(1) Consumers and stock investors are exuberant. (2) Big divergence in sector performances. (3) Another relief rally to record highs. (4) Carter handed Reagan hard-to-clean mess, while Obama’s messes might be cleaned up faster. (5) GDP and retail sales at record highs. (6) Rising mortgage rates should boost buy-inadvance housing sales. (7) Consumer Optimism Index at cyclical high. (8) Profits recovering from Energy-led recession. (9) The half-full Monte. (10) Arrivederci, Renzi? (11) Italy’s bail-in problem. (12) The ECB is ready to help as best it can.
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