(1) Breaking bad. (2) Central bank liquidity is the drug of choice. (3) Updating the “insanity trade.” (4) Global stocks move higher as commodity prices move lower. (5) Japan’s CPI and industrial production disappoint. (6) Draghi steps on the accelerator of an accelerating Eurozone economy. (7) Bad news out of China. (8) PBOC eases mortgage terms and remains vigilant about deflation. (9) US stocks marking time while waiting for Fed to do something, nothing, or not much. (10) S&P 500 forward earnings rising again.
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