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Sign In(1) Yellen waves her magic wand again. (2) Fed’s tightening will be below normal. (3) Kansas City discussions focused on secular bull. (4) Secular stagnation is bullish. (5) Kicking the can down the road beats the alternatives. (6) So what could go wrong? (7) Tightening tantrum ahead? (8) Contrary indicator: the front cover of The Economist. (9) Updating the long expansion story. (10) Wage inflation may be heating up finally, but is that inflationary?
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