(1) From dynamo to drag. (2) Export orders down in China and US. (3) Big dive in US M-PMI new orders. (4) Industrial commodity prices are down ytd. (5) Europe is in a recession. (6) No recession in consensus earnings estimates for S&P 500. (7) Analysts no longer cutting profit margin forecasts. (8) Is latest European Grand Plan unraveling already? (9) Happy Fourth of July!
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