Searched for
REFLATION
BOJ to consider pausing bond taper next fiscal year, sources sayThe Bank of Japan is reportedly leaning towards pausing its bond purchase taper beyond next fiscal year, a move that would mark a significa...- Reforms, AI capex peaking could revive interest in India: Candace Browning, BofA Global ResearchBofA Global Research head Candace Browning anticipates India will benefit from a West Asia crisis resolution and the peak of global AI cape...
- US Stock Market: Sticky inflation complicates Kevin Warsh’s Fed transition as rate hike odds jumpSticky inflation has pushed investors to raise bets on a potential U.S. Federal Reserve rate hike, creating early challenges for incoming F...
- 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...
- Muted Q4 awaits IT large caps as clock ticks slow on AI gainsForrestor expects tech services spending in the U.S to grow by 5.2% in 2026, and global tech services spending to grow at 4.6%, with the la...
- 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...
- Reflation rethink sends bond markets into a spinPrices on US 10-year Treasuries have shot up, pushing yields down 8 basis points on Tuesday in their second biggest daily drop of 2021. The...
- 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...
- Brace for new profit growth cycle, revenge spending, says HDFC MF’s Navneet Munot“Earnings growth will be driven by a strong tailwind from global reflation and a steady, broadbased growth cycle along with gains from inno...
- India shouldn’t mistake 'reflation' for its ugly step-sister, says Morgan Stanley research“Don't mistake reflation for its ugly step-sister, Asia's policy rate normalisation is likely to be gradual,'' a research by Morgan Stanley...
- 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 ...
- Dollar gains on reflation trade, Aussie recoversThe dollar has gained in the past few sessions as U.S. government bond yields jump on expectations that growth and inflation will increase ...
- 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% ...
- 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.
- 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.
- Rupee weakening on relapsing macro vulnerability: Will it slow down growth?It is concerning that the current account deficit (CAD) spiked to 1.9 per cent of GDP in FY18.
- 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.
- Global bond yields to rise in 2017: BlackRockChina's factory-gate inflation jumped to the highest since late 2011 at 3.3% in November.
- Recovery? Excess liquidity reflating commodity pricesThe concerted actions of policymakers to revive the global economy are doing more to reflate asset prices than lift economic growth. Top 5 ...
Load More
