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 ...

China's economy appears to be absorbing the early impact of the Iran war, with inflation trending higher and the CNY emerging ...

• U.S. retail sales growth declined in May (-1.3%), led by building materials and motor vehicles, but still remains positive compared to pre-pandemic trends. • Initial jobless claims rose for the ...

Shuang Ding from Standard Chartered says China’s 5% GDP growth was driven by a strong trade surplus, with nominal growth ...

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 ...

The recent jump in global bond yields represents a reflationary reawakening just a year after deflation and recession fears were dominant. Is this another false dawn? We don't think so. This is an ...