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A Desperate Catalyst After Some Big Nothings: Taking StockIn news that should surprise no one, Thursday’s big "shocker" was that trade officials between the U.S. and China agreed to keep talking -- a result this column went out on a "limb" to predict just days ago. But with that overhang now removed, equities can now focus on monthly payrolls, a desperately-needed data point to force a re-rating of the S&P that is coming up on a key technical level.February 1, 2019