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commodities high yield reflation Uncategorized

So Yeeahhh… About That Reflation Thing

"While investors may return to the reflation narrative again, it'll take more than a few political speeches to get them there."

Reflation

CDXHY

Junk

As Bloomberg writes:

While investors may return to the reflation narrative again, it’ll take more than a few political speeches to get them there. For now, traders are losing faith in rapid reflation. It’s likely they’ll continue backing away from the assets that benefited most from this concept until there are concrete developments that push them back to believing again.

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