Bloomberg and Google news trends show reflation headlines are everywhere. Widespread coverage is typically a sign that trends are starting to exhaust and that markets are due for a period of consolidation, before the next leg higher Our growth and liquidity LEIs remain very positive. While we don’t want to be contrarian for contrarian’s sake, when we observe the prevalence of news stories about reflation, it does suggest extreme sentiment and scope for a short-term reversal in reflation trades.
Reflation Sensation
Reflation Sensation
Reflation Sensation
Bloomberg and Google news trends show reflation headlines are everywhere. Widespread coverage is typically a sign that trends are starting to exhaust and that markets are due for a period of consolidation, before the next leg higher Our growth and liquidity LEIs remain very positive. While we don’t want to be contrarian for contrarian’s sake, when we observe the prevalence of news stories about reflation, it does suggest extreme sentiment and scope for a short-term reversal in reflation trades.