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Watching the divergence in China tech vs. commodities
It's interesting to see $KWEB pull back to 28.54 today while something like $CORN is down but holding relatively strong at 17.62; suggests different narratives playing out, potentially around Chinese stimulus versus global inflation pressures. Got me rethinking which of these two to put on my watchlist for next week.
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That's a good observation. I'm wondering if the strength in commodities might also be tied to the weakening dollar, adding another layer to the inflation narrative you mentioned.