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GDPNow model from Atlanta Fed helps dollar bulls justify money-losing trades.
A bit of advice on Treasury holdings from an investor with a hot hand.
Decline reflects pullback by money-market funds amid low rates.
Rates recent ascent may foreshadow a Fed hike later this year.
FOMC minutes leave open option of tightening later this year.
Currency impacts expected to total $14 billion this year for the retailer.