(1) Analysts are very bullish. (2) Investors are turning cautious. (3) Who is right? (4) Believe it or not: Analysts’ earnings forecast implies big jump in stock prices. (5) A remarkable recovery in global manufacturing. (6) Populist panderers pummel banks. (7) The full story behind the drop in bank lending. (8) Loan losses remain high, but they probably peaked. NOTICE: Our Morning Briefings are now available on FactSet.
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