Reflation Trades Look to Revive Amid Global Commodities Fervor_老虎社区_美港股上老虎

Reflation Trades Look to Revive Amid Global Commodities Fervor

Bloomberg2021-04-28

(Bloomberg) -- The market’s reflationistas are getting a second wind, as a string of solid economic numbers and the prospect of more stimulus raise the chances of a revival in trades linked to ...

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6bd41974
·2021-04-28
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- QPG:
  Ok
  2021-04-28
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UNCLEUNCLE
·2021-04-28
Ok....
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Silin
·2021-04-28
nice
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deadcow
·2021-04-28
good sharing
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- 6bd41974:
  Yes
  2021-04-28
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- deadcow:
  nice
  2021-05-19
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They are also looking ahead to President Joe Biden’s pitch for a large social-spending package to Congress Wednesday and a renewed commitment from the Federal Reserve to allow inflation to run hot.“The inflation question will continually return to investors’ minds this year,” said Andy Wong, senior investment manager of the international multi-asset team at Pictet Asset Management in Hong Kong. “The U.S. household balance sheet is the healthiest it has been for years, and ‘excess savings meets disrupted supply chains’ means dislocation in supply and demand.”The reflation trade had hit a wall this month, with havens such as Treasuries rallying and cyclical shares underperforming as spikes in Covid-19 infection rates around the world forced renewed lockdowns in major economies. 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