Reflation trade?

plenty of chatter regarding reflation trade is on on or off is time to buy cyclicals are stick with Defensive type stocks

Above is the MSCI Cyclical-Defensive sector return spread it appears to be setting up for an upside breakout if you believe in technical analysis and in the reflation theme

Below is Another reflate metric the CRB Rind Index of raw material prices/U.S. 10 year yields,This metric not on board yet for The reflation trade

The trend here is lower,but a metric I will continue to watch for a turnaround

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