Reflation trade Loading... : Investor Sentiment and Bull/Bear Views
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15:09
Jan 14
Jan 14
Cyclical reflation trade looks priced, tricky
The market entered the year with everyone positioned for cyclicals to benefit from economic re-acceleration and earnings growth, and nothing has refuted that view; banks have actually confirmed it. However, investors paid for that view in advance, policy tailwinds have turned into policy challenges on many fronts, and the reflation trade is getting tricky with oil participating. That makes cyclicals and the reflation trade a cautious, developing setup rather than a clean long.
MED
About Reflation trade Investor Commentary
Across the available history and selected sources, Buzzberg tracks Reflation trade across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 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: Mike Santoli.