Also, note that social mood is profoundly negative despite the two-year equity rally. Put one and two together and it allows us to write our own negative story without any real knowledge of the facts. The fact that the story in question is a Japanese nuclear power plant -- really, how many of us know a thing about Japanese nuclear power plants? -- makes this perfect."
Macro Afternoon
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The BOJ meeting came and went without any surprises this afternoon, easing
concerns for Japanese stocks while Chinese issues continue to lift higher
desp...
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