The primary theme in capital markets remains the “reflation trade.” Buoyed by expectations for a $1.9 trillion Biden administration fiscal package, for continued easy monetary policies from the ...

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Stocks are at record highs and AI is still dominating the headlines, but there is a major rotation happening under the hood, ...

Investing.com -- As the 'Goldilocks' market backdrop over the past year moves into the rearview mirror, the prospect of a reflationary environment following a Republican sweep threatens risky assets, ...

The recent jump in global bond yields represents a reflationary reawakening just a year after deflation and recession fears were dominant. Is this another false dawn? We don't think so. This is an ...

The biggest problem with "reflation" is that it doesn't live up to what the word is supposed to mean. That has been true in each of the past attempts at it, but is even more the case in this latest ...