Flash Consensus

(1) Macro hedge funds still playing “Abe spreads.” (2) Long Nikkei and short DAX. (3) Flash mob, flash crash, and flash consensus. (4) Getting the shakes about shaky global economy. (5) Pause more likely than correction or melt up. (6) Analysts raising revenue estimates, while companies lowering guidance. (7) Technicians see lots of bearish signs. (8) Health Care may be the cheapest defensive play left. (9) Have central bankers lost their groove? (10) No recovery in sight for Europe. (11) “42” (+ + +).