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The Fed Still Follows The Market on Rates

We need to put to bed once and for all the notion the Fed is ahead of things and set rates to lead the market. It simply follows the market’s lead…..

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Economies Drive Markets

Some of Davidson’s best work….

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Private GDP Continues It’s Rise

GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction begins. It’ll be the first time we’ve seen 3% plus growth for three consecutive quarters since before the financial crisis.