Our method - an ongoing search for any major flaw to market-crowd view. Here are anchors set earlier as a result of that exercise: US vigor into year end will exceed expectations (nothing spectacular naturally). / Growth in China to be stronger than expected. There will be no hard landing / Japan’s resuscitation will continue to blow through estimates, this despite a firm yen.
Wild cards: Regional armed conflict, Middle East (Iran - Saudi) / EU meltdown.
Robert Craven
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