(1) The Russians are coming, maybe. (2) El-Erian warns about geopolitical risks. (3) Hilsenrath offers calming spin on Yellenomics. (4) Lots of flashy M-PMIs. (5) Putting a positive spin on China’s weakening MPMI. (6) Round 2 for Abenomics? (7) Has the good news been discounted in the Eurozone? (8) China has an IT bubble. (9) Japan’s stock sectors waiting for the next leg up, or down. (10) US S&P 500/400/600 forward earnings are global standouts.
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