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Several Conservative MPs who want a looser relationship with the EU focused around trade and who have been briefed about the speech say they are "satisfied" with the thrust of what Mr Cameron is going to say.
BBC: New date for David Cameron speech on UK and the EU
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What this suggests to me is that investors are no longer satisfied with the minimal yields of money market funds and are growing more comfortable putting their money back into the capital markets.
FORBES: Sheepish Investors Flock To Bond Funds
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And secondly, is the White House satisfied with regulators in Congress and what they're doing to curb these bonuses?
WHITEHOUSE: Press Briefing