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Clearer signs of precautionary stockpilling.
Probably providing a false read on services inflation.
Net trade on track for a big drag on headline GDP growth in Q1.
Encouraging signs, but an unreliable guide to the hard data.
Much weaker GDP growth of about 2% now looks likely in Q4
Trade's contribution to Q4 GDP growth probably significant but not enormous.
Still an unreliable guide to services spending.
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