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4min chapter
Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain
Odd Lots
The Economics of Aluminum in China
Aluminum prices 13 years high in china. And of course, aluminum is used in all kinds of just everyday items. So for thinking about how commodities bleed into sort of normal inflation, that seems like an important one to focus on. But do you want to go back to the point about cost push inflation? There is zero evidence of it. It's demand pulling everything along against the supply constraints that create upward pressure on prices.
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