(1) The answer is blowing in the wind. (2) April data should be less seasonally distorted. (3) Another strong employment indicator. (4) Purchasing managers are a happy lot these days in the US. (5) Construction remains in the storm cellar. (6) China’s purchasing managers are also upbeat. (7) Winners and losers in China’s neighborhood. (8) Lots of reasons to sell, but are they good ones?
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