(1) Lots of global angst. (2) The 4Ds (Demography, Debt, Disruption, and Deflation) all weighing on global growth. (3) Industry analysts haven’t gotten the recession memo. (4) Global trade indicators still on uptrends. (5) Powell is right about the global economy. (6) Blame China for Europe’s weakness, or Uber? (7) Japan is in a soft patch. (8) In US, trucks and trains are cruising along just fine, and existing homes are selling well again. (9) The services sector is also fine in the US, and overseas too.
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