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This raises the question of why investors reacted sostrongly to all this confusion. Recent market behavior aroundthe world suggests an explanation: while Fed tapering was not initself a very important issue, Bernanke's comments acted as afinancial alarm bell, drawing attention to risks in the worldeconomy that were forgotten or ignored. When we hear a firealarm we naturally ask ourselves three questions: Is it a falsealarm? Is it a fire drill? Or is it a real fire - and if so,where?
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