(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.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →