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Sign In(1) Analysts are no fun. (2) Widespread negativity lowers risk of negative surprises. (3) Was Q4 worse than Q3? (4) Lots of industries with record forward earnings. Many should be overweighted. (5) Still lots of new bank loans in China. (6) Chinese stocks highly correlated with commodity prices. (7) Why is the Nikkei tracking the Chinese benchmark so closely? (8) Lagarde is on guard about global growth, yet not so much about Europe.
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