Gregor Weekly Macro Note: Saturday 22 August 2009

Reflation is fun. But eventually, reflation will drive everyone to madness. Witness the pain already endured by shorts as American indexes not only rose heroically off the March lows, but have now failed twice to correct that rally. The first rejection of a sell-off took place in June. The most recent rejection was of course last week. And it was indeed spectacular. With breakouts occurring across many markets. However, while the stock equity shorts are feeling the pain now, they will soon be joined by borrowers and consumers of food and energy, should reflation continue.

In my article for the Financial Times of London this week, I condensed a number of themes… (this article continues for subscribers through the membership gateway, on the right side of this page.)

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  • Gregor Macdonald

    Gregor Macdonald has spent this decade researching and investing in the energy sector, using a macro approach. He also runs an energy and economics blog. More »

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