(1) What was the “old mediocre?” (2) Another downward revision by the IMF for global growth. (3) Global economy is “fragile” and full of “uncertainty.” (4) “Slower, Longer.” (5) Focusing on what could go wrong. (6) The “stalling speed” risk. (7) Eurozone and Japan remain drags. (8) EME capital outflows story not so scary. (9) The IMF sort of endorses negative interest rates. (10) The new mediocre for S&P 500 revenues and earnings. (11) Profit margins looking toppy. (12) Ask Sisyphus about valuation.
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