Bulls, bidding up the reflation trade ahead of a deflationary collapse is a bad idea. January 4, 2022 10:13 pm
Can’t decide if next year will be Hyperinflation, Reflation, Growthflation, Stagflation, Deflation, Depression or Collapse…. November 22, 2021 11:13 am
Bond yields are getting crushed as the “reflation trade” hits peak fantasy. Biggest ever short squeeze dead ahead? $TLT November 7, 2021 8:11 amNovember 5, 2021 8:26 pm
The reflation trade is dead on a tactical level due to this… The G3 credit impulse is the worst since 2008…. The signs are numerous. Day of reckoning is coming. September 3, 2021 1:21 pmSeptember 1, 2021 4:51 pm
Investors Hoping for a Massive Reflation Are Going to Be Disappointed, Says Tian Yang March 23, 2019 1:06 pm
This is not a signal of global reflation, or synchronised growth, but the evidence of secular stagnation caused by constant demand-side policies. September 17, 2018 3:38 pm
Investor Alert: USD curve flattening, third reflation attempt failed, global slowdown, stock market utilization rate reverses… September 4, 2018 1:40 pmSeptember 3, 2018 11:41 am
