The reflation trade is likely to continue in the near term, believes Lim Say Boon, chief investment strategist from Standard Chartered Group Wealth Management. He tells CNBC's Karen Tso what sectors are likely to outperform.
The dollar's drop has been a bonanza for gold investors, helping drive the precious metal to one record high after another. CNBC's Scott Cohn heads to New York's diamond district, where much gold is sold, for a closer look.
David Rosenberg, chief economist and strategist at Gluskin Sheff, and Thomas Lee, chief US equity strategist at JPMorgan, share their outlooks on the markets and the economy.