You Searched For "reflation trade" and got 20 results
Sort By:
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  Â
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  Â
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  Â
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  Â
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  Â
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  Â
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  Â
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  Â
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  Â
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 MozĂ©e  Â
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  Â
2 mins read
Fed policy and a healthy consumer outlook are creating a 'goldilocks' environment that points to more upside ahead for stocks, Bank of America says
"Given such favorable macro and policy conditions, market history on our side, and more neutral inv…
Matthew Fox  Â
1 min read
These 5 stocks have helped drive a 32% decline in Cathie Wood's Ark Invest flagship ETF
Despite the negative returns for the ETF in 2021, investors are not backing down as $6.7 billion ha…
Matthew Fox  Â
2 mins read
RBC boosts its S&P 500 price target by 5%, citing the Fed's continued stimulus efforts
"We see a little more room for stocks to climb higher this year, but we also continue to expect a p…
Matthew Fox  Â
2 mins read
'Buy in May and go away': Why US stocks can trade higher into the summer months, according to JPMorgan's quant guru
Marko Kolanovic sees a jump in stocks accelerating into late spring and summer, going against the o…
Matthew Fox  Â
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  Â
1 min read
Buy stocks and sell bonds as a new secular bull market delivers double-digit returns, Ned Davis Research says
A rally in stocks could continue for another 878 days before it would reach the mean number of days…
Matthew Fox  Â
2 mins read
Dow soars 586 points in best day since March as the reopening trade recovers
The energy sector led stocks higher on Monday as the reopening trade once again found its footing r…
Matthew Fox  Â
2 mins read
'Wildly overvalued': A former Wall Street chief strategist says it's time for stock bulls to sell their holdings - and warns of a particularly vicious comeuppance for small-caps
A big risk to the outlook is if significant new stimulus is passed, which would "continue to fuel t…
Matthew Fox  Â
2 mins read
The stock market is sending signals that a Biden-led blue wave is getting less certain, one Wall Street strategist says
This week's rotation out of value and into growth could be chalked up to declining odds of a Democr…