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 ...

Markets have priced in the strongest reflationary environment in at least 24 years. Here’s what Goldman Sachs says worked ...

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 ...

Consumer price inflation also slowed to 0.3%, the slowest pace in four months, suggesting that China’s path to economic reflation will likely be at a snail’s pace. Meanwhile, the spectre of higher U.S ...

And on Saturday, official figures showed that inflation in China remains weak, an indication that the economy's revival and ...

RSPT ETF's equal weighting reduces concentration risk, but may result in less accurate sector exposure. Find out why I'm ...

CHINA slashed the daily reference rate for its currency to a level unseen since late 2023, a sign the central bank is ...

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

With Trump confirmed as U.S. president, gold has fallen over 3%, facing significant short-term pressure. However, I believe there is room for a more moderate recovery in the medium ...