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Weaker dollar, fracking are among the factors reversing the deterioration in the U.S. trade balance, says Lord Abbett's Ezrati.
Implementing healthcare reform is likely to mean considerable uncertainty and disruption, says Lord Abbett's Milton Ezrati.
Possible solution could include tax reform and changes to entitlement programs, says Lord Abbett's Milton Ezrati.
Expiring tax break has dampened corporate demand for capital goods, says Lord Abbett's Milton Ezrati.
Time and an agreement on taxes may restore businesses animal spirits, says Lord Abbett's Milton Ezrati.
In the wake of the election, Washington seems likely to steer clear of the worst of the spending cuts and tax hikes, says Lord Abbett's Milton Ezrati.