MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
Macro Voices
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Copper Gold Ratio Chart - Is There a Normal Pattern?
i don't think we're prety much, anywhere near close to of the bottom of the p m i cycle. Inflation tends to bring higher interest rates. We also see these kind of negative feedback loops where if you have a big coupling between the federal reserve policy and then policies from other major central banks that leads to dollar tightening. And so for example, the recent dollar strength we've seen is less about the dollar specifically.
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