EPISODE · Aug 2, 2024 · 0 MIN

IS IT TIME? PART II

from Capital Flows and Asset Markets · host Russell Clark

This is a free preview of a paid episode. To hear more, visit www.russell-clark.comOnly a week ago I asked if it was time to bet on deflation again? As I pointed out, the biggest lead on inflation and deflation has been JGBs, which correctly pointed to deflation from 1990s onwards, and correctly pointed to inflation from 2020 onwards. With JGB yields at highs, I was of the view inflation was still the go. Recent moves have seen JGB yields fall, but still in an uptrend I think.

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IS IT TIME? PART II

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