The threat of INSUFFICIENT INVENTORIES of the things you need is the number one concern because right now these bailouts are diverting money away from essential production models to bailing out debt that arose from bad decisions.
You can print over some problems. You can't print oil and food.
As usual everyone focuses on the consumer. The story is going to be with producers going forward. Sugar is likely to be the first of the softs to rally and lead into a deficit supply situation relative to even rationed demand.
ozbailout guarantees high futureinterest rates, page-8
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