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Taper talk will pervade market discussions in the new week, even as August's jobs "shocker" all but ruled out an unveil at this month's Fed meeting. In the US, the debate can now be summarized as "Will it be November or December?" The answer obviously hinges on September payrolls (due October 8) and how the inflation data evolves between now and the November meeting. Policymakers have conceded that the "substantial further progress" threshold is met on the inflation side of the mandate, so the
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