As the 'Goldilocks' market backdrop over the past year moves into the rearview mirror, the prospect of a reflationary environment following a Republican sweep threatens risky assets, Goldman Sachs ...

TOKYO (Reuters) -Shares of Japanese banks plunged on Friday as U.S. tariffs sparked fears of a slowdown in global growth that could choke off Japan's fragile economy recovery, snuffing out a ...

The Fed has confirmed that reflation is the dominant market theme right now. These dividend ETFs are well-positioned to take advantage of the reflation trade beneficiaries. The Fed has confirmed ...

Inflation expectations have been hit hard with 5-yr breakevens -10bp and undoing a decent chunk of the recent reflation move. HY (high yield) credit spreads have widened, with the HYG ETF -0.9% ...

Goldman Sachs Smashes Q1 Estimates on Record $4.19B Equity Trading RevenueMon, 14 Apr 2025 11:44:27 GMT Michigan Consumer Sentiment Drops To 50.8, Missing Analyst EstimatesFri, 11 Apr 2025 18:27: ...

I would say that since the policy pivot in September, we have been focusing on how to measure and quantify the progress of China’s reflation. There are three steps, the three Rs: restructuring ...