Macro Mondays #62 - Shelter, liquidity & is it time to buy again?
Macro Mondays
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Dynamics of Dollar-Yen and Commodity Markets
This chapter analyzes the interplay between the dollar-yen exchange rate and its impact on commodity prices, especially metals like gold, silver, and copper. It explores the influence of Asian demand and China's economic cycles on current market trends, emphasizing skepticism about the strength of these commodities in light of recent price movements and import data.
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