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EPISODE · Jul 12, 2021 · 26 MIN

Reflation nation

from Curve Your Enthusiasm · host Ian Pollick, Royce Mendes

Royce and Ian take the pulse of the reflation trade. Ian discusses the reasons that some investors are calling the trade dead. Royce talks about why the base case economic outlook remains bright for North America, despite some downside risks that are on the rise. They close the podcast by discussing the expected path for the Bank of Canada’s balance sheet. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What this episode covers

Royce and Ian take the pulse of the reflation trade. Ian discusses the reasons that some investors are calling the trade dead. Royce talks about why the base case economic outlook remains bright for North America, despite some downside risks that are on the rise. They close the podcast by discussing the expected path for the Bank of Canada’s balance sheet.

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Reflation nation

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Frequently Asked Questions

How long is this episode of Curve Your Enthusiasm?

This episode is 26 minutes long.

When was this Curve Your Enthusiasm episode published?

This episode was published on July 12, 2021.

What is this episode about?

Royce and Ian take the pulse of the reflation trade. Ian discusses the reasons that some investors are calling the trade dead. Royce talks about why the base case economic outlook remains bright for North America, despite some downside risks that...

Can I download this Curve Your Enthusiasm episode?

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