Reflation Loading... : Investor Sentiment and Bull/Bear Views
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19:54
Jan 08
Jan 08
Likes reflation on restocking cycle.
He still likes the reflation side given coming fiscal tailwinds and the possibility that the economy is entering a restocking cycle. He notes the inventory cycle had its first positive reading in three years in December and inventory levels are normalized after three years of destocking, which could support demand and manufacturing recovery.
MED
About Reflation Investor Commentary
Across the available history and selected sources, Buzzberg tracks Reflation across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Ohsung Kwon.