The reflation trade stalled during the summer. But the central bank said this week it would likely begin pulling back on its $120 billion a...

The pan-European STOXX 600 was up 0.5 per cent, with industrials, banks and retail gaining between 0.4 per cent and 1.1 per cent.

The American central bank abruptly signaled on Wednesday that an interest rate increase could happen as early as 2023 — considered an ackno...

“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 ...

Rising inflation in recent months and below average real policy rates could imply quicker capital flight, prompting central banks in the tw...

The dollar has gained in the past few sessions as U.S. government bond yields jump on expectations that growth and inflation will increase ...

The greenback sank to a fresh low against the Australian dollar, and held near lows set overnight against its British, Canadian and New Zea...

After 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...

The reflation trade took a brief pause after a government release on February 10 showed the pace of core consumer-price inflation was 1.4% ...

Bullion 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...

Funds from Invesco Ltd. to Samsung Asset Management are embracing cyclical and value shares as bets for higher US federal spending and fast...

The ‘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.

Bond traders have boosted expectations for inflation to near the highest in two years as they await an election next week.

There will be a cap rotation, a style rotation and a sectoral rotation as we get nearer to the reflation trade, says Ajay Bagga

You might see a rupee offset to global commodity prices if there is a global growth revival.

“The dollar can strengthen to the point where it starts putting pressure on inflation in the US.”

Under the Trump trade, you would load up on US industrials, financials and the dollar.