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Tight labor market, rising inflation will push up rates.
Small firms join consumers in being most upbeat in 12 years.
German output rises, French business confidence improves.
Historically, Republican presidents have been more likely to face a U.S. recession.
Europe pushes back against including a capital floor in reforms.
Opinion: Even if 2017 would otherwise be a good year for Treasuries, foreigners' selling of bonds makes a rally highly unlikely.