(1) Bullish contrary indicators from Davos and Barron’s. (2) Despite the bad press, Globalization is working. (3) Upbeat signals from US claims, European PMIs, Professor Copper, and Italian yields. (4) The prime minister’s speech. (5) Iran again. (6) The calm before another storm? (7) Another Greek deal. (8) Reversals of fortune. (9) US oil rig count is soaring. (10) Focus on Industrials. (11) “A Separation” (+ +).
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