This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the success of the reflation trade and how higher equity prices are diverting capital from the real economy, higher commodities are a threat to margins and higher real yields could be a headwind for risk assets. The higher equities go, the worse it is for economic growth. Perhaps the Fed put on stocks is lower down than most people expect? In this week’s chatter we talk to FTSE Russell Managing Director and Head of Global Research, Philip Lawlor, who outlines where yields can go before they become a problem for risk assets. See the full series and access expert data-driven insights and news from Refinitiv:
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