China Edges Toward Reflation, Lifts Stocks Bloomberg (Mar 27, 2026): CSI 300 rose 7.1% in Q1 2026; manufacturing PMI hit 50.3 in Mar 2026; new yuan loans CNY 2.1tn — signaling emerging reflation.

China Edges Toward Reflation, Lifts Stocks: Bloomberg (Mar 27, 2026): CSI 300 rose 7.1% in Q1 2026; manufacturing PMI hit 50.3 in Mar 2026; new yuan loans CNY 2.1tn — signaling emerging reflation. 👈 Read full analysis #China #Reflation #CSI300 #StockMarket #Investing

(my two cents)
#China and global #commodity rally → raises #raw material prices → lifts #upstream #PPI - but - weak domestic demand → downstream manufacturers can’t raise prices → limits broad #reflation - chart @bloomberg.com

India Emerging As Bright Spot Among EMs As Financial Markets Move Into Reflationary Phase: Report Equirus Wealth reports India as a standout among emerging markets, driven by policy-led growth, resilient GDP, and potential for higher global investment amid a reflationary cycle.

Web Server Hosting India Emerging As Bright Spot Among EMs As Financial Markets Move Into Reflationary Phase: Report Arise Server #India #EmergingMarkets #FinancialMarkets #Reflation #Investments

#FX
If #Fed cuts its policy rate in the coming quarters the expectation of eventual #reflation should put upward pressure on term premiums - helping UST curve steepen further, chart @reuters.com
www.reuters.com/markets/euro...

marketwatch.com

Sentiment soars & #inflation expectations sink, again putting "ordinary Americans" at odds with "experts" #reflation http://on.mktw.net/2gkIOq2