• #6 What reflationary policies mean for markets

  • 2024/11/18
  • 再生時間： 10 分
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#6 What reflationary policies mean for markets

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  • Bond markets were feeling rather buoyed by falling inflation and an interest-rate cutting cycle that promised many more moves to the downside. Then along came the US Election and a Trump victory. The campaign that promised even lower inflation was greeted by market participants that disagreed. Trump’s potential policies once in office have been interpreted as reflationary and bond yields have been ticking higher. Adam Furlan explains the implications.

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あらすじ・解説

Bond markets were feeling rather buoyed by falling inflation and an interest-rate cutting cycle that promised many more moves to the downside. Then along came the US Election and a Trump victory. The campaign that promised even lower inflation was greeted by market participants that disagreed. Trump’s potential policies once in office have been interpreted as reflationary and bond yields have been ticking higher. Adam Furlan explains the implications.

Hosted on Acast. See acast.com/privacy for more information.
続きを読む 一部表示
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