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.
Day: 26 April 2021
The magic 7000
Where now for UK shares? Versus Europe and the US? Large caps v mid cap? @RodneyHobson is always worth a listen
