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 ...
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.
(Bloomberg) -- The reflation trade has been gathering momentum again in recent weeks as shown by rising U.S. Treasury yields and increasing inflation expectations. That may spell trouble for bonds ...
With the word "reflation" back — as the result of stimulus from China, rate-cutting action in the U.S. and Europe, and higher oil prices stemming from the Middle East conflict — "a key risk is ...
This slight reflation, driven by both food and household products, could be a key tailwind for major grocery-heavy retailers like Walmart and BJ’s. The storms are proving to be a silver lining ...