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 ...
While bitcoin's blockchain data shows signs of green shoots, the macro environment doesn't appear conducive to a bullish revival. In particular, the unwinding of the reflation trade – or bets that ...
A last gasp or a second wind? Cyclically sensitive stock-market sectors led a sharp stock-market rebound Monday, but peaking inflation expectations and a volatile cross-asset reaction to last week’s ...
Is the reflation trade dead? It depends on which analyst you listen to. The market will soon provide its opinion. And all of this just before the Fed is set to raise rates for the second time in three ...
In Tuesday’s technical update, I discussed the breakdown in the major markets both internationally as well as domestically. Of note, was the massive bear market in China which is currently down nearly ...
Bets on reflation and a surging post-COVID-19 economy have suffered a setback, but are poised to come roaring back, according to one of Wall Street’s most closely followed quantitative analysts. “Our ...
Famed market bear Albert Edwards says the reflation trade is already failing. He also believes Treasury bond yields have fallen through a critical level and could hit 0.5% soon. He says slower growth ...
Trades that benefit from higher inflation made a sudden U-turn following the hawkish announcement from the Federal Reserve last week. Gold sank, the yield curve flattened aggressively, breakeven ...
This analysis is by Bloomberg Intelligence Senior Commodity Strategist Mike McGlone. It appeared first on the Bloomberg Terminal. To signal recovery from post-2022 deflation trends, the major ...
BUDAPEST, Feb 10 (Reuters) - Despite a fall in January headline inflation, the Hungarian central bank remains cautious and is monitoring reflation risks due to company repricings due in March, the ...