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 Mgmt Meeting Takeaways for CMRX, HALO, NKTR,and ISIS 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? India: IP has another good month in February