(1) Europhiles in Boston. (2) Is “Stay Home” too consensus? (3) ECB ready to do more of whatever it takes. (4) Bundesbank’s hawk cooing like a dove. (5) Eurozone’s forward revenues and earnings still falling. (6) From momentum stocks to mature ones. (7) Fed lets more banks pay more dividends. (8) Investors rotating into Systems Software and Semiconductors. (9) Focus on overweight-rated S&P 500 Financials.
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