(1) Still looks like a solid global synchronized boom. (2) The world’s economies are too interdependent for protectionism to prevail. (3) Good growth in global trade stats. (4) Lots of upbeat M-PMIs in March around the world. (5) Forward revenues of All Country World MSCI rising rapidly in record-high territory, led by the US. (6) Net Revenues Revisions Indexes remain positive, with lots of the upward revisions in the US. (7) Is Trump bullish or bearish for the stock market?
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