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 ...

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

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

Tariffs, tax cuts, deregulation and volatility could be in store as Wall Street readies for a second Donald Trump presidency.

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

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 ...

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

More stimulus will only help quicken the cause." Those interested in harnessing this shift have a wealth of options; these seven reflation-trade picks, including both stocks and funds, appear to ...

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 ...