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Sign In(1) Employment gains support “Second Recovery” scenario. (2) Upward revisions are meaningful. (3) ADP back on track. (4) Earned income at record high. (5) Consumer Optimism Index at new cyclical high. (6) Monster is comforting. (7) Consumer Discretionary should continue to outperform. (8) Despite poor earnings season, S&P 500 forward earnings remains at record high.
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