Insights - reflation

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The message from gold and industrial commodities

01 Sep 2020 - Konstantinos Venetis

The nature of the Covid-19 shock makes this macro cycle unique – but this is still a macro cycle. The pattern remains the same. A contraction in GDP is met with counter-cyclical policy measures that aim to get the.

#Monetary Policy #Reflation #Gold #Commodities

Green shoots?

04 Dec 2019 - Dario Perkins

Investor sentiment has shifted in recent weeks. This was certainly the message from the latest BoAML survey – which showed portfolio managers, distinctly less negative about the global economy, suddenly piling into.

#China #Stimulus #Reflation

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We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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