Latest ideas and analyses related to stagflation

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Global Macro

+10 pts





By javiersb7 on Oct. 20, 2021, 4:45 a.m.
Tagged topics: safe haven , Santa Claus Rally , Goldman Sachs , flight to safety , stagflation , reflation , gold

Views: 2, Votes: 1, Responses: 0, Attachments: 0
Global Macro

+39 pts



Safety check - outlook for safe assets into year-end

By ethonomics on Oct. 19, 2021, 11:55 a.m.
Tagged topics: Goldman Sachs , flight to safety , stagflation , reflation

Views: 21, Votes: 4, Responses: 1, Attachments: 2
US Macro

+6 pts





By uniqueerique on Oct. 19, 2021, 7:40 a.m.
Tagged topics: Morgan Stanley , inflation fears , stagflation

Views: 1, Votes: 2, Responses: 0, Attachments: 0
GLEN , RIO , AAL , BHP

+32 pts



Long SXPP on reflation still alive before speaking of stagflation

By javiersb7 on Oct. 19, 2021, 5:36 a.m.
Tagged topics: inflation , stagflation , basic resources

Views: 18, Votes: 2, Responses: 0, Attachments: 0
US Macro

+44 pts



Stagflation? No. Inflation? Yes. Morgan Stanley economists bullish on energy and financial stocks

By underdog on Oct. 18, 2021, 6:59 p.m.
Tagged topics: Morgan Stanley , inflation fears , stagflation

Views: 31, Votes: 6, Responses: 1, Attachments: 2
REITs

+43 pts



Stagflation? The '05 Playbook

By cassie on Oct. 13, 2021, 9:47 a.m.
Tagged topics: Morgan Stanley , real estate , stagflation

Views: 39, Votes: 7, Responses: 0, Attachments: 2
Global Macro

+39 pts



Goldman says easy part of Covid recovery is over, as growth slows and prices rise globally

By ethonomics on Oct. 12, 2021, 12:22 p.m.
Tagged topics: economic recovery , Goldman Sachs , stagflation

Views: 83, Votes: 3, Responses: 0, Attachments: 2
XLE , XLV , XLF , US Macro

+5 pts





By fitot7 on Oct. 12, 2021, 9:43 a.m.
Tagged topics: Goldman Sachs , inflation fears , stagflation , peak inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+1 pts





By nit on Oct. 12, 2021, 9:01 a.m.
Tagged topics: Goldman Sachs , inflation fears , stagflation , peak inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro

+1 pts





By mohamad.mollaei on Oct. 11, 2021, 5:03 p.m.
Tagged topics: Goldman Sachs , inflation fears , stagflation , peak inflation

Views: 1, Votes: 1, Responses: 0, Attachments: 0