Economics
Trump Trade Correlation Erosion Tests the Faith of Market Bulls
- Equity markets may benefit from looser dollar, bonds link
- Oppenheimer sees reflation trade resuminng after consolidation
Investors Seek Trump Trade Tax Reform Indicators
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Will markets have a case of the Mondays or the Tuesdays?
That’s one of the the biggest questions facing investors as the relationship between U.S. equities, the dollar and Treasury bond yields becomes less correlated. After stocks deviated from the others in a move higher Monday, they traded in tandem again Tuesday in what has become known as the reflation trade since the election of Donald Trump.