(1) The other side of the pond. (2) Thinking about the downside in London. (3) Seven trouble spots. (4) Tapering could be troublesome for housing and EMEs. (5) Central bankers fighting deflation, which isn’t all bad. (6) More mischief from Washington? (7) If Obamacare is so depressing, why is confidence rising? (8) Europe’s hard data still looks soft. (9) Is Abenomics losing its mojo? (10) Geopolitical risk is always out there somewhere. (11) Too many underinvested bulls?
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