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Sign In(1) Staying ahead of the pack in the technology race. (2) More frequent mentions of trade concerns in Fed’s Beige Books since early this year. (3) Trade also mentioned as a worry in June ISM report, yet M-PMI remained strong. (4) Same old story: Industry analysts raising estimates for 2018 and 2019 S&P 500 revenues. (5) Outperforming SmallCaps: Not just more immune to trade; revenues and earnings outlooks are strong too. (6) US leading MSCI forward revenues recovery since early 2016. (7) EMU and Japan have been catching up since 2017, but are still lagging.
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