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Surveillance: Bull Market with Yardeni

Bloomberg Surveillance

CHAPTER

The Supply Side Question, David Malpass

The best for the world is to have the dollar be stable, and then other countries try to have their own currencies be stable as well. I think we're going to see relief on some things, for example, fertilizer around the world that's been in really short supply. But in other areas, still these shortages because the capital's not flowing yet. And importantly in this is the asset re-pricing that has to be done after you've come off 0% interest rate environment.

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