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Surveillance: Soft vs Hard Landing

Bloomberg Surveillance

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What's the Humility to Scanning Every Tea Leaf?

The Fed is also looking internationally and they're looking at the trends there both with regard to economic growth and inflation. People don't quite trust those data, so when we turn our attention back to the US, you know it's our employment data. And I think about what I worry about most right now in terms of too much instant analysis would be the company reports.

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