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).
Policy and Regulatory Commentary
Primary Debates Past and Present
This piece is approved to use with clients.
With apologies for being the bearer of bad news, the 2024 election is upon us. Officially. Tonight marks the first Republican primary debate of the presidential election cycle...
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.
Policy and Regulatory Commentary
Are “Junk Fees” A Winning Election Issue?
This piece is approved to use with clients.
If July was Republicans’ “ESG Month,” August (and potentially everything after, at least until next November) might just be Democrats’ “Junk Fee Month.”
Market Outlooks
China Drags Down Global Equities, to Report More Economic Indicators this Week
This piece is approved to use with clients.
China reported last week deflation and significant drops in trade. This week, China is scheduled to release retail sales and industrial production as the government may consider more economic aid.
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
July Ends with Solid Global Stock Gain, US Inflation May Rise
This piece is approved to use with clients.
Natural resource stocks drove July gains with economic stimulus in China. July inflation may rise to 3.3% while core inflation could stay steady.