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Sign In(1) Flat world exports put a lid on S&P 500 revenues during H1. (2) Global PMIs suggest better growth ahead. (3) Latest US data also looking up. (4) Auto sales confirm “Second Recovery” scenario. (5) Intermodal railcar loadings and trucking index show an economy on the move. (6) PMIs looking especially good in UK, euro zone, and US. (7) Looking OK in China. (8) Not so good in India and Brazil. (9) Focus on overweight-rated S&P 500 Transportation.
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