Tag

Reflation

All articles tagged with #reflation

finance11 days ago

Global Growth and Economic Outlook Predictions for 2026

Investors may be underestimating the potential for stronger global economic growth in 2026, driven by pent-up demand and increased policy support, which could lead to higher inflation and pose risks to bond markets. Strategists suggest a shift towards cyclical stocks and caution against bonds unless yields are attractive, as higher growth may reignite inflation concerns and impact monetary policy.

finance1 year ago

"March Rally Reflects Changing Macro Picture as Investors Weigh Fed Remarks and Inflation Data"

US equities have stabilized after a record-setting rally attributed to the Magnificent Seven tech stocks, prompting questions about the market's sustainability. Goldman Sachs' Christian Mueller-Glissmann discusses the shift towards reflation and suggests consumer cyclicals, selective industrials, and small/mid caps as potential areas for growth, emphasizing the need for earnings news to confirm the trend.