2020: The Year of Reflation?

Published on
December 16th, 2019
12 minutes

2020: The Year of Reflation?

Trade Ideas ·
Featuring Michael Gayed

Published on: December 16th, 2019 • Duration: 12 minutes

Michael Gayed, CFA, publisher of the Lead-Lag Report, discusses how traders should position for a potentially reflationary macro environment in 2020. In this interview with Jake Merl, Gayed highlights the importance of a steepening yield curve, drills down on the battle between inflation and deflation, and explains why financials and emerging markets are poised to outperform the S&P 500. Filmed on December 12, 2019.