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Sign In(1) Stay Home vs Go Global update. (2) Tactical opportunities abroad. (3) Not venturing too far. (4) US stocks are expensive, but they have better-looking revenues, earnings, and margins. (5) PMIs of emerging economies holding up well, but it would take rebounding commodity prices to warrant overweighting their shares. (6) Lots of woes in Europe, as Trump escalates trade war with the region. (7) Bad sentiment and orders. (8) German auto output may be bottoming. (9) Euro is down, which is good for exporters. (10) ECB ready and willing to fund MMT in Germany.
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