Market SitRep – Reflation Redux

This episode of the Market SitRepReflation 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.

 

 

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