(1) Mixing things up: Stir, don’t shake. (2) Trump’s yin and yang. (3) The secular bull market in bonds might have ended on July 8. (4) Don the Builder. (5) Globalization will survive. (6) Full employment setting stage for higher wage inflation. (7) Trump may need to place help-wanted ads in Mexico for construction workers. (8) The strong dollar and weak oil prices are disinflationary. (9) Faster demand growth could boost productivity. (10) Trump may be Fed’s BFF. (11) Less stagnation and more inflation ahead?
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