(1) Bullishness too high and volatility too low. (2) Same old reasons for staying bullish. (3) Earnings are earning their keep. (4) King Kong vs. the Bull. (5) Bulls don’t die of broken hearts. Recessions kill them. (6) Three risks to the bull market: reflation, melt-up, and oil spike. (7) Commodity price index confirming slow global growth. (8) PBOC gives some relief to selected banks. (9) Chinese imports are weak. (10) Will Japan’s Q1 lift be temporary? (11) Eurozone recovery muddles along.
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