Buy the Reflation Rumor and Sell the Recovery News?

Published on
January 20th, 2021
Duration
27 minutes

Tony Greer – “When the Bond Market Speaks, I Like to Listen”


Buy the Reflation Rumor and Sell the Recovery News?

Daily Briefing ·
Featuring Jack Farley, Max Wiethe, and Ed Harrison

Published on: January 20th, 2021 • Duration: 27 minutes

Real Vision managing editor Ed Harrison joins editor Max Wiethe to update his views on how yield curve steepening is affecting equity markets and his three potential outcomes for the reflation trade. Harrison and Wiethe also debate whether the reflation trade is a “buy the rumor, sell the news” scenario and tee up Real Vision’s big content campaign for February where we attempt to answer the question, “Is Everything a Bubble?” In the intro, editor Jack Farley reviews price action and analyzes Morgan Stanley’s latest earnings report.

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