Market SitRep - Reflation Redux

Research
Written By Alex Barrow

This episode of the Market SitRep -- Reflation Redux starts off with a discussion of China's addiction to credit expansion and debt. We also touch on the crude oil market and explain why we think the "reflation" trade is nothing more than a short-term hope jag. Finally we cover quant/technical analysis of the S&P 500.A PDF of the slide show can be found here.  

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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The 4 Horsemen Of The Global Deleveraging Apocalypse Part II: A Neutrino Debt Bomb