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Will Fundamentals Improve Fast Enough to Keep Up with Markets This Week? [View article]
What are the implications of failure to increase jobs, not transfer payments? Increase consumption, not inventory cycle replenishment. When will residential fixed investment move up, not down? And trade: when will exports rise? Only government spending has risen consistently - that moves a few things, but nothing lasting.
The lack of employment is the key , the rest of it is just noise, misinformation and damned lies.
What are the probabilities of a gain in jobs? Not clear, but likely long time coming.
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