“Environment remains supportive for DM equities – sufficient support for next leg up – we expect US growth to accelerate to trend or even beyond in early 2014 – despite this, our US team continues to expect Fed to remain quite accommodative, with the gradual tapering of the fiscal stimulus to commence in March of next year, accompanied by strengthened forward guidance and a lower unemployment threshold of 6%, and no rate hikes until 2016.” (Goldman Sachs)
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