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The "slow down" is here, but the bond market is still hypertensive until it is seen that the liquidity is at hand, then I hope rates fall because the demand for money is going down, and down. The export story will likely get worse if the dollar's relative strength holds up, and it might. If that be true we will see exports fall like a stone. Any recovery is a long ways off, I think the ice age comes.
Oct 01 21:55 pm
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