Paul Lane and Marc Fandetti discuss markets reacting to Putin rewriting Russia's nuclear doctrine. Goldman Sachs targets 6,500 for S&P 500 next year. The Fed-based market signal is flashing a warning for the first time in over a decade. Powell's wait-and-see on Trump's policies is a switch from 2016. Walmart sees momentum ahead of holiday shopping season. Things are quiet in consumer credit. Too quiet.