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Obama wants the government to play a more limited and targeted role in supporting the mortgage market, according to an administration official, one in which private capital must be wiped out before the federal government provides any “catastrophic guarantee.”
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The country's top economic official, Premier Li Keqiang, was quoted Tuesday by Chinese newspapers affirming the Communist Party's growth target of 7.5 percent this year. He said the "bottom line" for growth was 7 percent, prompting hopes among investors for at least a limited stimulus.
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Wall Street is much less nervous than Main Street about thepossibility of a default - at this moment. But if you need topreserve principal and you're relying upon your portfolio forincome, it's important to watch the CBOE VIX Index, a gauge ofdaily stock volatility, to see how the markets are reacting toWashington.
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The Bank of England will also be watching house pricesclosely. Governor Mark Carney sounded fairly relaxed aboutproperty inflation when he gave his first press conference lastweek, but the bank's commitment to keep rates at record low iscontingent on inflation expectations and financial stabilityremaining anchored.
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