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SOM Macro Commentary: After The Rally, S&P Still Looks Cheap If Earnings Growth Continues

SOM Macro Commentary: Plenty of Excess "COVID" Savings Left To Support Higher Spending

SOM MACRO Commentary: Freddie Mac's Closed-End Seconds Program--Unlocking $2.5 Trillion of HE For Consumption

SOM: The Future of The Eurozone After Collapse of German Trade Engine: Sell Euros