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  • Key Factors Driving the Market  [View article]
    While not disagreeing with anything said, what I have observed is broad, alternating themes of (1) reflation which is accompanied by strength in commodities and equities and (2) deflation which is accompanied by strength in the dollar and US Treasuries.

    These relationships can be see here:

    stockcharts.com/charts...
    Jul 23 08:13 am |Rating: +1 0 |Link to Comment
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