(1) The consensus forecast. (2) No serious objections. (3) The IMF worries about deflation but doesn’t predict it. (4) Advice to Fed: Temper taper. (5) Advice to ECB: More liquidity. (6) Improving outlook. (7) Global production rising faster, led by advanced economies. (8) World MSCI revenues expected to grow 4%5%. (9) US economy strong enough for more tapering. (10) UK is best in class. (11) Japan might grow faster than IMF expects. (12) Subpar recovery for Eurozone. (13) Severe profit margin compression in emerging economies.
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