Links: 2013-07-10

The biggest piece of news here is in China where the trade data have rattled investors, leading them to believe that a big slowdown in growth is coming. I have already posted on this. I do want to highlight Europe where the news flow seems a bit downbeat, especially in the wake of the Italian downgrade by S&P. My view here is more sanguine as I keep pointing to second derivative numbers as a sign of imminent recovery. Nonetheless, the news flow is bad enough that I remain wary of getting too...

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