(1) Bernanke’s spin on wacky seasonal pattern. (2) Stay or go? (3) Timing corrections is tricky. (4) BLS economists beg to differ. (5) Europeans get agitated in the spring, then go to the beach in August. (6) Triple top? (7) Still aiming for 1665 for S&P 500 by yearend. (8) Cyprus and Lehman are examples of “bailout burnout.” (9) Fiscal drag nicks US M-PMI. (10) EMs emerging more slowly. (11) Little Kim is having growing pains. (12) Q1 shows relatively broad bull market.
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