If this is reflation, why are $AUDUSD & $NZDUSD both getting destroyed?
#FX #forex $AUDUSD đhttps://t.co/rec4T7QcjK — Invariant Perspective (@InvariantPersp1) January 6, 2022
reflation
Bulls, bidding up the reflation trade ahead of a deflationary collapse is a bad idea.
Bulls, bidding up the reflation trade ahead of a deflationary collapse is a bad idea. The money you save watching the same movie over and over again is on its way to the Cayman Islands. The Fed controls inflation. Haven't …
Can’t decide if next year will be Hyperinflation, Reflation, Growthflation, Stagflation, Deflation, Depression or Collapse….
by mark000 Let The 7-way Free-For-All begin! Hyperinflation ….of the USD Reflation ………..Goldilocks, positive GDP and normal CPI Growthflation …..positive GDP, high CPI Stagflation ………Zero/small negative GDP, high CPI Deflation ………..Japan, Zero/small negative GDP, zero/negative CPI Depression…….. Large negative GDP, large negative CPI Collapse ………. “UNPOSSIBLE” …
Bond yields are getting crushed as the “reflation trade” hits peak fantasy. Biggest ever short squeeze dead ahead? $TLT
Bond yields are getting crushed as the "reflation trade" hits peak fantasy. Who will be right, every idiot you know? Or the bond market? pic.twitter.com/uzKTxAjnNw — Mac10 (@SuburbanDrone) November 5, 2021 #recession … #GFC2 #UST #Bonds edition Biggest ever #ShortSqueeze …
Global Liquidity vs. Reflation
Chris Puplava, CIO of Financial Sense Wealth Management, discusses the ‘reflation trade’ and how this relates to the yield curve, currencies, and particularly global liquidity.
The reflation trade is dead on a tactical level due to this… The G3 credit impulse is the worst since 2008…. The signs are numerous. Day of reckoning is coming.
Does it matter? Yes it does (on a tactical allocation horizon) E.g. the Credit impulse vs. Commodities here. AAAAAAAAAAAH! đ± pic.twitter.com/9TZznjBP12 — Andreas Steno Larsen (@AndreasSteno) September 1, 2021 https://twitter.com/PuffDragon11/status/1432879448509005825 Exactly! âNo way of avoiding the final collapse of a …
Investors Hoping for a Massive Reflation Are Going to Be Disappointed, Says Tian Yang
by FS FS Insider recently spoke with Variant Perceptionâs Tian Yang on whether China’s recent stimulus measures will help to stabilize economic growth (see Leading Indicators and Liquidity Declining, Says Variant Perceptionâs Tian Yang). China’s Shanghai Index is up 25 percent year-to-date and …
Oil Prices Are Confirming Global Reflation Is Over
by Lance Robert In Tuesdayâs technical update, I discussed the breakdown in the major markets both internationally as well as domestically. Of note, was the massive bear market in China which is currently down nearly 50% from its peak. What is …
This is not a signal of global reflation, or synchronised growth, but the evidence of secular stagnation caused by constant demand-side policies.
This is not a signal of global reflation, or synchronised growth, but the evidence of secular stagnation caused by constant demand-side policies. pic.twitter.com/nhcBfnrCED — Daniel Lacalle (@dlacalle_IA) September 17, 2018 terrible miss NY FED MFG — US SLOW DOWN COMING? …
Investor Alert: USD curve flattening, third reflation attempt failed, global slowdown, stock market utilization rate reverses…
The recent $USD curve flattening indicates that markets are in a late-cyclical mindset. But what happens during the 6 months that precede a curve inversion in the US? See picture$NZD usually suffers a lot, while $JPY performs! More in our …