Salient to Investors:

Douglas Swanson at JPMorgan Chase said Fed tapering is not going to happen too early, and on recent data, that’s a lot less likely to happen in 2013. Swanson said Bernanke has been consistent and more aggressive than the market anticipates.

Dan Greenhaus at BTIG said investors are not convinced there’s any reason to meaningfully sell off Treasuries as growth remains less than desirable.

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