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Sign In(1) Long trip to Boston. (2) Like the weather, the stock market is volatile this summer. (3) More nervousness about recession scenario. (4) Credit crunches cause recessions. (5) Is the Fed listening to the yield curve, Trump, or both? (6) Sentiment remains bullish on balance. (7) TINA, FOMO, and FONIR. (8) Trump has NIRP envy. (9) NIRP not doing much to revive Eurozone and Japan. (10) US bond yields tethered to yields in Germany and Japan.
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