January: Trading opportunities amid the ‘reflation trade’
Monthly market outlook: January 2021
Trading opportunities amid the ‘reflation trade’
The New Year promises more volatility as recurrent themes from 2020 swing the risk pendulum back and forth.
Market sentiment remains gripped by surging global coronavirus cases, renewed lockdown measures, and potential hiccups in vaccination rollouts. However, stock markets have found ample support from stimulus prospects and lingering hopes around a return to normality.
The talk now is of the great ‘reflation’ trade after the blue wave victory in Georgia’s Senate runoff boosted Joe Biden’s chances of injecting more stimulus into the US economy.
As this investment theme adds to the growing list of factors influencing markets, the next few weeks and even months could be filled with action and fresh volatility.
How will the ‘reflation trade’ impact financial markets and what does this mean for US stocks?
In this webinar, Lukman and Han discuss the 'reflation trade' and share their outlook on various assets while covering potential trading setups that may appear this month.
