Reflection on office building glass windows with curve lines

Reflation nation

Royce and Ian take the pulse of the reflation trade. Ian discusses the reasons that some investors are calling the trade dead. Royce talks about why the base case economic outlook remains bright for North America, despite some downside risks that are on the rise. They close the podcast by discussing the expected path for the Bank of Canada’s balance sheet.

Featured in this episode

Royce Mendes
Royce Mendes
Featured Guest

Podcast episode contributor

In this series: Curve Your Enthusiasm

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