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.

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 ...

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

Citi strategists expect the Federal Reserve to slash rates by 50 basis points (bps), noting that this week’s upcoming October ...

Stocks and Treasury yields similarly surged eight years ago when Trump claimed his first electoral win—a major part of what ...

Investors in Asia have their first chance on Monday to react to a batch of key economic indicators and news out of China, and ...

Discover why FNDX's diversified, conservative approach to stock selection may offer more stable performance amid economic ...

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 ...

Though China trade outlook cloudy, US official says agriculture a silver lining Although Donald Trump’s re-election likely means rocky US-China trade, a US official has named agriculture as one ...

Europe’s traders are seeking to get ahead of the fallout from a pivotal US election by betting against the euro and hedging ...