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Notes to myself, possibly of interest to others.
-- Bill Northlich

Tuesday, June 7, 2011

Rosenberg Daily Soundbites

  • Global equity markets are rebounding moderately and bond yields backing up a bit; the markets are coming around to the view that the government polices that helped propel the rally are now drawing to a close and perhaps heading into reverse
  • It’s amazing how so many pundits are still on the inflation bandwagon.
  • Bank shares under pressure
  • Jobs data to get worse: The mentality of the economics community was on full display in yesterday’s USA Today
  • The more I look at the details of last Friday’s U.S. jobs report, the more disturbing it is

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