Good Monday morning. Welcome to Squawk on the Street. I'm Sarah Eisen with Carl Kintania and David Faber. We are live for you as always at post-9 of the New York Stock Exchange.

Coming up this hour, as the S&P 500 comes off its best week since August, Lizanne Saunders from Charles Schwab lays out one part of the market that could be a great opportunity still going forward.

Plus, why gold and stocks are partying together.

Rockefeller's Roosier-Sharmor breaks down the rare correlation and why he says it could end in an unpleasant surprise.

And Mark Cuban telling CNBC that the Trump administration deserves credit

for its efforts to reduce drug prices. We've got his exclusive comments next. But first, guys,

wanted to start with the data overnight from China because it was not so hot. Chinese GDP

coming at at 4.8 percent below its 5 percent target and also the slowest level in about a year.

Just shows some of the pressures that have been building on the Chinese economy,

something that Treasury Secretary Scott Besson actually said in an interview last week

as to some of their motivation for why they're acting tougher when it comes to the trade situation,

just to break it down further. What you see is retail sales are weak. 3% was less than expected.

The consumer's been sluggish in China. What's strong industrial production. Their export machine

is still going and powering ahead, up 6.5% on the year. And we saw in export data last week that they're finding new markets outside the U.S.

exports are plunging to the U.S., but they're booming in places like Africa and the rest

of Asia and even Europe.

They've been higher.

So that's what's keeping their economy.

But the really weak number was actually fixed investment for China, which saw a drop in that. And that's, you know,

problematic for the world's second biggest economy. So it gives you a little bit sense of what's

going on there beneath the surface as we wonder about where these trade tensions lie at this

point. Yeah, we were just talking to Jim about the symbolist note from last week out of J.P. Morgan,

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