report by BlackRock
Results for ""
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue to climb on escalating Fed rhetoric
This piece is approved to use with clients.
U.S. Treasury yields rose yet again as the U.S. Federal Reserve (Fed) continued to ratchet up its hawkish tone.
Market Outlooks
Weekly Investment Commentary: The tide has yet to turn for non-U.S. equities
This piece is approved to use with clients.
For now, we advocate underweighting non-U.S. equities as part of a strategic asset allocation, due to the lack of positive catalysts in key markets.
Market Outlooks
Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
This piece is approved to use with clients.
Global economic outlook now fraught with risks.