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Reflation and a Kinda Scary Selloff
It was a tale of two halves this week as we started with a raging global reflation trade and then stocks got hammered on Thursday and payrolls today put another cat amongst the pigeons. We have generally been seeing a pretty aggressive reflation trade as the market views the Fed as rather dovish considering financial conditions and the big turn in commodities which is likely to be inflationary at some point. The big story right now is the resurgence in commodities in a world where there is basically zero chance of rate hikes to reverse any inflationary impulse. This sets up for a big debasement trade and that is what ... (full story)
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- Apr 5, 2024 3:35pm Apr 5, 2024 3:35pm
- Ferna
- Joined Dec 2022 | Status: Member | 445 Comments
Equality will be the next big thing in trading
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- Apr 7, 2024 3:16am Apr 7, 2024 3:16am
- fontu
- Joined Mar 2008 | Status: Name real with real own way | 181 Comments
Not understand?better not follow my analyses!doubt clearer first, risks ++