(1) Tug of war. (2) Shrinking volume. (3) LTRO boosted bank bond buying. (4) The pain in Spain. (5) From soft patch to hard patch with quite a few potholes. (6) To bomb (the bomb) or not to bomb? That is the question. (7) SPR is debatable. (8) FSMI is climbing. (9) Is a hiring panic coming? (10) Not so durable recovery in durables? (11) Confidence rising in global economy. (12) Still overweighting Industrials.
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