Hedging for a Reversal of Reflation
Broadcast on: January 11, 2021
Duration: 19:13
Add to Favorites
The Big Conversation | Aired: 2021-01-12
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to review the dollar-based reflation trade versus the global growth narrative. It’s not that reflation trades are wrong, but that the drivers may be more transient than previous bouts of reflation over the last 20 years.
-
Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
