(1) Stock market looks great ytd. Not so great y/y. (2) Despite record volumes, trucking industry tapping on the brakes as trade war hits spot freight market. (3) Lots of challenges for auto industry. (4) Tech stocks doing relatively well. (5) A bottom in world semiconductor sales? (6) The US capital markets remain wide open for business. (7) A big year for IPOs. (8) No credit crunch in the bond market.
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