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Long-term interest rates needed to be lower than growth in the euro zone from 2010 Global Data Watch Commodities Comment：“Sell in May” – strong seasonal effect in metals seems to have faded Thoughts Into the First Two Weeks of Internet Earnings; Focus on NFLX, FB, GOOG Share price and fundamentals diverging; downgrade to UW Markets Overvie March Trade - Seasonal rebound in copper and iron ore imports, but metal exports soften Expecting Inline C1Q on Solid Memory Spend; C2Q Also Driven by Memory with Foundry / Logic More Subdued - Top Pick: LRCX Have the reasons why corporate investment recovered in the United States after 2009 and not in the euro zone been corrected? Weak economies in emerging countries:Good or bad news for OECD countries?