The 2021 Reflation Trade In 6 Charts
In case you needed further convincing that the reflation trade is still on (other than this morning’s futures rally on a jobs number miss, as the market continues to expect more stimulus), Reuters published a great piece on Friday morning highlighting what the reflation trade actually looks like. First, it points out the obvious: the…
There Are Three Things That Can Kill The “Perfect Reflation Trade”: Lessons From Two World Wars
By Michael Every of Rabobank Merry Christmas, War is Over(?) – A strategic/tactical view of the reflation trade “So this is Christmas; And what have you done?Another year over; And a new one just begunAnd so this is Christmas; I hope you have funThe near and the dear one; The old and the youngA very…