report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Post-Jackson, it’s time to start filling duration holes
This piece is approved to use with clients.
With the anticipated end of the U.S. rate hiking cycle as a backdrop, we analyzed the returns of the broad bond market versus short-term Treasuries during historical periods when the Fed paused (Figure 2).
Market Outlooks
Weekly Investment Commentary: Where to invest if consumer strength fades
This piece is approved to use with clients.
A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.
Market Outlooks
Weekly Investment Commentary: Markets hang on as summer rumbles along
This piece is approved to use with clients.
Demand despite downgrade should remain strong. We don’t think the U.S. will struggle to find buyers for Treasury securities, which could cause yields to rise. U.S.
Market Outlooks
Global Weekly Commentary: Three takeaways from U.S. earnings
This piece is approved to use with clients.
U.S. corporate earnings have stagnated over the past year even as Q2 earnings improved a bit on better profit margins.
Market Outlooks
Templeton Global Macro Insights
This piece is approved to use with clients.
Opportunities for diversification outside the United States.