(1) SMidCaps beating LargeCaps again. (2) V-shaped upturns in forward earnings. (3) Good news: Total tax revenues are up. (4) Bad news: Payroll tax revenues are down. (5) Good news: Corporate tax receipts are up. (6) Will China’s auto sales remain hot if M2 and bank loans cool off? (7) Tapping vs. slamming the brakes in China. (8) Materials benefitting from global boom. NOTICE: Our Morning Briefings are now available on FactSet.
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