This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to review the recent strength in the US dollar and the flattening of the US yield curve. Could this be an inflection point for the reflation trade or has the market overreacted to a few slightly hawkish comments at the recent FOMC? If the dollar breaks some key levels, then the rally could turn into an unexpected rout. 

The Chatter

In this week’s Chatter, Jeoff Hall, Managing Economist at Refinitiv, discusses the outlook for US employment and the recent data conundrum, where there are signs of both extreme slack and extreme tightness. Perhaps the biggest concern from the FOMC is that one of the historically dovish members has turned far more hawkish and this could help sway other members. 

See the full series and access expert data-driven insights and news from Refinitiv: https://refini.tv/2Tq42o2

Learn more about your ad choices. Visit podcastchoices.com/adchoices