2010 Hot Markets: Accepting the ‘New Normal’

Government/federal and state ($6.185T, +13 percent; with $2.9B to print, -3 percent) will continue to print a record amount of currency at the Fed, and ink a long run of debt at all levels. The biggest outsource will be 2010 Census forms, badges, shirts, signs, billboards, doorknob hangers and mailers.