Soggy

(1) Two days in Boston. (2) Time to set up a recession dashboard? (3) Wet blanket. (4) End of QE, soaring dollar, and widening high-yield spread may be equivalent to a couple of rate hikes. (5) Exports losing their mojo. (6) Trade and energy weighing on capital goods orders. (7) Regional business surveys suggest M-PMI might drop below 50.0. (8) Home sales are just alright. (9) Consumer confidence remains steady at cyclical high. (10) Fed likely to postpone liftoff again. (11) Is bad news still good news for stocks? (12) Earnings are missing their seasonal hook so far. (13) Focus on market-weight-rated S&P 500 Industrials.