8th July 2021 “While we doubt that the “reflation” and “rotation” trades are entirely dead, they may have now largely run their course,” said Oliver Allen at Capital Economics. View article
Energy and materials stocks face rough ride as commodity prices come off the boil, says economist The S&P GSCI energy spot index, which tracks prices for oil and its derivatives, peaked on June 9. While it still trades over 40% higher year-to-date, it’s down by 17% since its peak. Industrial... 20th July 2022 · MarketWatch
Travel and leisure hurting from uncertain outlook “While we doubt that the “reflation” and “rotation” trades are entirely dead, they may have now largely run their course,” said Oliver Allen at Capital Economics. 8th July 2021 · The Times
U.S. Stocks Rise Modestly After Fed Minutes Released “While we doubt that the reflation and rotation trades are entirely dead, they may have now largely run their course,” said Capital Economics’ Oliver Allen. 7th July 2021 · Wall Street Journal
