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.
Not exact matches
At the same time those assets that faded as investors embraced
reflation have rallied,
including gold, emerging markets and the Japanese yen.
Yet strong equity returns globally,
including Japanese small caps, suggest our
reflation theme is intact.
Yet strong equity returns globally,
including Japanese small caps, suggest our
reflation theme is intact.
At the same time those assets that faded as investors embraced
reflation have rallied,
including gold, emerging markets and the Japanese yen.