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Gold trade and pre-tariff stockpiling are distorting the numbers.
Equipment investment likely to remain anemic at best.
Net trade set to drag heavily on growth amid a pre-tariff surge in imports.
Stronger growth in underlying orders unlikely to last much longer.
Net trade and inventories likely dragged heavily on Q4 GDP growth.
Aircraft likely drove a plunge in equipment investment in Q4.
Import stockpiling likely to resume; equipment investment probably weak again in Q4.
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