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 ...
The euro zone economy will be hit with tariffs from the incoming U.S. Trump administration early next year, according to a ...
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 ...
Headwinds may be strengthening for fixed-income securities as the market grapples with a changing outlook for inflation. Click to read.
As Beijing prioritises stability and development over reflation, investors must reconcile themselves to the realities of ...
Nov 13 (Reuters) - U.S. consumer prices increased as expected in October, and progress toward bringing inflation down has ...
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 ...
USD/JPY sits off session highs albeit modestly. The pair last near 155.85/90, against earlier highs of 156.06, levels last ...
Swedish buy now, pay later (BNPL) startup Klarna is on its way to becoming a public company. The fintech said on Wednesday ...
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 ...