With quarter end now behind us,
I am watching for signs of:
The gold bubble bursting
Equity sell off after quarter end window dressing
Crude leveling off after quarter end window dressing
Dollar strength with lingering Eurozone problems and global concern about losing US market share
Post clunker and post first time home buyer credits softening those series
BMA and rates curves flattening
Accelerating M and A
More political unrest as real terms of trade continue to deteriorate
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