(1) Economic Surprise Index is bullish. (2) Three risks. (3) More air coming out of earnings consensus. (4) Mullahs have lots of good reasons to be paranoid. (5) A major credit crunch for Iran. (6) Checkmate? (7) The Fed has set the stage for a fall in bond prices. (8) Globalization is behind the resilience of global economy. (9) Setback in Germany. (10) Focusing on Biotechnology, Paper Products, and Railroads.
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