Driving the Global Economy

(1) Some positive surprises. (2) The weakness in industrial commodity prices may be misleading. (3) The end of the super-cycle already? (4) US business sales support 5% growth outlook for S&P 500 revenues. (5) Intermodal railcar loadings at record high. (6) Short-term business credit jumps to record high too. (7) Manufacturing expanding everywhere. (8) Global auto industry leading the pack. (9) Analysts turning more upbeat on global auto margins and earnings as investors boost valuation multiple. (10) “12 Years a Slave" (+ +).