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Sign In(1) The 60th panic attack. (2) The 60th relief rally. (3) Learning to live with slightly higher lowflation. (4) Inflation indicators mostly show mounting inflation pressures, or maybe not. (5) Liquidity is a fluid concept. (6) Combined balance sheets of Fed, ECB, and BOJ still expanding. (7) Chinese banks are flooding China with liquidity. (8) Flood of repatriated earnings heading back to US. (9) TCJA adding lots of bucks to earnings. (10) Watching out for inflation.
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