(1) Germany asks Greece: “Yes or no?” (2) They invented math. (3) Three reasons why Greece doesn’t matter, so far. (4) From nothing to fear to fearing nothing. (5) Eurozone stocks and bonds remain calm, except in Greece. (6) QE is coming to Eurozone. (7) Some stocks are relatively cheap in Eurozone compared to US. Some are not. (8) US stocks aren’t cheap, but they are cheaper than bonds. (9) Contrarians beware: Four times more bulls than bears. (10) Dovish FOMC minutes support one-and-done scenario for Fed rate hiking. (11) So does federal funds outlook implied by futures.
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