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"Year-over-year GDP growth of +2.9% should be the peak of the cycle for the USA," tweeted Keith McCullough this morning. "That's our call and we're sticking to it."

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I am not quite sure what HedgEye means by "cycle". I see higher year-over-year gains.

Draghi Blames the Weather


No Bubble in Wages

Peak Confidence in Government?

Officially Admitted Nonperforming Loans in China

What's the real story?

Mike "Mish" Shedlock