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.
Podden och tillhörande omslagsbild på den här sidan tillhör Hedge Fund Manager Erik Townsend. Innehållet i podden är skapat av Hedge Fund Manager Erik Townsend och inte av, eller tillsammans med, Poddtoppen.
