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.
Co-Founder of Macro Ops, Trader, Poker Player, Game Theorist, Volatility Specialist