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Sign In(1) Slowdown chatter picking up. (2) Diffusion indexes are cyclical and trendless. (3) Global PMI remains on solid ground. (4) CRB index, especially its metals component, confirming global strength. (5) Oil price remarkably strong despite lots of oil supplies, suggesting global demand is strong. (6) All Country World MSCI forward revenues setting records. (7) Phillips curve is flat on its back. (8) Price disinflation keeping a lid on wage inflation. (9) Wage gains continue to outpace price increases. So real wages are at a record high.
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