Christian Mueller Glissmann, head of asset allocation research at Goldman Sachs, says he expects changes in valuations and a ...

Markets have priced in the strongest reflationary environment in at least 24 years. Here’s what Goldman Sachs says worked ...

Goldman Sachs analysts say markets have priced in one of the largest month-on-month reflationary shifts since 2000 after ...

Goldman Sachs analysts reported that “markets have priced one of the largest month-on-month reflationary shifts since 2000,” in a research note. The reflationary repricing of assets was driven by ...

Last week, China's leadership—including President Xi Jinping, the Politburo, the CSRC, and thePBoC—clearly 1) announced a ...

Headwinds may be strengthening for fixed-income securities as the market grapples with a changing outlook for inflation. Click to read.

备受全球顶尖买方青睐的独立研究机构 BCA Research 在北京时间10月30日发出了一片简评，标题为：“China Stimulus: Not Enough To Boost Animal ...

The euro zone economy will be hit with tariffs from the incoming U.S. Trump administration early next year, according to a ...

Stocks notched their biggest week of the year after Donald Trump’s victory. Now investors have their eye on the bond market.

Correspondingly, there have emerged concerns about reflation in the US, also because of the uncertainty involving the presidential elections. This will interrupt the pace of the Fed's rate cuts.

As Beijing prioritises stability and development over reflation, investors must reconcile themselves to the realities of ...