And this excludes volatile food and gas prices-Cotton just hit a new record high .
Clothing-we all need that most of the day, right? Unless you live in Key West where you have some options. Consider clothing manufacturers just saw a 100% input price increase in 6 months, and who supplies most of the clothing in the world-C-H-I-N-A
Don't forget our China Short: FXP
Is interest rates about to start going up?
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Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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