Decent earnings news, a conciliatory Fed, and better-than-expected retail data boosted markets this week, but China and housing data remain troubling.
Demand Data for Homes and Factory Goods on Tap -- Data Week Ahead
UPDATE: Spring Cleaning? Toss homebuilders
Those expecting a quick weather-related rebound in the economy may need to cool their enthusiasm.
Will they ever stop springing up?
We are concerned about a slow start to U.S. light-vehicle sales this year, but we expect improvement once the cold abates.
Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.
What this recovery has lacked in robustness it may make up for in longevity.
Slower long-term growth in China is probably an economic reality.
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