China’s pullback from and trade war with the US, Germany’s rebound and the EM currency slide

Today's daily will be a bit different, sort of a links post with a potpourri of different topics hitting the news. So far, earnings season has been relatively good, with Goldman's worries about volatility not being a big consideration. My understanding is that this is the second quarter in a row with +20% earnings growth. And that's the best since 2010, when the US economy was climbing out of a deep recession.

This Goldilocks period for the US looks set to continue. And I am keen to see what th...


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