Markets remain buoyant despite shimmers of risk aversion amidst deflation fears.

Equity markets in the U.S are set to end the week lower for the first time in 9 weeks as data flows this week were less encouraging than the headliners of last week. This said it is apparent that markets are convinced a bottom is in and there is no going back, U.S jobless claims coming out at 637K against a consensus of 610K not even rattling markets. In the newsletter I wrote on Monday I...