(1) Standing out. (2) The benefit of slower global growth. (3) US small business survey showing lots of cyclical highs. (4) Citigroup Economic Surprise Index positive in US. Not so much in G9. (5) JP Morgan global composite index confirming global growth. (6) OECD Leading Indicators especially weak in Japan and Germany. (7) Maersk sees shipping slowdown. (8) Lower fuel costs should benefit EMs.
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