US markets have roared back since the brief sell-off last year, with the current surge a whisker off all-time highs. This ebullience is surprising when one considers the maelstrom of negative developments that have bombarded the market over recent months.
Many macroeconomic indicators suggest that moderating economic growth is set to continue: freight activity, PMIs, retailer's same-store-sales, capital spending, semiconductor sales, oil demand and restaurant...
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