The market thinks the U.S. economy will be stronger than they thought a few months ago. That's been the big surprise.
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The entire movement in yield has been accounted for by a change in inflation expectations.
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You can literally do anything from any room in the house or any location in the world.
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Most people really don't know we're here. But come fall, we'll have a regular meeting place and we'll make sure the times we meet on a regular basis are well-known.
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