Sentences with phrase «see global reflation»

We see global reflation and a weak yen propelling Japanese stocks higher on a currency - hedged basis.

We see global reflation running further in 2017 and spurring a modest rise in global bond yields.

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.

With regards to EM equities in particular, we like them because we see companies improving profitability and benefiting from global reflation.

We see this pointing to an even bigger earnings boost from stronger global activity as reflation accelerates and broadens.

Spreading global reflation is driving a long - awaited rebound in global corporate earnings, with the sharpest recoveries seen outside the U.S..

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.

With regards to EM equities in particular, we like them because we see companies improving profitability and benefiting from global reflation.