Published on: December 14th, 2020 • Duration: 30 minutes
In the latest installment of “Inside the Episode”, Real Vision managing editor Roger Hirst breaks down the most central points of discussion from December’s episode of Insider Talks, including reflation, the dollar, and Julian’s trade on FTSE 100. Roger explores the meaning of reflation as well as its impact on assets ranging from the U.S. dollar to emerging market equities, looking at data such as U.S. bond yields, Japanese stocks, and speculative positioning in copper and the Euro. Roger then analyzes how Julian’s FTSE 100 trade can be best understood through this lens, and he explores the currency dynamics of the FTSE 100 as well as its historical performance relative to the DAX. Lastly, Roger discusses the looming “quadruple witching” on Friday and the consequences of Tesla’s imminent inclusion into the S&P 500.