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.
Last week, China's leadership—including President Xi Jinping, the Politburo, the CSRC, and thePBoC—clearly 1) announced a ...
Donald Trump tapped the tech mogul to co-lead an effort to slash government spending, but questions abound over how such an ...
“We suspect that the Trump reflation trade will eventually fizzle out, just as it did after 2016,” said Dario Perkins, head ...
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 ...
Stocks notched their biggest week of the year after Donald Trump’s victory. Now investors have their eye on the bond market.
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.
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 ...