Game of Thrones

(1) Low-intensity vs. high-intensity crises. (2) Putin’s latest gambit aimed at provoking Israel to attack Iran? (3) Will the Iranian deal bomb or lead to a bomb? (4) The Prime Minister’s existential speech. (5) Eurozone is back in fashion. (6) Cheaper for a reason? (7) Will the fundamentals improve enough to boost earnings? (8) Several upbeat indicators in the Eurozone. (9) Most Eurozone sectors are cheaper than in the US. (10) Ice patch or soft patch? Business surveys were very weak in the US last month. (11) “Leviathan” (+ + +).