The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as ...

The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as ...

Despite the turmoil in Capitol Hill, the markets kept going up. While this may seem irrational, markets are forward-looking and are betting on "Reflation trade." What Is Reflation Trade: Reflation is ...

Interest-rate gaps are widening, as U.S. markets are expecting rate cuts while other countries move toward rate hikes. But a ...

Virtually all of the data points this past week support our reflation thesis. It is fascinating to watch how fast the tide has turned from an ultra-conservative fiscal bias to anticipated widespread ...

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 ...

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 ...

Overview Reflation can push Government Bond Yields higher, which may pressure Bitcoin and Stocks at the same time.Bitcoin now reacts more like a risk asset than ...

Despite the turmoil in Capitol Hill, the markets kept going up. While this may seem irrational, markets are forward-looking and are betting on "Reflation trade." What Is Reflation Trade: Reflation is ...