Day: 26 April 2021

Reflation reigns for now

The global reflation trade is back on track after a brief hiatus says NAB’s Gavin Friend. A 10 year high in copper demonstrates the demand, whilst rising iron ore prices are lifting the Aussie dollar.

The magic 7000

Where now for UK shares? Versus Europe and the US? Large caps v mid cap? @RodneyHobson is always worth a listen

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