MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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MacroVoices Erik Townsend and Patrick Ceresna welcome Charlie McElligott from Nomura to the show. Charlie says the reflation trade that reversed in April is likely to reverse again, with more reflation still to come. They talk about everything from inflation to bond yields to the market outlook for stocks and other asset classes. Link: https://bit.ly/3gMRIuj
