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Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan)

The Market Huddle

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The Rise of Food Prices

Food prices have rallied far, faster than wage increases. That's driving political change in my view. So governments are going to spend more. They're going to try not to devalue because that's going to just make things worse. And you get going to get tighter and tighter monetary policy. I think only changes if China changes.

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