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  • So it looks like MTD net deficit is 111,078 (Adjusting for Treasury sales/redemptions) so that looks like the approx 110B/mo. of NFA provided that has been average over last last year or two, but the external deficit has now reached about 50B/mo (was 40B or less for a long time)???.stocks are weak this month but looks like bonds are a bit stronger.
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