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In the latest comments from a Fed official, Richard Fisher,president of the Federal Reserve Bank of Dallas, reiterated thatthe central bank will probably begin cutting back on its massivebond-buying stimulus next month, as long as economic datacontinues to improve.
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While Bashir's cynical calculation may have seemed an exaggerated Northern pipe dream four years ago, it may now be coming true given rising tribal tensions and violence in the South. Up to this point the Southern leaders had wisely used persuasion and negotiation, instead of political intrigue or repression, to address the grievances of regions and tribes in the South dissatisfied with the status quo. That is now changing. The tribal intrigue around the selection of the new ruling party chairman in South Sudan and Juba's military campaign against the Murle tribe is evidence of the unraveling of the balance of power among ethnic groups in the south.
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All this is to say that the emphasis on the taper by the Fed is puzzling if you only take into account what the central bank actually says, and compare it to the data the economy is actually recording.
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The funds mentioned above are unit trusts or their close cousins, Oeics (open-ended investment companies). Investment trusts offer an alternative. These funds can have similar holdings but they are set up as companies in their own right, with their own stock market price. Investment trusts can borrow to invest, which tends to exaggerate both gains and losses.
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