(1) Topping the list is regime change. (2) Thursday’s healthcare circus. (3) A better idea than Volcker’s Rule. (4) Rooting for happy surprises for earnings, employment, and the price of oil. (5) Earnings Month shows analysts revising their earnings estimates upward with more confidence. (6) Is the Comfort Zone uncomfortable? (7) The reflation solution. NOTICE: Our Morning Briefings are now available on FactSet.
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