Search Results for: reflation

Reflation Trade Positioning Indicator Is the reflation trade over? Image: Topdown Charts

Markets Performance – Reflation Trade Has the reflation trade run its course already? Image: Goldman Sachs Global Investment Research

Reflation Trade – U.S. Bond and Equity Markets Is the U.S. reflation trade still alive? Image: BCA Research

Reflation Sentiment – Total Return in Local Currency Is the great reflation trade still alive? Image: Goldman Sachs Global Investment Research

S&P 500 – 1940’s Reflation Analog If inflation rises a little and real rates go lower, it could be bullish for stocks. Image: Fidelity Investments

China Credit Impulse – Reflation Cycle This chart shows that China credit impulse has not yet boosted relative earnings. Credit impulse is the change in new credit issued as a percentage of GDP. Image: Fidelity Investments

Correlation Patterns Across Macro Assets – Relationship with Growth-Driven Inflation vs. Relationship with Adverse Inflation Should investors expect reflationary dynamics to dominate? Image: Goldman Sachs Global Investment Research

FMS Investor – Small Cap Stocks Will Beat Large Cap Stocks Is the reflation trade already over? Image: BofA Global Fund Manager Survey

Commodity Spot Index Are commodities poised for a new bull market as a reflation play? Image: Bloomberg

U.S. Corporate Profits vs. S&P 500 EPS The current divergence between large-cap profits and the rest of the economy is the widest on record. It is possible to close the gap “down” (recession) or “up” (reflation). Image: BofA Global Research