Olly Russ

Olly Russ has been quoted 3 times. The one recent article where Olly Russ has been quoted is European shares edge lower as utilities losses offset strong financials. Most recently, Olly Russ was quoted as having said, “Trump's policy platform is quite reflationary in terms of corporate tax and regulation being cut, massive infrastructure spending and large deficit financing. All looks to me as very bad news for bonds and very good news for equities.”.

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Looking at where Italy is trading today, the level of short interest and the surge of interest in the referendum outcomes, one wonders whether much may already be in the price.

Trump's policy platform is quite reflationary in terms of corporate tax and regulation being cut, massive infrastructure spending and large deficit financing. All looks to me as very bad news for bonds and very good news for equities.

The banking sector is probably going to take the most focus and that's going to be driven by things like litigation costs, mostly.

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