co co 'Oui SeqpnGog 4ueg apSinag Figure 801 List of DB US Equity Strategy It:search inxyg, Research Title S&P should finish the year in black but more red ahead for Energy Amazing margins, but mind the GAAP A structural slowing of industrials: Investing around this late cycle risk Don't pull the plug on Health Care Corporate debt and Bank EPS outlook Portfolio Health Advisory: Premature rotation into Energy & Industrials Window for 2015 liftoff slams shut Cut S&P 2015 end target to 2050 Debt certify showdowns: A new twist to the election cycle? Fed delays Less S&P upsde for 2015 Stocks will leave hike decision to the Fed, but doter likely gains either way First back to school assignment Stress test 2016 S&P EPS estimates Post correction: Better without the froth, but still real risks to monitor Further downside for global cycicals Stretching to hit numbers? GAAP vs non-GAAP S&P EPS spread widens Secular growth shines as acceleration hopes fade A chance to go away until Labor Day Another 'fish hook' earnings season The Hulk vs the Amazing Euro Hero: Has the Euro found bottom at $1.10? Got your 2H sector strategy ready> Consider Utilities over regional Banks Yellen keeps equities on bullish path Bullish d dollar and yields settle here Dear Fed, avoid 1994 by hiking in Sep IC themes to watch this summer S&P Ms record high on 18 trailing PE, PE will be sensitive to Treasury yields What if Fed relents on hikes for 2015) A little EPS upside, but more PE risk Ascent of S&P margins continues: 10%+ net margin survives Energy dip Jobs suggest Fed hikes, stronger S. low inflation. flatter curve still ahead Midway 10 earnings season update. Barely clearing a low bar Meet & Maintain is new Beat & Raise Resultaudes support $118 S&P EPS What to expect for 10 and guidance, Burden on 2H for up 2015 S&P EPS The many measures of S&P EPS Banks are the last cheap stocks left: But what if the yield curve goes flat> 2015's S&P 500 tug-of-war intensifi