Sentences with phrase «global reflation trade»
The global reflation trade is in full swing, the return of cash flow to shareholders is at a record pace and that is why, in my opinion, the U.S. equity markets are set to extend the current rally well into 2019.
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Global fixed income markets are flashing caution on «reflation trades» predicated on an expansionary economic environment.
Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in our view.
This reflation trade is having a tremendous impact on global equity markets, commodity prices and, most importantly, currencies.
Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in Reflation is going global, and the reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in reflation trade — favoring assets likely to benefit from rising growth and inflation — has room to run, in our view.