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Sign In(1) Silver linings in dark clouds. (2) YRI Earned Income Proxy soared in June, especially adjusted for inflation. (3) Our proxy closely tracks actual earned income and consumer spending. (4) German manufacturers had a good May. (5) China’s NM-PMI had a good June led by property sector. (6) Japan’s Tankan isn’t tanking. (7) Q2 earnings estimates cut for 9 of 10 S&P 500 sectors during Q2.
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