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

Thursday, July 15, 2010

Rosenberg Daily - Rate hike?

The most important nugget in the June 23 FOMC minutes were the revisions to the unemployment and inflation rates. These forecasts all but guarantee that the Fed will not touch rates for a long, long time (years) and this will be fodder for a huge bull flattening in the yield curve...
---Rosenberg, 7/15

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