CNBC's Jim Cramer welcomed the rally on Tuesday in China, which sent the stock market higher.
Dow Jones Industrial Average grew by more than 353 points, the S & P 500 advanced by 0.97%, and Nasdaq Composite – by 1.39% the US-China Trade Agreement, and that the Federal Reserve lowered interest rates on Wednesday. week in Japan.
"Because we've seen this movie before, I think President Thames called Trump as before the Buenos Aires meeting when he tried to stop the first round of rising to 25 percent," Cramer said. "But then the talks broke down and the rates rose, I think we can see a repeat."
There is too much optimism on the market, Kramer said, that China would agree with Trump's list. Trump wants China to deal with cyber-theft, stop the forced transfers of technology, limit the spread of fentantil, and end currency manipulation, a list too much for the Communist Party of China, the host said. "I expect our stock market to be forgiven if nothing positive comes from this G20 meeting," he said, "and now I tell you that I think … the most likely outcome is that nothing is Cramer said the semiconductor, industrial and transport sectors together with Apple would be at risk of being hit if Wall Street was disappointed with the outcome.
He pointed to the chip makers that gathered, such as Broadcom, Micron, Xilinx, Lam Research, Skyworks Solutions, Qorvo and Western Digital, will see maturity if the deal does not come out of the leaders meeting of the international forum.
Trump threatens to hit a $ 25 billion 25 percent tariff for Chinese goods, in addition to $ 200 billion in import duties, investors have to expect Apple to beat unless an exception is made to the manufacturer iPhone.
Again, they are vulnerable, says Kramer, but Caterpillar and Boe have been punished enough.
"SAT is becoming much more service-oriented than most people realize," he said. "Boeing is about the future of Max 737. I think both stocks have real catalysts ahead so I can not sweat with any of them."
Emerson Electric and 3M "may miss their number if there is no deal," Kramer said. He expects United Technologies to be pressured to resolve the trade dispute.
The transport sector is affected by the trade war, but FedEx and the railways are trying to make a comeback, Cramer said.
"Now I know that in a day like today, nobody wants to hear anything from these negative things … I mean huge optimism, but I think I have to present a realistic look," said the host.
There is one thing He continued that shareholders can not see: "The Fed's head of head, Jay Powell, chooses to be less cautious, less vigilant to stop the delay due to Trump's last posting, and [that] does not deal at the G20 summit.
"This is a real opportunity and you can not afford to pretend otherwise, especially after the magnificent running of today."