The primary theme in capital markets remains the “reflation trade.” Buoyed by expectations for a $1.9 trillion Biden administration fiscal package, for continued easy monetary policies from the ...

Reflation trades are getting a new lease on life after the Democrats edged closer to Senate control in Georgia’s runoff elections. Small-cap stocks and banks are winning while the yield curve is ...

A last gasp or a second wind? Cyclically sensitive stock-market sectors led a sharp stock-market rebound Monday, but peaking inflation expectations and a volatile cross-asset reaction to last week’s ...

M2’s 2.6% annual increase through September is modest by historical standards, but the rising tide appears on track to persist in the near term, based on recent upside momentum. That by itself isn’t ...

While bitcoin's blockchain data shows signs of green shoots, the macro environment doesn't appear conducive to a bullish revival. In particular, the unwinding of the reflation trade – or bets that ...