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.

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 ...

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

Donald Trump tapped the tech mogul to co-lead an effort to slash government spending, but questions abound over how such an ...

The Trump inflation trade is a fascinating exhibit of crowd psychology in the markets, decoupled from both the fundamentals ...

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 ...

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 ...

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. If ...

EOG Resources remains a buy with strong cash flow, dividend yield, and shareholder initiatives despite challenges in oil ...