(1) The dreaded 3D scenario of debt, deflation, and depression. (2) The happy 3P scenario of productivity, profitability, and prosperity. (3) Cost cutting isn’t forever, but productivity can be. (4) Revenue growth making a Rocky (Balboa) comeback. (5) While raw materials costs rise, labor costs remain subdued. (6) Good vs. bad deflation. (7) China tightens again.
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