BVTV: Farewell to the reflation trade, bonjour Europe?

Are we seeing the end of the Trump trade and, if so, is the Macron trade the new game in town? Join us for this morning’s BVTV, where Stefan Isaacs and I discussed whether the reflation trade has been superseded by Europe’s ever-improving outlook?

Also: what to watch for on the markets this week.


The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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