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Banks, Powell, Crypto, and Jamie Dimon (Podcast)

Bloomberg Intelligence

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The Commodities Impact of the Reopening of China

This is definitely the debate happening within the central bank circle. If you believe that the lags are short, then it means that the tightening from the past Fed hikes has already peaked. We haven't seen the reopening provide us with boosted prices for commodities, metals, oils, et cetera yet. And I think that you've kind of hit the nail on the head with uncertainty surrounding China's reopening.

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