The Reflation Narrative
Source: SeekingAlpha
2026-02-06 05:30:00 ET
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation. As I discussed at our recent 2026 Investment Summit, the markets are banking on the effects of the passage of the OBBBA, tax cuts, and deregulation to fuel earnings and profit growth in 2026....
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The Reflation Narrative
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