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Sign In(1) Downward revisions for global and US growth. (2) Economic Surprise Index deep in negative territory. (3) Valuation multiple down, but not out. (4) IMF global forecast jibes with our S&P 500 revenues forecast. (5) A good proxy for revenues is up 5%. (6) Retail sales are down, and up. (7) The IMF’s assumptions. (8) German Constitutional Court has a date. (9) China is building more trains again.
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