You Searched For "reflation" and got 20 results
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2 mins read
Goldman Sachs says there's a window of opportunity for stocks right now as investors are worrying too much about the Delta variant
"We think some further relief in cyclical assets - higher equities and higher bond yields - is like…
Harry Robertson
3 mins read
Wall Street says European stocks offer the best opportunity to lock in gains as the US rally cools
Some of Wall Street's biggest firms are singing the praises of European stocks, which could rise sh…
Harry Robertson
2 mins read
Wall Street analysts expect the S&P 500 to rise 10% over the next year as the reflation trade picks up pace
The S&P 500 is hitting record highs - but Wall Street analysts think the march higher will continue…
Harry Robertson
2 mins read
Mohamed El-Erian says stocks are vulnerable despite tumbling bond yields, due to 'speculative excess'
Allianz's chief economic advisor said the Federal Reserve may have to slam on the brakes, which wou…
Harry Robertson
2 mins read
The rotation into value stocks will get a new lease of life as the US economy booms, JPMorgan strategist says
The so-called reflation trade has faltered in recent days, but strong growth mean it should pick ba…
Harry Robertson
2 mins read
Tech stocks rebound as bond-market turmoil and reflation trades fade
GameStop, AMC, and other Reddit favorites declined as retail traders' latest attempt at a short squ…
Ben Winck
1 min read
Investors are shifting too much into stocks, investment chief of world's largest hedge fund says
Bridgewater's Greg Jensen said investors should seek out gold and inflation-indexed bonds.
Emily Graffeo
2 mins read
The Delta coronavirus variant will hit the reflation trade in the casino-like stock market, says top analyst David Rosenberg
Rising Delta-variant COVID-19 cases and a reduction in fiscal stimulus will create headwinds for th…
Harry Robertson
2 mins read
Global stocks hit record highs and WTI oil tops $60 as 'reflation trade' powers ahead
Investors are betting that vaccines and government stimulus will power a rapid rebound in 2021, sen…
Harry Robertson
2 mins read
Investors shouldn't rush back to big tech stocks as reflation and reopening trades are better near-term bets, says UBS
The tactical outlook favors reflation and reopening trades like financials and energy, said UBS in …
Carla Mozée
2 mins read
The S&P 500 could jump 9% by year-end as a reversal in interest rates drives a rebound in the struggling reflation trade, Fundstrat's Tom Lee says
"Epicenter stocks will rally strongly, as they are the most sensitive to rising rates," Lee said in…
Matthew Fox
2 mins read
China's attempts to save its flailing housing market haven't boosted confidence among top Wall Street analysts
Analysts say the new measure to prop up its struggling property market aren't enough to solve bigge…
Kelly Cloonan
3 mins read
The Chinese yuan surged to a 16-month high, but Beijing may not be happy about it
The US dollar to offshore Chinese yuan, or CNH rate fell to as low as 6.9951, the first time it bre…
Huileng Tan
4 mins read
Why economists and strategists still say a recession is postponed, despite a startling inflation report
Contradictory messages about inflation and the labor market have investors on guard. Here's why con…
James Faris
2 mins read
China's deflation problem keeps getting worse
China's economic turmoil continues to deepen, with fresh data showing consumer prices logging the f…
Phil Rosen
2 mins read
China risks falling into a vicious cycle of deflation and debt, Morgan Stanley economist says
Faced with costlier debt burdens, companies could be forced to curtail growth, weighing further on …
Filip De Mott
2 mins read
China is grappling with slumping growth, a property crisis and debt woes - the next jolt could come from the yuan hitting a 16-year low
A plunging yuan could spook international investors at a time when China's floundering economy need…
Zahra Tayeb
2 mins read
Investors should stick with stocks and ETFs tied to the economic rebound as stagflation concerns are 'misplaced', says BlackRock
"The economy is growing substantially above potential," which should counter stagflation concerns, …
Carla Mozée
1 min read
JPMorgan's quant guru says traders are missing an opportunity to buy high-upside stocks pegged to the economic reopening
A staggered global economic recovery from the COVID-19 pandemic will prolong the reopening trade, J…
Matthew Fox
3 mins read
US consumers may have to live with high prices for longer — and a falling dollar could be to blame
The dollar has weakened as the rest of the global economy kicks back into gear. That might make it …