93 min listen
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
FromMacro Voices
MacroVoices #269 Charlie McElligott: The reflation that reversed course in April will reverse course again
FromMacro Voices
ratings:
Length:
89 minutes
Released:
Apr 29, 2021
Format:
Podcast episode
Description
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.
Link: https://bit.ly/3gMRIuj
Link: https://bit.ly/3gMRIuj
Released:
Apr 29, 2021
Format:
Podcast episode
Titles in the series (100)
MacroVoices #192 Keith McCullough : Inflation Accelerating: Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more. Link: http://bit.ly/2JYhb2E by Macro Voices