where the cfo is expected for her bail hearing morgan stanley chairman stephen roach is onset and byron wienns us at the top of the half hour if that weren't enough, another price target cut on apple, this time from morgan stanley, following ubs. "squawk alley" has the analysts behind that note first, markets are taking a blow dow down 180 bob pisani has more. >> this is what makes everybody nuts, discussions on trade talks. we move the markets with larry kudlow's discussion. look at what's happening you go into the markets. markets open you have positive momentum on the jobs report. the sentiment is with us here is larry, comes on with us here and says comments that larry kudlow was typically make. for example, progress, get a lot done in 90 days on trade talks he would consider extending that truce if good progress on tariff discussions. all positive we go up 15 points in the s&p, then drift around, then peter navarro on another network he says if progress is not made in 90 days, we will reinstate tariffs essentially. down, 15 this is what makes everybody crazy. it is hard to get a consist