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Leuthold’s Jim Paulsen on what has shifted investor sentiment since March

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Markets will be paying close attention to the latest read on personal income data, which id due out Friday morning before the bell. Jim Paulsen, chief investment strategist at the Leuthold Group, joined “Squawk Box” on Friday to discuss why he says he’s been struck by how much investor sentiment has shifted from March to June, driven in large part by the 10-year yield.

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