(1) The rules of the game. (2) Mark to Markit. (3) Flashy and not-so-flashy M-PMIs of the month. (4) Accentuating the positives again. (5) Blaming the moon and the weather. (6) Regional surveys remained frozen. (7) Quick roundtrip for P/Es. (8) Melt-up is still on the table. (9) Discount traders are back in size. (10) A shortage of stock. (11) EMs are cheap, but may continue to underperform as they have since mid-2011. (12) “The Monuments Men” (- - -).
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