The reflation trade continues unabated, but concerns of too much inflation remain a concern over Biden’s stimulus package. But NAB’s Tapas Strickland explains how it could bring the US recovery forward by three years.
Jon Danzig joins me to talk about Brexit – are we seeing teething problems, or is it more than that? Plus, will Joe Biden’s $1.9 trillion stimulus package cause inflation?
Markets are optimistic despite slow retail sales, lower consumer confidence and rising inflation expectations. NAB’s Rodrigo Catril says there’s an acceptance that much of these are short term effects. https://t.co/mk8X8viEMv
