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US Bull, China Bear
Moody's Talks - Inside Economics
The Glass Half Full
The Fed is being very patient with First Republic. The fact that they're not panicking and are not doing anything dramatic there tells us that they think the worst is over. But our view is again, once you'd never say it's 100% certain, but we would say more likely than not, whether it's 60 or 70% that the Worst is over.
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