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Street is concerned about difficult balancing acts and maybe a policy for the federal reserve. >> neil: susan, its surprising the dow did fall if you can flip this around and say if this delays these packages or maybe prevents them from happening this year, that also delays the tax hikes that are very much a part of them. but thats not obviously what theyre looking at. >> yeah, theyre looking at the yield, which we saw above 1.5%, which is the highest weve seen in three months. thats indicative ...