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Roger Hirst, Independent Macro Analyst, Co-Head of Content, Real Vision Group
The Big Conversation | Aired: 2021-03-17
This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at China’s key role within the reflation narrative and how it’s been driving some commodity prices higher. Is this a sustainable move or was this a stop-gap effort to stimulate supply in response to the pandemic? What now happens to all those finished goods and will China rotate back to domestic consumption? This could wrong-foot the reflation trade.
In the chatter this week we talk to MarketPysche CEO Richard Peterson about the growth in meme stocks and the general trend toward buzz investing.