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The global mood is souring but we keep the talk alive with mitigating the minutes from the Fed,  explaining  the can kicking  exercise known as the Greek Bailout III and the commodity crash. Don’t worry, China is omnipresent in all topics and in the preview for next week.

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  1. FOMC Minutes: The long  and usually boring protocols caused a lot of drama in markets. We argue on the timing of the Fed hike which seems more elusive and has already taken its toll on the greenback alongside the  Chinese devaluation.
  2. Greek deal:  Even assuming a new Greek government maintains continuity, the next crisis is awaiting in the autumn. We explain the fragile nature of the aGreekment.
  3. Commodities: Oil, copper, iron and everything out there is selling off. At least for one commodity, the end  of the crash may be nigh.
  4. Preview: Every day  features another piece of the puzzle towards the Fed decision, with an eclectic  collection of indicators.

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Yohay and Lior hold no positions on any of the stocks and financial instruments that were mentioned on the show. The podcast should be used for general information. This isn’t financial advice.