BENGALURU, March 4 (Reuters) - The reflation trade that spooked currency markets and threw them into disarray will be in play for at least another month, according to a Reuters poll of strategists, ...
• U.S. retail sales growth declined in May (-1.3%), led by building materials and motor vehicles, but still remains positive compared to pre-pandemic trends. • Initial jobless claims rose for the ...
Reflation trades are getting a new lease on life after the Democrats edged closer to Senate control in Georgia’s runoff elections. Small-cap stocks and banks are winning while the yield curve is ...
Economic reflation is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Goldman Sachs and Tony Pasquariello. Interest rates, ...
After months of rangebound trading, the benchmark 10-year Treasury yield appeared to be settling into a pattern similar to what was seen last October, when the rate soared to its highest level since ...
SINGAPORE (Reuters) -Japanese financial markets are undergoing a long-awaited reflation trade. There's just one missing factor: the Japanese investor. Foreign buyers have been in the driving seat of a ...
M2’s 2.6% annual increase through September is modest by historical standards, but the rising tide appears on track to persist in the near term, based on recent upside momentum. That by itself isn’t ...
One trade is gripping markets in the early days of 2021: reflation - nowhere more evident than in bonds, where U.S. 10-year Treasury yields topped 1% on Georgia's Senate runoff results. Betting on a ...
Foreign-exchange strategists at TD Securities have come up with what they regard as a key risk at a time when many financial-market participants are struggling to settle on an appropriate macro ...
In recent years, deflation was considered one of the biggest threats to the global economy. These fears are vanishing. As deflation becomes the thing of the past (there was even the end of deflation ...
Is the dragon slain? Or just wounded? Inflation has been the scourge of the economy for the last three years. It spiked from a benign 1.4% when President Biden took office in 2021 to a searing 9% some ...