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The 4Q GDP report suggests momentum, but I imagine we’re all a bit hesitant because regulatory, tax, and fiscal policy don’t appear to be changing much. Anyway, here’s an analysis. Enjoy! 4Q GDP +3.2% | PCE ↑ | Investment ↑ | Housing↓| Government↓| Inventories ↑ | Net Exports ↑ 4Q GDP AHEAD OF […]
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