Recent softer price indications from the US brought us back another year in terms of the battle between those who believed we were set for long-term secular stagnation and those who believed we were on a new reflationary path.
The reflationists were gaining ground as inflation data was showing signs of improvement from the second half of 2016 onward, followed by the excitement surrounding Trump fiscal expansionary and pro-growth...
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Joined on 13 November
Published by the Investment Association alongside the Alternative Investment Management Association and the Association for Financial Markets in Europe
Views of tax raises 'overblown'
Under NatWest brand