report by BlackRock
Results for ""
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
This piece is approved to use with clients.
However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
This piece is approved to use with clients.
Market response.
Fixed Income Insights
Weekly Fixed Income Commentary: A Fed pause boosts Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose after the U.S. Federal Reserve announced a “hawkish hold” at its June meeting. U.S. economic data remain mixed, with inflation reporting in line with expectations and jobless claims remaining elevated.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, markets watch the Fed
This piece is approved to use with clients.
U.S. Treasury yields rose despite softer economic data ahead of this week’s U.S. Federal Reserve meeting. We expect officials to keep rates unchanged but to take a hawkish tone.
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
This piece is approved to use with clients.
In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on healthy economic data
This piece is approved to use with clients.
U.S. Treasury yields fell last week, supported by strong economic data, the resolution of the U.S. debt ceiling standoff, and comments from U.S. Federal Reserve officials that aligned with expectations.
Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.