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 ...

The Japanese government has nominated academics Toichiro Asada and Ayano Sato to join the Bank of Japans nine-member policy ...

Reflation trades are getting a new lease on life after the Democrats edged closer to Senate control in Georgia’s runoff elections. Small-cap stocks and banks are winning while the yield curve is ...

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 ...

Economic reflation is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Goldman Sachs and Tony Pasquariello. Interest rates, ...