Remarks from Kurt Reiman, chief investment strategist for Canada at BlackRock, who was interviewed on Bloomberg TV

  • "We're back to the reflation trade that was already in place well before the election, well before investors got enthusiastic about deregulation"
  • "We're getting some confirmation that even though we've had to retrace on our enthusiasm for the Trump trade, the uptick in global economic activity is still there, which likely supports earnings, should support investor appetite for risk assets"

via Bloomberg


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BlackRock is an global investment management firm. Quite big it is. Got about a bazillion gazillion under management (OK, around $5.1 trillion)