(1) The Federal Open Mouth Committee. (2) Leaders and laggards in yesterday’s rally. (3) Staying sector-neutral for now. (4) Draghi is ready. (5) An August rally scenario following backing and filling in June and July. (6) Muddling along in the US economy. (7) Earnings season ahead. (8) Waiting for downward European guidance and positive surprises elsewhere. (9) European leaders won’t let crisis get in the way of their August vacations. (10) Romney rally. (11) Walker rally. (12) Yellen rally.
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