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Introduction With each new slice of economic data the past few weeks, the bond market decided that the economy was getting softer and the potential for the Fed to start cutting rates was growing. Rates have been drifting down for the past few weeks. And then came today's unemployment numbers. The...
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Mid-Year Forecast Where will Treasury rates go? What about inflation/deflation? The dollar? The stock markets? Gold? We cover all this and more in this week's letter. I normally do an annual forecast at the beginning of each year. In conversations with a number of clients and readers, I've come...