Sputtering “bondcano” has another eruption

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The infantile “bondcano” just won’t go away:

After a brief hiatus, the reflation trade is about to enter stage two, and Aussie investors should stay long this theme, Credit Suisse’s Hasan Tevfik says.

…”we forecast reflation to return,” says Mr Tevik, Australian equity strategist at Credit Suisse.

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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.