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Pro MacroInsider Talks

Is the Reflation Trade Working as Expected? (Inside the Episode)

Featuring Roger Hirst

Jul 14, 2021 • 39 minutes

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Pro Macro

Insider Talks

Is the Reflation Trade Working as Expected? (Inside the Episode)

Why have emerging markets (EM) performed so poorly this year thus far? Has the reflation trade worked the way that people believed it would?

Featuring Roger Hirst

Jul 14, 2021 • 39 minutes

Why have emerging markets (EM) performed so poorly this year thus far? Has the reflation trade worked the way that people believed it would? For Real Vision managing editor Roger Hirst, answers to these questions strike at the most central points of discussion from July’s episode of Insider Talks. He analyzes the new levels in the DXY and its implications for global financial conditions as well as data coming out of China to understand its role in the macro framework. Roger also discusses where bond yields and central bank policy come into the picture and its impact on markets. Filmed on July 12, 2021. Show More

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

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