report by BlackRock
Results for ""
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation surprises continue
This piece is approved to use with clients.
U.S. Treasury yields rose further last week. Inflation surprised to the upside again, driving interest rates higher and pressuring fixed income returns. Spread assets weakened amid elevated volatility.
Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
This piece is approved to use with clients.
Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.
Fixed Income Insights
Weekly Fixed Income Commentary: Strong U.S. jobs report boosts Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields ended the week modestly higher and risk assets rebounded last week, as volatility persisted.
Market Outlooks
Weekly Investment Commentary: Real estate offers a shelter from inflation
This piece is approved to use with clients.
When the rate market sneezes (as it has this year), other asset classes are at risk of catching a cold; and commercial real estate is no exception.
Fixed Income Insights
Weekly Fixed Income Commentary: Market volatility continues as Treasury yields rise further
This piece is approved to use with clients.
U.S. Treasury yields continued to rise and market volatility picked up materially, in part due to challenges in the UK government bond market. These events led to weakness across risk assets.
Market Outlooks
Weekly Investment Commentary: Is fixed income a phoenix set to rise?
This piece is approved to use with clients.
It’s been a crash-and-burn year for fixed income.