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Weekly newsletter |25 June 2021| The reflation trade deflates

Aarinder Lidder - Jun 25, 2021

The reflation trade deflates

Hello and welcome to our weekly newsletter, where I talk about what's been going on in investment markets and what to look out for in the days and weeks ahead.

The last week has been particularly interesting. The markets have been trying to find a narrative and we've had the beginnings of what looked like an unwinding of the reflation trade. After the Federal Reserve meeting last week, there were talks of the first interest rate rise to occur a year earlier than previously thought. As a result, this spooked the market. We saw gold slump and by the end of last week, it was down about 5%.

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