(1) The recession memo. (2) Forward earnings moving higher again. (3) Employment gains suggest that smaller companies are especially profitable. (4) Last gasp before keeling over? (5) Is the US stock market a safe haven? (6) Mixed picture for Industrials. (7) Decoupling less likely as a result of globalization. (8) Nevertheless, US economy’s resilience is impressive. (9) Europe’s PMIs point to recession. (10) China’s PMIs are sweet and sour. (11) Brazil’s economy is no longer doing the samba.
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