1. The Morgan Stanley Europe economic surprise index is at a 16 month high...
...despite a 'something for everyone' Markit composite PMI report:
2. And the other surprise in Europe is that after a huge amount of wailing and gnashing of teeth there is a deal for Greece...basically a 4 month kicking the can down the road.
3. Elsewhere I take a look at the Deere numbers and conclude they say something about the economy
4. Meanwhile the Danone opportunity in Africa captures my interest