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MacroAlf

The reflation trade is dead

10-Year Breakeven Inflation Rate (FRED:T10YIE)  
MacroAlf  
FRED:T10YIE   10-Year Breakeven Inflation Rate
Fundamental Analysis inflation Stocks federalreserve bonds CPI
195
40
fundamental inflation stocks federalreserve bonds cpi
The global credit impulse peaked in Q420 and it leads reflation trades by 9-12 months. Which means they're dead in the water now.
Back to the secular Quadrant 1 of my Macro Compass - listen to the video to find out how to position your portfolio accordingly.
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