The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoil. 

Plus, we got another ugly report on housing, and one data point that was rather unusual. We'll tell you what it is and what it means for the housing market from here. 

And, our analyst sees a period of below-target growth for two big food names, but he also sees one bright spot. He joins us with the winners and losers.