(1) Amazon vs. UPS. (2) Drone delivery. (3) The New Industrial Revolution. (4) GE fixes an engine problem by changing software code. (5) Global boom in M-PMIs. (6) PMI diffusion indexes showing more strength than actual manufacturing data. (7) Three possible explanations. (8) Regional business surveys also strong on balance. (9) UK, US, and Japan leading the pack with euro zone and EMs trailing. (10) Focus on overweight-rated S&P 500 Industrials.
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