To me, context is about pattern recognition.

It's connecting the dots.

It's giving readers an ability to synthesize

a number of different perspectives

so they can understand how the greater whole works,

because nothing really occurs in isolation anymore.

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China is reflating through credit growth and the Fed has become a bit more dovish

and has served a week in the dollar a bit.

Clearly it wasn't the Fed intervention that was bringing. and has served a week in the dollar a bad

clearly it wasn't the Fed intervention that was bringing down

interest rates it was the

good global savings.

I don't think the Fed should just raise rates for the sake of raising them.

They certainly want to make sure that the steps that they take are

well justified.

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Good morning, I'm Michael McKee, along with Tom Keene.

It is 7 AM on Wall Street.

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