Will more stimulus halt the "disinflationary recession" we have predicted?

Today I want to write a brief note on "more stimulus", which is not only the counter argument to the theme of our last blog post, which describes how our indicators are pointing to a global "disinflationary recession", but how we are hedged and positioned if this theme does not play out. We are actually here to permanently "hedge" our portfolio risk after all! Firstly, the only thing that will halt, pause or delay the "disinflationary recession" is more stimulus. It will either come from Japan, Europe, China, the U.S - or all four. Take your pick! Currently, our three "bullish" trades that will take advantage if, 1. there is more stimulus and 2. if we are wrong that the "disinflationary recession" will occur. Read more... (VIEW LINK)