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Sign In(1) US is hot. Europe is not. (2) Germany’s indicators are falling. (3) US flash M-PMI strong and could be bearish for P/Es of cyclical sectors, or not. (4) Valuation multiples more likely to move sideways for cyclicals, which could be driven higher by earnings. (5) Global oil demand at record high, but growth is decelerating. (6) Both OECD and non-OECD oil demand growth rates slowing. (7) Demand/supply ratio for crude oil has turned bearish lately. (8) Focus on underweight-rated S&P 500 Energy.
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