report by BlackRock
Results for ""
Macroeconomic & Geopolitical
MarketScape: Inflation May Have Peaked, but Uncertainty Looms
This piece is approved to use with clients.
Stocks have rebounded on signs that U.S. inflation may have peaked, but investors face potentially muted returns while the risk of sticky inflation remains.
Market Outlooks
Taking the Long View on Market Volatility: A Global Equities Conversation
This piece is approved to use with clients.
Structural shifts in the global economy and market dynamics continue to drive volatility in equities: what should smart investors be doing right now?
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Views, August 2022
This piece is approved to use with clients.
Hear Investment Strategist, Jeff Schulze discuss how we’re at a crossroads where a recession or a soft landing could potentially happen.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields remain flat as inflation softens
This piece is approved to use with clients.
U.S. Treasury yields were broadly flat and spread assets outperformed following lower-than-expected inflation data. The yield curve ended the week even more deeply inverted.
Market Outlooks
Weekly Investment Commentary: Neither bubble nor bottom for U.S. housing market
This piece is approved to use with clients.
Real estate investors should be well positioned, especially if their sector and regional exposures are aligned with prevailing demographic and supply/ demand trends. Builders are still playing catch-up from the global financial crisis, with housing starts still above trend.
Market Outlooks
Global Weekly Commentary: Caution: earnings under pressure
This piece is approved to use with clients.
We see company earnings deteriorating amid a rotation in consumer spending and a sputtering restart. This is partly why we remain cautious on stocks.