Summary – What to Watch for - Gov’t spending/investment -----> Less fiscal drag - Export growth -----> Dollar is competitive - Full-time job gains -----> Higher pay? - Business investment -----> Uneven, pent-up demand - Housing -----> Will recent slowdown last? - 2-yr UST yields -----> Fed’s policy path - Global -----> Geopolitical developments - Asset markets -----> Low volatility unlikely to last 37
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