(1) No soft patch this summer. (2) Seasonal factors could be exaggerating strength. (3) Credibility of Endgame scenario has ended. (4) Resilience of economy is feeding on itself. (5) Central bankers’ forward guidance is working. (6) More green shoots. (7) A tour of world PMIs is upbeat for company revenues. (8) Another happy Earnings Tuesday. (9) There may be more upside for profit margins and revenue growth.
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