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September 01, 2020 10:18am
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U.S. Data

Karim writes: Brief and delayed recap: Looks like Goldilocks is officially here. 4% GDP gwth and 0% core inflation. Agreed, remains a good market for stocks apart from looming shocks from Europe and elsewhere that could do a lot of damage. Tax hikes can do damage but they are off in the future for now. I describe 4% [...]
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