(1) Lots of good explanations for secular stagnation. (2) Lots of good explanations for emerging global boom. (3) Looks like Rogoff was right, while Summers was wrong, about secular stagnation. (4) Time does heal lots of wounds. (5) Global M-PMIs strong. (6) German factory orders and Eurozone retail sales at record highs. (7) Forward revenues confirming strong global growth. (8) Global stock markets running with the bulls.
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