This episode of the Market SitRep - Reflation Redux starts off with a discussion of China's addiction to credit expansion and debt. We also touch on the crude oil market and explain why we think the "reflation" trade is nothing more than a short-term hope jag. Finally we cover quant/technical analysis of the S&P 500.
A PDF of the slide show can be found here.
Disclosure: I am/we are long TLT.
I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.