(1) Read all about it: Nine bullish headlines. (2) Business confidence rising with profits. (3) In the long run, we may still be OK 12 months from now. (4) Q2 profits season another winner. (5) China’s secrets. (6) Germany’s revival. (7) Lots of easy credit in bond markets. (8) Big Easy: Fed will decide to stay rather than exit on August 10. (9) Germany’s strong PMI leads the pack. NOTICE: Our Morning Briefings are now available on FactSet.
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