(1) Which team are you on? (2) Cover bull. (3) Ideal scenario for stocks. (4) Fall in the fall? (5) Q3 earnings season could be challenging for financial and global companies. (6) Another soft patch ahead. (7) Another fiscal fistfight ahead. (8) Taper Lite and more Yellen ahead. (9) German court to rule on OMT soon. (10) Euro zone’s weak production doesn’t jibe with region’s strong M-PMI. (11) Commodity prices yet to confirm rally in EME stocks. (12) Syria deal could be a big deal if it is serious. (13) It all adds up to neither boom nor bust, which is good for stocks. (14) Focus on market-weight-rated Consumer Discretionary Retailers.
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