(1) What's next: more new highs or yet another panic attack? (2) Geopolitics getting more attention. (3) Jerome Powell is on standby to respond to China, Iran, or any other crisis. (4) Mario Draghi wants to help too. (5) Still traumatized by Trauma of 2008. (6) A list of 63 panic attacks. (7) New stock market highs despite inverting yield curve. (8) LEI stalls at record high. (9) CEI signaling slower GDP growth, not recession. (10) The Fed's word game. (11) "Patient" and "transient" are out, while "appropriate" is in. (12) July rate cut not a sure thing.
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