Why Bond Yields Are the True Reflation Toggle

Published on
January 13th, 2021
20 minutes

Why Bond Yields Are the True Reflation Toggle

Daily Briefing ·
Featuring Nick Correa, Max Wiethe, and Ed Harrison

Published on: January 13th, 2021 • Duration: 20 minutes

Real Vision managing editor Ed Harrison joins Max Wiethe to discuss why he thinks US treasury yields—and not the dollar—is the key to the success or failure of the reflation trade. Together Ed and Max discuss the recent action in the bond market, the knock-on effects this has had for other reflation assets like precious metals, commodities, and equities, and the three discrete outcomes that Ed believes could arise in 2021 depending on the direction and speed of bond market moves. In the intro, Nick Correa provides an overview of the latest Consumer Price Index data.