Sentences with phrase «of global reflation»

But the underlying economic expectations that steeper yield curves imply is of global reflation — higher growth and with it higher inflation.

Other signs of global reflation include a rebound in inflation expectations from mid-2016 lows, a bottoming out in core inflation and wages, and a synchronized pick - up in economic activity indicators and corporate earnings estimates.

We are in the early stages of a global reflation cycle that started in mid-2016.

Not exact matches

Bottom line: We see the current bout of reflation having a bigger impact boosting activity in China and EMs, helping the global reflation story play out for longer.

Wage growth, long missing in the post-crisis expansion, is a crucial part of the reflationary dynamic, as we write in our new Global Macro Outlook Waking up to reflation.

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.

We see this dynamic as alive and well, with the global economy moving from acceleration to a phase of sustained growth, as I write in my new Fixed Income Strategy piece Reevaluating reflation.