I almost agree with what you said but the I believe we are in gray situation right now. Nothing is totally black or white now. If market rallies a lot, I sell and if market drops, I buy.
Yeah, good, old US of A likes to export more USD than to import. Nothing new here. This puts more pressure on yuan and when will finally this oil import bill be tackled ?
The important thing is, is GDP better than expected? GDP expected is 2.5, actual is 2.4. A 0.1 difference is not significant. What is significant is the Chicago PMI which was a positive surprise. Surprises move markets - theoretically.