(1) Central bankers are less conservative, more progressive. (2) Giving the people more money. (3) Let’s have some austerity, but later. (4) The Fed’s “quantitative threshold” for jobless rate is 6.5% until further notice. (5) Draghi’s amazing verbal intervention is working amazingly well. (6) BOJ is giving Abe what he wants. (7) A more populist bull market. (8) Risk On/Off is the wrong model. (9) Health Care leading the way. (10) Asset Managers are also leading. (11) Transports are bullish on global economy. (12) “Zero Dark Thirty” (+ + +).
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