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The Reflation Trade is Back! episode artwork

EPISODE · Oct 3, 2024 · 13 MIN

The Reflation Trade is Back!

from Bulls, Bears & BS · host Graham Summers, MBA

China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are now in easing mode.This will ignite the reflation trade.This week, our host Graham Summers, MBA delves into the details of the reflation trade, outlining which stocks he's watching for clues as to what's to come. He also provides a breakdown of the macro picture for the U.S., particularly as it regards to housing.You won't want to miss this!Support the showThanks for listening! Follow us on Twitter and Instagram.

What this episode covers

China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are now in easing mode. This will ignite the reflation trade. This week, our host Graham Summers, MBA delves into the details of the reflation trade, outlining which stocks he's watching for clues as to what's to come. He also provides a breakdown of the ma...

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The Reflation Trade is Back!

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Frequently Asked Questions

How long is this episode of Bulls, Bears & BS?

This episode is 13 minutes long.

When was this Bulls, Bears & BS episode published?

This episode was published on October 3, 2024.

What is this episode about?

China has announced its first major stimulus program in two years, with the goal of driving Chinese equities higher. This combined with the U.S. Federal Reserve easing monetary conditions means that the two largest economies in the world are now in...

Can I download this Bulls, Bears & BS episode?

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