Market Moving Insight and Analysis.

Join Jim Kramer, David Faber, and me, Carl Kainteneah, on the opening bell hour of CNBC Squawk on the Street.

Good Monday morning. Welcome to Squawk on the Street. I'm Carl Kainterna with David Faber at the New York Stock Exchange.

Kramer is at the 38th annual JPMorgan Healthcare Conference in San Francisco, where he'll have a host of CEO interviews today and all week long, including an exclusive with Bristol Myers later on this hour.

Futures are solid as we start a big week with earnings, of course, phase one signing, lots of eco data Our road map this morning begins with trade optimism,

re-igniting the record rally. Stocks are set for a higher open as this Chinese delegation heads to

D.C. today for an expected phase one signing on Wednesday. Plus, new CEO, but same crisis. What to

expect from Boeing's new chief executive, David Calhoun, who takes over today and, of course,

the future of the 737 Max.

And then there were four. Alphabet now nearing the trillion dollar market cap club behind Apple,

Microsoft, and Amazon.

Stocks are looking to recoup some of their losses from Friday, a day in which the Dow did

surpass 29K for the first time before finishing in the red.

All three major indices are in the green since the beginning of the year, led by the NASDAQ's 2% gain.

And as they were just saying on Squawk a few moments ago, Jim, if Lulu Lemon is any clue as to what we're going to get this earning season, maybe this rally has been justified.

We've got two conferences this week.

The important ICR conference, think about it as consumer in Orlando,

and we've got this conference out in San Francisco Healthcare.

They're being used to be able to say, better than expected, better than expected.

And a lot of companies saying, listen, those old estimates, we've got to throw them away.

Things are really, really cooking.

So it does have the upward momentum. I'm seeing a lot of it here.

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