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Bullish Commodities? Not So Fast | Lukas Kuemmerle
Forward Guidance
The Positive Correlation Between Commodities and the Dollar
Lucas: Typically huge surge in the price of commodities coincides with dollar weakness. This situation we've seen over the past four months is a little bit rare, he says. Lucas: Those commodities that have high exposure towards commodities are performing much better against the US dollar. And I think you can solely explain this with the reason that commodity prices are doing so well,.
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