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Outside of fiscal matters, Goldman Sachs note that "deterioration on the public health front and delays in vaccination programs could create some near-term weakness in data. Our Options-implied Positioning Indicator suggests sentiment is very bearish and at levels that typically result in a reversal (though our more medium term filtered CFTC indicator suggests such a reversal could prove temporary). The catalysts for a more sustained move higher in rates from current levels, in our view, will be the strong growth and inflation data that our economists expect in the second and third quarters."