(1) Hungary and Spartacus. (2) Why was May’s weak employment report a surprise? (3) The benefit of hindsight. (4) Retesting 200-day moving average less 5%. (5) The two big Known Unknowns. (6) The €2.2tn mystery. (7) Why the blind won’t lend to the blind. (8) SEC rule tightens money markets. (9) The new number to watch: Foreign financial commercial paper. (10) Accentuating the positives in labor market. (11) “Solitary Man” (++). NOTICE: Our Morning Briefings are now available on FactSet.
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