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Watching commodity plays closely after recent CPI numbers
The latest CPI print has me thinking about how long the Fed can realistically maintain their hawkish stance, which directly impacts a lot of my commodity watchlist. If we see even a slight pivot or a softening tone from central banks, I'm curious how quickly we might see a shift in things like energy or precious metals. It's making me reconsider some of the longer-term plays I've been eyeing.
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