FOMC


  • Eurodollars and Treasuries ready to re-price mid-'15 lift-off

  • 6 years is enough

  • Taper-tantrum to successful policy-path guidance

  • Pricing-patient Fed

  • Bears remain in control

  • Fed saw weak Eurozone as potential issue

  • The waiting is over

  • It is not when but how much that is key to future Fed policy

  • Will CPI drop give Fed reprieve?

  • Yen/dollar may have most at stake

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