Bond World Sees ‘Live’ September for Fed, But It’s September ’17
http://www.bloomberg.com/news/articles/2016-07-30/bond-world-sees-live-september-for-fed-but-it-s-september-17
http://www.bloomberg.com/news/articles/2016-07-30/bond-world-sees-live-september-for-fed-but-it-s-september-17
http://www.bloomberg.com/news/articles/2016-07-29/apple-s-embrace-by-bond-market-prompts-calls-for-sanity-check
http://www.foxbusiness.com/markets/2016/07/29/italian-irish-spanish-banks-perform-poorly-on-european-banking-stress-test.html
http://www.reuters.com/article/us-global-economy-weekahead-idUSKCN1091TT
http://www.reuters.com/article/us-usa-stocks-weekahead-idUSKCN1092MO
http://www.foxbusiness.com/markets/2016/07/29/what-happened-to-business-investment-in-2q.html
http://www.bloomberg.com/news/articles/2016-07-29/are-those-safe-haven-assets-safe-anymore
http://www.reuters.com/article/us-eu-turkey-juncker-idUSKCN10A0GK?il=0
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Our themes have not changed. We continue to believe and have been proven correct that earnings growth is poor, sales growth is poor and the economy is blah! 1.2% ain’t going to do nothing for no one! We continue to believe the maniacal central banks will continue to leave rates at 0% or below, go…