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Bottom Line:  Whether or not the taper happens in September or December, financial market participants have already digested the news that quantitative easing in not forever.  For the most part, incoming data is now about timing the next milestone in the process of policy normalization, the first rate hike.  Expect policymakers to continue to push back on expectations that 2014 will bring a rate hike.  Indeed, it seems a lot has to go right in the data to make that happen.
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