The reflation trade is dead
The global credit impulse peaked in Q420 and it leads reflation trades by 9-12 months. Which means they're dead in the water now.
Back to the secular Quadrant 1 of my Macro Compass - listen to the video to find out how to position your portfolio accordingly.
Back to the secular Quadrant 1 of my Macro Compass - listen to the video to find out how to position your portfolio accordingly.
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