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US REFLATION TRADE
Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdownMorgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside f...- Sensex @ 95,000 in 9 months? Morgan Stanley's Ridham Desai says bull market comingMorgan Stanley forecasts the Sensex could reach 95,000 by December 2026, signaling a new bull market driven by India's strong growth prospe...
- We should prepare for end of bull market but at this stage I am not calling it out: Maneesh Dangi“My bet is in India the bull market would be longish and the midcycle phase would persist for one-two years at least, if not more. There wi...
- Fed's coming taper fans talk of renewed 'reflation' tradeThe reflation trade stalled during the summer. But the central bank said this week it would likely begin pulling back on its $120 billion a...
- Falling US bond yields may signal death knell for 'reflation' stock tradeInvestors piled in to shares of energy producers, banks and other companies expected to benefit from a powerful economic rebound earlier th...
- Investors focus on central bank speakers after extreme market movesInvestors are now anticipating what message will come from Fed Chairman Jerome Powell, due to speak before Congress on Tuesday at 2 pm ET (...
- Fed’s rate sword puts markets on noticeThe American central bank abruptly signaled on Wednesday that an interest rate increase could happen as early as 2023 — considered an ackno...
- Is the market set for a goldilocks scenario?“We have to see if this is the roaring 20s that we saw after the Spanish flu or dotcom-2. In either of those cases, we will see the market ...
- India and Philippines most vulnerable to repeat of taper tantrum of 2013: S&PRising inflation in recent months and below average real policy rates could imply quicker capital flight, prompting central banks in the tw...
- Dollar languishes near three-year lows as Fed's Powell stokes reflation betsThe greenback sank to a fresh low against the Australian dollar, and held near lows set overnight against its British, Canadian and New Zea...
- Treasury yields punch higher in catch-up to global bond selloffAfter the US markets reopened on Tuesday, Treasury 10-year yields rose four basis points to touch 1.25 per cent -- the highest since last M...
- Bond market reflation trade absorbs punch to extend 2021 advanceThe reflation trade took a brief pause after a government release on February 10 showed the pace of core consumer-price inflation was 1.4% ...
- Gold rates inch higher for third day with stimulus, inflation in focusBullion is rebounding after last week’s retreat to the lowest level since the start of December, when a stronger dollar and rising U.S. Tre...
- Why is Georgia making Dalal Street nervousThe ‘Reflation Trade’ is a way to play this trend and it has been underway for some time since Joe Biden’s victory on November 3.
- Treasury market’s bets on 2021 reflation face January reckoningBond traders have boosted expectations for inflation to near the highest in two years as they await an election next week.
- Get set for m-cap, style and sectoral rotationsThere will be a cap rotation, a style rotation and a sectoral rotation as we get nearer to the reflation trade, says Ajay Bagga
- Rising commodity prices not a huge risk for inflation: R Sivakumar, Axis MFYou might see a rupee offset to global commodity prices if there is a global growth revival.
- As QE ends, volatility is the new normal and all asset classes may underperform: Priya Misra, TD Securities“The dollar can strengthen to the point where it starts putting pressure on inflation in the US.”
- This $100 trillion question is bugging world’s central banksWhy inflation remains so low in most parts of the world even as economic growth quickens.
- There are many facets of Trump rally; each one’s equally puzzlingUnder the Trump trade, you would load up on US industrials, financials and the dollar.
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