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EARNINGS AT RECORD HIGH IN Q2

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: Q2 Earnings set to hit record high as Tech, Healthcare, and Fins beat estimates. Dallas Fed Index ticked higher, but that was before the Hurricane. Italian confidence turns higher. SECOND QUARTER EARNINGS AT RECORD HIGH: With...

BRAZIL BONDS ARE WORLD’S CHEAPEST

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: Brazil macro picture continues to brighten, but we prefer Brazil debt over equity. Chicago Fed National Activity Index flipped back into negative territory. S. Tax Receipts off to slow start in August, down -5% Y/Y. MACRO DATA...

DESPITE EPS BEATS, ESTIMATES TICK LOWER

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: 70% of the S&P beat Q2 estimates, but future estimates tick lower. Japan GDP increased +1.0% Q/Q in Q2-highest in over two years. China economic data increased but slowed on Y/Y basis in July. EU Industrial Production down...

HEALTH CARE, TECH, AND FINS LEAD Q2 EPS

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: S&P 500 Fully Valued as we approach 2500. German Industrial Production slipped for the first time in six months in June. Japan’s Leading Index (106.3) at the highest level in over 3 years in June. HEALTH CARE, TECH, AND...

LACK OF INTEREST IN PERSONAL INCOME

FAST FACTS ABOUT TODAY’S ECONOMIC DATA: Personal Income continues to trend lower, as interest income falls. Wages and Salaries have slowed for four consecutive months … hmm. ISM Manufacturing slows, but remains at robust levels. EU GDP at best pace in 6 years....
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