Interest rates have surprised in 2014. Ten-year Treasuries peaked on Jan. 3 (at 2.99%) and bottomed at 2.34% on Aug. 28.
A good year to go long: Through Sept. 10, this year ranks third highest since 1974 in terms of returns on 30-year U.S. Treasuries.
Index leaders: The latest flash Purchasing Managers' Index data highlights concerns around Germany's manufacturing sector. Output growth in August was the weakest since June 2013, and the index has fallen in five of eight months in 2014.
Looking ahead: Half of Germany's 10 largest export partners are expected to post average annual GDP growth below 2% through 2016. And while China's GDP number stands out, its pace of growth has been slowing, and is expected to continue to do so.