(1) Was Q1 earnings season a warm-up for Q2? (2) A bullish preliminary conclusion. (3) Railcar loadings bullish for CSX and other Transportation stocks. (4) Global semiconductor orders bullish for Intel and other Tech stocks. (5) Fewer loan loss provisions bullish for Bank stocks. (6) US federal tax revenues rising. (7) US trade will be a drag on Q2 real GDP. (8) Transportation stocks rebounding. NOTICE: Our Morning Briefings are now available on FactSet.
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