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After a week of heated debates, it’s becoming apparent that reflation will likely be the central theme of 2021.
Inflation risks pushing yields higher continues to weigh on the equity rally; "The day after" sees oil prices bouncing higher; BTC sucks the life out of Fort Knox
Equity inflation correlations turn from sweet to sour; Oil is down as the Texas polar vortex is forecast to end
Investors are starting to see a light at the end of the tunnel, but the pandemic is far from over.
Improving Covid-19 trends and robust economic data allow investors to turn their attention to updates on reopening timelines
It’s pedal to the metal on the reflationary bus, but at what point do rising yields matter – and is this why risk is floundering?