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Sign In(1) Top down and bottom up lead to same conclusion. (2) Industrial commodity prices firming. (3) Growth in global crude oil demand slowing, especially among EMs. (4) Europe’s soft data stronger than hard data. (5) Auto recovery just starting in Europe. (6) China paying the price for too much capacity. (7) Another setback for Abenomics in exports. (8) Housing and auto recoveries stalling, according to railcar loadings. (9) Focus on underweight-rated S&P 500 Energy.
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