Happy Homeland

(1) Bittersweet ending. (2) Tiny taper ahead? (3) Low inflation won’t be a taper-killer if it helps keep yields down. (4) Productivity driving inflation lower and profit margins higher. (5) Hot coincident indicators. (6) Whatever is the matter with Washington may matter less. (7) Happy Eurozone PMIs again, but banks aren’t lending. (8) Abe should be thankful for latest Tankan survey. (9) A warning about profit warnings. (10) Forward earnings at another record high. (11) Focus on overweight-rated S&P 500 Information Technology.