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What The Fed Said

MRKT Matrix

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The Risk of Deposit Flight

The yield curve is likely to uninvert, which would suggest that a rate cut is coming. The banks are already broadly trading below book value; it's something to start thinking about. Qualcomm miss last night and weakness in the handsets market can't bode well for Apple. Carter: There's no love loss between Qualcomm and Apple but I don't think Apple divulges who they're.

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