
Inflation Fades
As noted a million times out here in the last 6 months my question has been ‘Q4 2019 or H1 2020?’ for the next inflation trade. Well, since the recent reflationary bounce has been strong but still only a ‘bounce’, the question is not yet resolved but looking more and more like the answer may be H1 2020, assuming we do not get sucked down … Continue reading Inflation Fades