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

Friday, July 15, 2011

Rosenberg Daily Soundbites

  • Remember — inflation’s a lagging indicator: The bump-up we are seeing now, as was the case in 2008, is reflecting a variety of factors that are now behind us such as an improvement in economic growth
  • U.S. debt ceiling issue: The message yesterday from the markets — stocks, bonds and the U.S. dollar — is that they are now paying much more attention to the debt ceiling issue than they were before
  • Overall retail sales were tepid but there are some bright spots

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