The deflationary, reflationary bet is currently playing out as speculative capital flows seek to capitalize on either falling or rising prices. The deflationary, reflationary bet, or trade, could both end-up being winning trades at different investment time intervals In the short term, the likely winner of the deflationary, reflationary bet is likely to be those trades geared towards falling prices, known as the deflationary trade....
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What would a Biden leadership bring to the international stage, moreover, how is it likely to impact future capital flows and portfolios moving forward? A Biden leadership is likely to favor multilateral trade agreements, which implies the return of globalization, and the rolling back of the outgoing Trump administration’s nationalistic agenda of bilateral trade agreements So, a Biden leadership will strengthen multilateral...
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