End of the reflation trade? The mysterious NPHET opposition to antigen testing. Cracks in Boris Johnson's wall.
The Other Hand · Jim Power & Chris Johns
June 19, 202135m 58s
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Show Notes
Markets decided weeks ago that the inflation scare is temporary. Now they are doubling down with a bet that the ‘relation trade’ is over: that means big reversals in bonds, commodities and much else besides. Signal or noise?
There is far too much muddled thinking on antigen testing. It’s a useful addition to the toolkit. Why NPHET is so opposed is a mystery
A UK by election reveals that southerners with degrees, jobs and a garden don’t like being trashed on a daily basis by Johnson’s culture war mercenaries.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com
There is far too much muddled thinking on antigen testing. It’s a useful addition to the toolkit. Why NPHET is so opposed is a mystery
A UK by election reveals that southerners with degrees, jobs and a garden don’t like being trashed on a daily basis by Johnson’s culture war mercenaries.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjpeconomics.substack.com
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