The Dollar Liquidity Debate and Interest Rates

When this dollar liquidity proxy increases, it's typically good news for commodities since it is a boost to demand. I think we see the signs of that right now in markets as well. Industrial metals perform as I hinted in the Chinese reopening the last week and on this show. Energy is also starting to play catch up a little bit to the move that we've seen in for example copper. So I tend to think that at least the industrial metal space remains extremely interesting"