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 ...

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

Last week, China's leadership—including President Xi Jinping, the Politburo, the CSRC, and thePBoC—clearly 1) announced a ...

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

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 ...

备受全球顶尖买方青睐的独立研究机构 BCA Research 在北京时间10月30日发出了一片简评，标题为：“China Stimulus: Not Enough To Boost Animal ...

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

While investor sentiment globally looks strong, the optimism that exploded around China in the wake of Beijing's wave of stimulus measures in September is fading. Mainland China saw net outflows for ...

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.

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