BVTV: Farewell to the reflation trade, bonjour Europe?

By Carlo Putti

Are we seeing the end of the Trump trade and, if so, is the Macron trade the new game in town? Join us for this morning’s BVTV, where Stefan Isaacs and I discussed whether the reflation trade has been superseded by Europe’s ever-improving outlook?

Also: what to watch for on the markets this week.

 

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