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  • IT IMPACT THE U.S.?

  • THE PRESIDENT AND FOUNDER, MARK

  • AVELON.

  • >> GOOD MORNING.

  • MARIA: DOES IT IMPACT THE WAY

  • YOU ALLOCATE MONEY FOR THE U.S.

  • OR EXPECTATIONS FOR THE U.S.?

  • >> CONTINUATION AND THEY WILL DO

  • WHATEVER THEY CAN TO KEEP A

  • STRONG ECONOMY NOT ONLY TO STAY

  • IN POWER BUT RIGHT NOW THEY WILL

  • DO IT SO THEY HAVE MORE LEVERAGE

  • AND STRONGER POSITION AGAINST

  • PRESIDENT TRUMP AND TRADE TALKS.

  • I THINK THE CHINA MOVES

  • SHORT-TERM IN FOCUS, THEY'RE A

  • NET POSITIVE FOR STOCK, THE

  • STRONGER THE CHINESE ECONOMY,

  • THE STRONGER THE TRICKLE IN

  • MERGING MARKET AND VALUABLE

  • TRADE PARTNER IT IS FOR US.

  • SO FOR STOCK INVESTORS IT'S

  • ALWAYS GOOD SEEING CHINA DOING

  • THIS, LONG-TERM WE ARE NOT SURE

  • HOW IT ALL PLAYS OUT.

  • MARIA: WE ARE SEEING THE MARKETS

  • REACTION, ANY TALKS OF TRADE

  • DEAL OR IMPACT ON THE ECONOMY

  • THERE, DO YOU THINK WE WE WILL G

  • THERE, DO YOU THINK WE WE WILL T

  • A TRADE DEAL AND DO YOU THINK

  • THAT WILL MOVE MARKETS?

  • >> I THINK WE WILL GET A DEEP,

  • WE DON'T KNOW HOW DEEP OR

  • MEANINGFUL IT IS.

  • PRESIDENT TRUMP AND CHINESE

  • COUNTERPARTS WANT A DEAL.

  • THE CHINESE WANT THEIR ECONOMY

  • TO PICK UP.

  • PRESIDENT TRUMP WANTS A VICTORY

  • IN A BIG WAY SO I THINK WE WILL

  • GET A TRADE DEAL BUT WHAT

  • HAPPENS WITH THE RUN-UP IN

  • STOCKS IN JANUARY AND FEBRUARY,

  • FIRST IT WAS A FEDERALLY WHEN

  • POWELL BACKED OFF A LITTLE BIT

  • BUT THIS LAST LEG OF THIS 2019

  • BURST IN STOCK MARKET HAS BEEN

  • BECAUSE OF OPTIMISM ON TRADE,

  • THE RISK NOW TO TRADE IS TO THE

  • DOWNSIDE, IF THE MARKET DOESN'T

  • REALLY LIKE WHAT COMES OUT OF

  • TRADE TALKS, I THINK THE

  • POSITIVE NEWS IS BAKED INTO THE

  • NUMBERS AND THE RISK NOW IS A

  • LITTLE BIT TO THE DOWNSIDE.

  • MARIA: DOWNSIDE.

  • LET'S TALK ABOUT A RETAIL FOR A

  • MOMENT, TARGET, COMPANY EXPECTED

  • TO POST EARNINGS OF 1.52,

  • REVENUE OF $22.98 BILLION,

  • KOHL'S, ALSO OUT TODAY IN AN

  • ABOUT, RETAIL GIANT EXPECTING

  • REVENUE $6.58 BILLION, 2.18

  • CENTS, MARK, CHARACTERIZE WHAT

  • WE HAVE SEEN FROM RETAIL SECTOR

  • SO FAR AND WHAT YOU MIGHT BE

  • EXPECTING TODAY AND HOW THE

  • CONSUMER IS DOING?

  • >> WELL, FIRST OF ALL, THE

  • CONSUMER IS DOING GREAT AND WE

  • DON'T HEAR ENOUGH ABOUT THAT BUT

  • CONSUMER, HOUSEHOLD DISPOSABLE

  • INCOME IS UP, STRONG WAGES, THE

  • DEBT-SERVICE RATIO THAT

  • HOUSEHOLDS DEAL WITH, THE LOWEST

  • IN OVER 40 YEARS, CONSUMER

  • BALANCE SHEETS ARE STRONG AND A

  • LITTLE BIT OF STOCK MARKET

  • EFFECT, PEOPLE ARE SAVING AND

  • ALL IN RETAIL SECTOR AND WHAT WE

  • ARE SEEING COMPANY BY COMPANY

  • BASIS, WHO IS EXECUTING, AMAZON

  • AND WAL-MART.

  • ARE WE GOING TO HAVE A BIG 3, IS

  • TARGET GOING TO JOIN THE LIST OR

  • ARE THEY THE LEADER OF THE ALSO

  • RED AND THE DETERMINATION IS NOT

  • RENEW GROWTH, WE KNOW TOP LINE

  • WILL BE STRONG, WHAT ARE THE

  • MARGINS, WAGE COST THAT THEY

  • HAVE TO INCUR HIGH, IS THEIR

  • PRODUCT MIX HURTING MARGINS, WE

  • WANT TO SEE WHAT THE

  • PROFITABILITY IS TO GO ALONG

  • WITH INCREASED REVENUE.

  • MARIA: MARK, YOU WANT TO PUT NEW

  • MONEY TO WORK?

  • >> IT'S TOUGH, I THINK WE WILL

  • HAVE POINT TO POINT, WE WILL

  • WIND UP WITH MID-SINGLE DIGIT

  • MARKET, A LOT OF VOLATILITY

  • ALONG THE WAY.

  • I THINK PEOPLE SHOULD REALIZE

  • THAT STOCKS ARE FAIRLY VALUED

  • HERE AND WITH SINGLE-DIGIT

  • EARNINGS GROWTH FOR THE YEAR,

IT IMPACT THE U.S.?

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