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 ...
During previous reflationary regimes over the past 20 years, it’s paid off to replace the bond component of 60/40 portfolios with alternatives, say Goldman Sachs strategists led by Andrea Ferrario. Th ...
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. If ...