
Surveillance: Peterson on Jobless Claims Drop
Bloomberg Surveillance
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Optimism on a Blended Commodity Index
Konag: We've had a disastrous commodity cycle. Someone called a broad lengthy structural disinflation in commodity. Konag: It's not a catastrophe, but markets are not as well supplied or comfortable as they were three years ago. "We're not congruity cold, we're the big supply shock," he says.
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