Despite a pickup in inflation data, economists warn that commodity pressures, not underlying demand, are driving China's ...
Soft investment and consumption appetite. The textbook impact of deflationary expectations is that when people expect prices ...
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 ...
• U.S. retail sales growth declined in May (-1.3%), led by building materials and motor vehicles, but still remains positive compared to pre-pandemic trends. • Initial jobless claims rose for the ...
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 ...