With the major indices aiming for a third consecutive day of gains, Carl Quintanilla, Jim Cramer and David Faber reacted to a new survey that shows investors haven't been this bearish about growth in 30 years. Tariffs and the trade war also in the spotlight: President Trump setting the stage for tariffs on chips and pharmaceuticals, China reportedly orders its airlines not to accept deliveries of Boeing jets. Also in focus: Bank of America and Citi post earnings beats, what Johnson & Johnson's CFO told CNBC about pharma tariffs, Netflix's $1 trillion goal, luxury pain for LVMH, activism lifts HPE shares.

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