»» Most equity markets pulled back meaningfully with the exception of Asian indices. The sell-off accelerated following Friday’s lackluster U.S. employment data.
»» Investors should keep an eye on Germany. It has succumbed to Eurozone headwinds. (page 2)
»» The U.S. jobs report shouldn’t be a big surprise—it resembles many others in this recovery cycle. The problem is America is climbing out of a much deeper canyon than before. (page 3)
»» Global Roundup: Updates from the U.S., Canada, Europe, and Asia. (pages 3-4)
Click Here to read the complete analysis
