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TIP491: Macro and the Energy Market w/ Lyn Alden
We Study Billionaires - The Investor’s Podcast Network
Is the US Exporting Inflation?
Most commodities are priced in dollars. That's making them harder to afford in their local currencies. Most global financing happens in dollars, right? So if an entity in Europe wants to finance some Latin American debt, it's a good chance it'll be in dollars. And so when the dollar strength ends, it can help us get inflation under control, but it's actually making it worse for the periphery.
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