(1) The bull is still charging ahead. (2) A short and shallow round trip. (3) Three corrections. Three relief rallies. (4) Economic Surprise Index rebounding. (5) Europeans still kicking the can, but at least it’s down the right road. (6) China’s indicators are stir-fried. (7) Brazil building infrastructure. (8) Doves vs. Hawks at the Fed. (9) Nothing to fear but one big cliff. (10) Q2 may be revised up, and Q3 is starting strong. (11) Everybody is chasing yield.
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