(1) A happier outlook for all but Japan. (2) Eurozone’s recovery remains lackluster. (3) US growth set to increase. (4) Upbeat on India. Not so much on Brazil. (5) An economic scenario that will keep secular bull charging. (6) Three risks to worry about: Deflation, EM crisis, and Geopolitics. (7) CRB commodity index and world forward revenues are looking up. (8) Examining the internal corrections in S&P 500 IT and Healthcare sectors.
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