Surveillance: Earnings Story with Wilson
Bloomberg Surveillance
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Commodity EM: The Impact of a Strong Dollar on Commodities
The Fed is going to probably sound pretty hawkish today, even though they've done a good job on Fed days. A lot of it's probably priced in and the markets are braced for it. But there will be an opportunity, I would bet in the next couple quarters, to really start getting a long duration. Kona Hake joins us now, head of research at EDNF man and is just brilliant on the soft something we don't talk enough about.
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