Salient to Investors:

Claire Chaves D’Oliveira at Groupama Asset Mgmt sees a risk of a mismatch between investor optimism and company earnings, and says companies have surprised today on the downside on very well-known macro situations, like an emerging-market slowdown, but analysts have not kept up.

Dagong Global Credit Rating downgraded US debt to A- from A and reiterated its negative outlook on the US government, saying it will struggle to avoid repeating the recent impasse over the debt limit.

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