A robust economy, with earnings still strong but inflation sticky, creates a tricky narrative for active investors. To see the impact of higher inflation and higher interest rates on companies, just ...

SINGAPORE (Reuters) -Japanese financial markets are undergoing a long-awaited reflation trade. There's just one missing factor: the Japanese investor. Foreign buyers have been in the driving seat of a ...

The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the ...

After months of rangebound trading, the benchmark 10-year Treasury yield appeared to be settling into a pattern similar to what was seen last October, when the rate soared to its highest level since ...

Rising inflation and robust consumer demand are driving the reflation trade narrative across markets. American consumers continue to spend despite inflation and high interest rates. Wall Street ...

Tuesday's selloff in long-dated U.S. government debt is opening the door to the possibility that the 10-year Treasury yield may climb back to the 4.5%-5% level, as it did last October. Gregory ...

Interest-rate gaps are widening, as U.S. markets are expecting rate cuts while other countries move toward rate hikes. But a growing Fed balance sheet may be the more overlooked force, says Wellington ...

April 16 Webcast: Diversified Fixed Income Funds for Real Yield TAMPA, Fla., April 16, 2024 /PRNewswire/ -- DoubleLine Deputy Chief Investment Officer Jeffrey Sherman in an open webcast today will ...

Markets anticipating a delay in when the Federal Reserve will begin rate cuts aids momentum traders while the reflation trading strategy is dented by the Federal Reserve’s reluctance to start reducing ...

In the previous editions of the Market Overview, we wrote about the reflation trade. We analyzed the important signals of the uptick in economic activity and inflation all over the world, arguing that ...