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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

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The Future of Commodities

The only thing that's kind of better would be on a three month basis, right? So I think you could see areas here over the next few quarters where rather than what we saw in 2022 with like everything going down. The component here is rates yields moving higher because of the rate in which the federal reserve was increasing their overnight rate and therefore had to rebalance action. You've got passive flows that will come in around both the second Friday as well as some folks get paid this week.

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