(1) A global soft patch, or something worse? (2) Still counting on a “peace dividend” and on a global productivity boom. (3) Neither boom nor bust in April global PMIs. (4) No recession in commodity prices or in global forward revenues. (5) US transportation indicators may be slowing, or stalling at record highs. (6) Is the US trucking industry downshifting? (7) The Q1 earnings recession has been called off.
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