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Sign InCheck out the accompanying pdf and chart collection. (1) Commodity price indexes at or near record highs. (2) Metals prices are mostly still red hot. (3) Easy money can explain high commodity prices and low bond yields. (4) Rising commodity prices tend to boost S&P 500 revenues and earnings. (5) Earnings Confidence Index is making a comeback. (6) Regional business surveys still finding strong growth and plenty of inflationary pressures. (7) More upside in leading indicators. (8) LEI/CEI ratio tracks S&P 500 profit margin.
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