(1) The questionable recovery question. (2) Will April be the cruelest month? (3) Unseasonable weather distorting economic data? (4) Counting on pent-up demand. (5) Three risks. (6) Inflation is lurking in Asian labor costs and in US TIPS. (7) The yield curve is untwisting. (8) Risk-On, for a while longer. (9) Impressive resilience in global manufacturing. (10) Weekly consumer confidence rising faster than pump price.
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