Having occupied the outer limbs of a very tall tree for some time with my prediction that the economy would turn in the second half, it was with great relief that I read this excerpt from a JPMorgan Chase report on Across the Curve.

I would like to steal the whole thing from John but that wouldn’t be kosher so you’ll have to follow the link. Just to whet your appetitie, they call for GDP growth in the fourth quarter of 4% and 3.6% for 2010. That’s pretty agressive.