Behind the Markets Podcast: David Zervos
Behind the Markets Podcast
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The Dollar and the Fed's Tightening in the US
Dollar strength was all last year that was the trade the em weakness even I think that caught the commodity guys off there were a lot of people calling for big moves and oil and then oils back down at you know 70 bucks kind of making a lot of commodity guys upset. There's going to be a bias to weakness in the dollar and a bias toward spikes and commodities as people try to assess when the fed is done and when the fed can kind of take its foot off the brim but those are going to come and they're going to go and they'll be a lot of fault. Maybe just maybe we kind of walk out of this like we all were talking about a few months ago and
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