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Sign In(1) Animal spirits remain elevated following Trump’s Election Day upset. (2) Hard data on earnings are bullish for stocks, while other hard data are mixed. (3) CEOs are ecstatic. (4) Small business owners are euphoric. (5) Purchasing managers are upbeat. (6) Consumer optimism and our Boom-Bust Barometer are boosting our Weekly Leading index, which is bullish for stocks. (7) Weird Q1 weakness in GDP showing up again. (8) Truckers have the pedal to the metal. (9) Widening trade deficit may offset some of Trump’s fiscal stimulus.
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