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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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