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Decline reflects pullback by money-market funds amid low rates.
Rates recent ascent may foreshadow a Fed hike later this year.
FOMC minutes leave open option of tightening later this year.
Currency impacts expected to total $14 billion this year for the retailer.
Bond-market crash has Wall Street divided on what's coming next.
Nobel winner's math suggests S&P 500 is far over-valued; his adherents blame quantitative easing for the imbalance.
