Recession vs reflation

Published at 14:55 15 Nov 2019 by . Last edited 16:04 15 Nov 2019.

The big moves in risk assets this year have been driven by wildly varying perceptions that keep vacillating between recession and reflation. Last spring, following the yield curve inversion and the US Fed overtightening interest rates into the end of 2018, traders began to position for a recession. …

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