FLGV - Real Vision Talks Commodities Inflation And U.S. Equity Outperformance With Roger Hirst

• The dramatic move in commodities could be due to portfolio rebalancing at the end of the month, or it could be signaling that the recovery is running out of steam.
• Countries are doing QE to manipulate their currencies and get inflation, but their attempts to reflate their economies are instead resulting in inflated asset prices.
• U.S. equities are carrying out a bullish narrative of recovery as compared to poorer equity performance outside of the U.S.

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