Salient to Investors:
Jeremy Lawson at BNP Paribas said the outlook in emerging markets is stronger than in Europe, and that’s where we would expect to see export growth.
JPMorgan Chase expect Q3 GDP at a 2.8 percent annual rate.
Scott Brown at Raymond James said job destruction has been trending very low, but the problem is relatively weak job creation.
Jay Bryson at Wells Fargo Securities said the strength in exports is a surprise but won’t last given very, very slow growth in Europe and very slow growth in China by their standards.