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Daily Alert: Reflation reflates

  • The ‘reflation’ trade has made a come-back in overnight trade.
  • Some of the more eye-catching moves have been in commodities and rates markets, with two obviously linked.
  • Locally, we have the RBNZ MPR at 2pm where a 25bps rate rise is fully priced into interest rate markets and universally forecast by the economics community should, in theory, make for an orderly reaction if the 25bps lift is duly delivered. 

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