The Reflation Trade is Back!
Manage episode 443358857 series 3455676
China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are now in easing mode.
This will ignite the reflation trade.
This week, our host Graham Summers, MBA delves into the details of the reflation trade, outlining which stocks he's watching for clues as to what's to come. He also provides a breakdown of the macro picture for the U.S., particularly as it regards to housing.
You won't want to miss this!
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