- ISM service index up 1.1 to 54.5 (ISM)
- BLS JOLTs report (BLS)
- Dude -- where's my yield (BB Gadfly)
- What do buybacks really tell us (A Wealth of Common Sense)
- Are profits important to returns? (AWCS)
- The market is still extended (bespoke)
- Did the 1936 fiscal stimulus help the economy? (The Money Illusion)
- Slower labor market growth ahead? (The Captive Spectator)
- Germany having problems (NYT)
- Panama papers impact growing (NYT)
- Australia AIG manufacturing index rises to 58.1 (AIG)
- Australia AIG service index drops to 49.5 (AIG)
- Fed President Evans Speech (Chicago Fed)
JOLTS quits and hires