XJO 0.87% 8,283.2 s&p/asx 200

Thats not making much sense - the headwind is high USD inflation...

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    Thats not making much sense - the headwind is high USD inflation is rent and food related.
    High USD is also a tailwind for importers - the likes of Samsung, Nike, Toyota etc will be in boom town.
    Apple is the problem as business cycle has peaked.
 
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