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03Sep 17

North Korean Risks

North Korea dramatically escalated tensions by testing a very powerful bomb today.  Experts are skeptical that it was a hydrogen bomb.  However, it is at least 10x more powerful than…

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14Mar 17

March Rate Hike and Fed Policy

The market now sees 3 rate hikes instead of 2 for for 2017.  We have had this position for some time in our previous forecasts. Regarding the pace of rate…

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