30 Sep 2019 Investors are shunning higher-priced, sturdier stocks in favor of those that some extra innings, there might be more value in the value trade. 9 Feb 2020 Essentially, it's getting harder to make a near-term fundamental case for chasing stocks or yields higher, even as there's a flows-based rationale 

30 Sep 2019 Investors are shunning higher-priced, sturdier stocks in favor of those that some extra innings, there might be more value in the value trade. 9 Feb 2020 Essentially, it's getting harder to make a near-term fundamental case for chasing stocks or yields higher, even as there's a flows-based rationale  13 Nov 2019 investors - is that markets should get ready for a reflation trade. macro perspective, you still want to stay away from those European stocks. 5 Jan 2017 We recommend playing this reflation trade in mature stock markets. Cyclicals, Value stocks and Financials are expected to be the main  12 Dec 2019 As goes crude, so goes the reflation trade In contrast, Canadian energy stocks have not done as well, with the iShares S&P/TSX Capped 

20 Nov 2019 NEW YORK – This past May and August, escalations in the trade and States and China rattled stock markets and pushed bond yields to historic lows. has seized on the possibility of a “reflation trade,” in the hope that the 

20 Nov 2019 NEW YORK – This past May and August, escalations in the trade and States and China rattled stock markets and pushed bond yields to historic lows. has seized on the possibility of a “reflation trade,” in the hope that the  Reflation is the act of stimulating the economy by increasing the money supply or by reducing taxes, seeking to bring the economy (specifically price level) back  25 Jul 2015 These hypotheses suggest that NYSE trading volume should fall (rise) with falling (rising) stock prices and interest rates. We find strong support  28 Apr 2017 the past few weeks we have expressed scepticism on the Trump reflation trade and we have argued that bank stocks should underperform. 14 Dec 2016 US 10yr yield is at levels they were not supposed to reach until the end of 2017, reflation trade is in play and OPEC has finally agreed to  Reflation is a fiscal or monetary policy designed to expand output, stimulate spending, and curb the effects of deflation, which usually occurs after a period of economic uncertainty or a recession. The term may also be used to describe the first phase of economic recovery after a period of contraction.

12 Dec 2019 As goes crude, so goes the reflation trade In contrast, Canadian energy stocks have not done as well, with the iShares S&P/TSX Capped 

25 Jan 2017 Traders on the floor of the New York Stock Exchange late toward 20,000 has been driven by what investors are calling a reflation trade, or a  12 Feb 2020 Against that backdrop, you have had a reflation trade in metals. All the global stocks, metals, IT companies are going up. Now coupled with that,  11 Jan 2020 That is, Q4's pro-cyclical rotation represented a reversal of the vaunted “slow- flation” trade, both in rates and stocks, in favor of higher yields, 

Hedge funds will get left behind should the reflation trade keep going. Cyclical shares such as banks are taking over leadership from defensive companies like utilities while value stocks in the S&P 500 Index are poised to beat their growth counterparts for a fourth straight month.

12 Dec 2019 As goes crude, so goes the reflation trade In contrast, Canadian energy stocks have not done as well, with the iShares S&P/TSX Capped  11 Nov 2019 U.S. stocks are rising as investors assume that economic recovery is underway thanks to easy monetary policy and progress on trade.

Low and behold, investors expect growth stocks to now outperform value stocks -- the biggest jump in growth stocks since December 2014.

13 Nov 2019 investors - is that markets should get ready for a reflation trade. macro perspective, you still want to stay away from those European stocks. 5 Jan 2017 We recommend playing this reflation trade in mature stock markets. Cyclicals, Value stocks and Financials are expected to be the main  12 Dec 2019 As goes crude, so goes the reflation trade In contrast, Canadian energy stocks have not done as well, with the iShares S&P/TSX Capped  11 Nov 2019 U.S. stocks are rising as investors assume that economic recovery is underway thanks to easy monetary policy and progress on trade. 12 Nov 2019 Recent geopolitical news has caused financial markets to trade in a reflationary Markets got a taste of reflation on the back of the latest geopolitical a renewed correction in global stock markets has allowed us to once  28 Jan 2020 Trading the emerging markets amid China's coronavirus scare can prove to start buying certain emerging market stocks as the broader market the reflation trade and also manufacturing booming in other parts, not just 

21 Nov 2019 a stock market trader looks to the roof The financial-market buzz has seized on the possibility of a “reflation trade”, in the hope that the recent  27 Dec 2019 reflation trade. Theme of the moment seems to be that it is all risk on. The Fed has relented on inflation targeting and the truth is that they can  The 'reflation trade'. Rosemary Devli, portfolio manager at 1832 Asset Management, joins BNN Bloomberg's Catherine Murray to discuss the state of the global  13 Feb 2017 Emerging Asia stocks have done well this year - boosted by rallies in material, industrial and financial stocks - as the world embraces the