariffs on agricultural goods to other products, just as US soybean shipments slump. All in all, the four biggest economies in the world are now gripped by trade negotiations. ---Bloomberg
。Not that anyone was in any doubt, but the Federal Reserve's dovish turn is consistently being confirmed. Chicago Fed President Charles Evans said he can see the central bank keeping rates where they are until late 2020. And there are indications that as the Fed studies what Any change or review of Fed policy will presumably be music to the president's ears. The European Central Bank, chi, continues to argue that Negative rates have been positive. ---Bloomberg
。New-home price growth in China snapped a four-month weakening streak, one of the first official signs there may be a significant recovery in the nation’s housing market.---Bloomberg
。The US stock market got off to a strong start in 2019, and history shows Wall Street may be in store for more gains, according to data compiled by Ned Davis Research. The S&P 500 rose in each of the first three months of the year, Something that had only happened 22 times before, the data shows. The broad index has followed up those annual starts with an average gain of 7.23% over the next nine months.---CNBC
。While the FAANGs have already seen double-digit gains so far this year, Barclays expects the rally to continue for at least three of the five companies, with their promoting quarterly results seen as the primary positive catalyst. The firm "would add to positions" In both Facebook (FB -0.27%) - following 2018 controversies - and Alphabet (GOOG -0.02%, GOOGL -0.04%), which could benefit from improving margins. Barclays also recommended "taking advantage and adding selectively" to Amazon (AMZN +0.76%) before the e-commerce company's print. ---Wall Street Breakfast
。Bank of America (BAC -2.48%) Q1 EPS of 70 cents, beating the average analyst estimate of 66 cents, is flat from Q4 2018 and up from 62 cents in Q1 2018. ---Seeking Alpha
。Nomura initiates Micron (MU +2.03%) at Neutral and a $45 price target citing record GAAP gross margins of 50% to 60% in 2017 to 2018 and says MU will likely remain profitable over the next several quarters as the downturn plays out. But there's still the Cyclical risks with DRAM and NAND prices down 28% and 33%, respectively, for January and February. ---Seeking Alpha
。Johnson & Johnson (JNJ +2.72%): Q1 Non-GAAP EPS of $2.10 beats by $0.06; GAAP EPS of $1.39. Revenue of $20.02B (flat Y/Y) beats by $470M.---Seeking Alpha
。Canopy Growth (CGC +4.1%) is up on average volume in early trade on the heels of comments from Co-CEO Bruce Linton at a conference in Toronto that the company expects to generate over C$1B in sales over the next 12 months. Related tickers: Tilray (TLRY +3.6%); Cronos Group (CRON +2.4%); Aurora Cannabis (ACB +2.1%)
。太平洋时间早上7点37分：道指+52.90，标准普尔500指数+5.13，纳斯达克指数+32.50，罗素2000 +3.26，WTI原油-0.21％，黄金-1.04％，美元指数+ 0.05％。
。海外市场：上海+ 2.39％，日本+ 0.24％，香港+ 1.07％，德国+ 0.68％，英国+ 0.46％，法国+ 0.25％。
。弱势板块：GDX，GDXJ，GLD，IYR，TLT强势行业：SMH，OIH，EWG，EEM，FDN
。3月工业生产：-0.1％至110.2 低于+ 0.3％的共识，+ 0.1％之前（未经修正）。能力利用率78.8％对比79.1％的共识，79.0％之前（修订）.---Seeking Alpha
。本周欧洲谈判代表得到许可开始与美国开展贸易谈判，目标是在9月前完成任务。与此同时，美国和中国继续谈判，在美国大豆出货量下滑之际，后者正在考虑前者要求将农产品的一些关税转向其他产品。总而言之，世界上四大经济体现在受到贸易谈判的束缚。 ---彭博
。并非任何人都有任何疑问，但美联储的温和转变始终得到确认。芝加哥联邦储备银行行长查尔斯·埃文斯表示他可以看到央行将利率维持在2020年底之前。有迹象表明，随着美联储研究其在通胀政策方面可能出现的问题，该审查也开始考虑其就业任务。对美联储政策的任何改变或审查都可能是总统听到的音乐。与此同时，欧洲中央银行继续争辩说负利率是积极的。 ---彭博
。经连续四个月走弱后中国新房价格上涨，这是该国房地产市场普遍复苏的首批官方迹象之一。---彭博社
。根据奈德戴维斯研究公司（Ned Davis Research）编制的数据，美国股市在2019年开始强劲起步，历史显示华尔街可能会有更多涨幅。数据显示，标准普尔500指数在今年前三个月的每一个月都有所上涨，此前曾发生过22次。广泛的指数跟随这些年度开始，未来9个月的平均收益率为7.23％.--- CNBC
。虽然今年迄今为止FAANG已经实现了两位数的增长，但巴克莱预计五家公司中至少有三家将继续上涨，即将公布的季度业绩将成为主要的积极催化剂。 Facebook（FB -0.27%） - 在其2018年的争议之后 - 以及Alphabet（GOOG -0.02%，GOOGL -0.04%）可以从提高利润中受益，巴克莱提议“增加头寸”。巴克莱还提议在向亚马逊（AMZN +0.76%）出业绩前“有选择地增加头寸”。 ---Wall Street Breakfast
。美国银行（BAC -2.48%）第一季度每股盈利70美分，超过分析师平均预期的66美分，与2018年第四季度相比持平，比2018年第一季度的62美分为好。---Seeking Alpha
。野村证券开始跟踪Micron（MU +2.03%）评级为中立，目标价45美元。理由是2017年至2018年的GAAP毛利率达到创纪录的50％至60％，并表示尽管受经济衰退的影响，MU在未来几个季度可能仍将保持盈利。但是，1月和2月DRAM和NAND价格分别下跌了28％和33％的周期性风险仍在。---Seeking Alpha
。强生公司（JNJ +2.72%）第一季度非GAAP每股盈利2.10美元，好于预期0.06美元; GAAP每股收益1.39美元。收入为20.02亿美元（于去年同期持平），好于预期4.7亿美元。---Seeking Alpha
。Canopy Growth联合首席执行官布鲁斯·林顿（Bruce Linton）在多伦多召开的一次会议上发表评论称，该公司预计未来12个月的销售额将超过10亿加元。早盘CGC + 4.1％，以平均成交量上升。相关代号：Tilray（TLRY + 3.6％）; Cronos集团（CRON + 2.4％）; 极光大麻（ACB + 2.1％）
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