Emerging markets are responsible for the majority of marginal economic growth and commodity demand growth in the world, since they collectively have a larger population and have far less per-capita commodity usage as a starting point compared to developed markets. Emerging markets also have a lot of dollar-denominated debt, which is lent to them

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Want to learn why we need a weaker dollar?

Go to @RealVision and watch macro legends like @RaoulGMI@BittelJulien@AndreasSteno & @Jamie1Coutts discuss this in detail all the time.

My favorites?

1) Raoul Pal & Julien Bittel's latest update youtube.com/live/_7yuo6JRe

2) An all-time classic, The Dollar Milkshake Theory by @SantiagoAuFundyoutube.com/watch?... See more