Tech, Trade, and Transports

(1) Thank you, Intel. (2) US matters less for US earnings. (3) The recovery’s hung jury. (4) Meanwhile, our Boom-Bust Barometer is booming. (5) Also booming are cyclical stocks. (6) Nearly 60% of US exports going to New World. (7) Tracking the rallies in tech heavy, capital goods heavy, and commodity heavy stock markets. (8) Transportation stocks approaching new highs. NOTICE: Our Morning Briefings are now available on FactSet.