The Biggest Currency Manipulator

(1) G-20 ministers agree to ceasefire in currency wars. (2) Is the Fed the biggest currency manipulator? (3) McDonald’s is working to serve the Fed with more inflation. (4) Do you want fries with that? (5) Why don’t analysts get it? (6) Hard to model emerging markets in Excel spreadsheets. (7) Latin America is leading the pack. (8) Earnings Month shows broad bull market in earnings. (9) Global cooling according to leading indicators. (10) “Red” (- - -). NOTICE: Our Morning Briefings are now available on FactSet.