While liquidity may provide temporary relief, only debt reduction--and a creditor haircut--will put Europe back on the road to growth, says TCW's Komal Sri-Kumar.
Lower unemployment claims, a convergence with ADP data trends, and milder seasonal adjustment factors could modestly boost July's BLS job data above consensus, say Morningstar's Bob Johnson and Vishnu Lekraj.
Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.