Is The Reflation Trade “Dying”?

Published on
August 6th, 2021
61 minutes

Is The Reflation Trade “Dying”?

Live ·
Featuring Eric Basmajian & Jack Farley

Published on: August 6th, 2021 • Duration: 61 minutes

Real Vision's Jack Farley welcomes Eric Basmajian, founder of EPB Macro Research, to Real Vision Live to discuss developments in the labor market and indicators that signal the current health of the economy. Basmajian weighs in on the inflation debate and emphasizes the importance of growth cycles for determining asset price performance. Basmajian and Farley also cover bank loan metrics and productivity indexes to determine if the economy is approaching a slow-down.