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Sign In(1) US MSCI continues to outperform. (2) Forward earnings still rising to record highs in US. (3) Emerging markets have the best revenues profile. (4) Eurozone earnings expectations freefalling for 2014 and 2015. (5) Same goes for UK. (6) Europe isn’t cheap anymore. (7) Japan’s “third arrow” sparks P/E-led rally. (8) EM forward earnings still flat-lining. (9) Industrial commodity prices diverging from oil price. (10) Flash PMIs are mixed. (11) US economy is upbeat. (12) Abe shows his third arrow.
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