Spot The Odd One Out

Sustainable?

oh and Japan, and South Korea, and France, and Spain...

But even with a PMI beat in the US, macro is still sliding (though cognitively noone wants to discuss what is missing expectations)...

But equity markets don't care... all that matters was that the Fed began to lose control so in May, the BoJ stepped in and lifted equities away from reality just a little more...

Charts: Bloomberg