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Friday, December 9, 2011

global GDP growth

Dupont is confirming the slower global GDP growth.  DD guided down to 3.87-3.95. Current analyst expectation are 4.03. Approximately a 4% decline.

Not horrible, but not great either.  IMO, this confirms a slower global GDP growth, as highlighted weeks ago.

The market has a lot of this priced in, but its not something we like to actually see.

Although a keep point, DD said agriculture/food biz was still strong.

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