report by BlackRock
Results for ""
Market Outlooks
Weekly Market Compass: Markets look for a foothold to climb the ‘wall of worry’
This piece is approved to use with clients.
For the most part, global stocks have had a disappointing run in recent days.
Macroeconomic & Geopolitical
Why Is Everyone in Washington Talking About Jerome Powell?
This piece is approved to use with clients.
Is the chorus loud enough yet for President Biden to dump Powell in favor of another nominee? Let’s take a look.
Market Outlooks
Weekly Market Compass: Powell reassures markets that the Fed won’t rush rate hikes
This piece is approved to use with clients.
Last week — in the dead of August — the Kansas City Fed held its annual Jackson Hole Symposium.
Market Outlooks
Weekly Market Compass: As COVID cases rise, will Powell address Fed tapering?
This piece is approved to use with clients.
Over the last several weeks, the idea that COVID-19 would soon be a problem of the past was dashed with recent data. Countries such as Israel — which I’ve described as the “gold standard” of vaccine rollouts — and the United States are experiencing a surge in COVID-19 infections.
Macroeconomic & Geopolitical
Short-Staffed
As we reported just one week after President Joe Biden’s inauguration in January, the Senate was taking more time than usual to approve the senior-most members of the president’s appointees: his cabinet.
Market Outlooks
Weekly Market Compass: The Fed’s foreshadowing may help avoid another ‘taper tantrum’
This piece is approved to use with clients.
It’s “back to school” season in many parts of the world, which always brings back warm memories for me.
Market Outlooks
Weekly Market Compass: A closer look at the Chinese tech sell-off
This piece is approved to use with clients.
I often use this blog as an opportunity to answer pressing questions from clients. And recently, it seems almost all the questions we are getting are about China – what is going on with Chinese stocks and whether investors should abandon them.
Market Outlooks
Weekly Market Compass: What’s driving low Treasury yields?
This piece is approved to use with clients.
Last week, we saw yields on US Treasuries reach fresh multi-month lows. The 10-year yield fell to 1.25% during the week, although it was able to finish the week modestly higher.
Market Outlooks
Weekly Market Compass: Markets watch closely as variants reshape COVID landscape
This piece is approved to use with clients.
Variants emerge as a global concern
The Delta variant (B.1.617) is spreading at a rapid rate, which has caused the World Health
Market Outlooks
Tech stocks’ short-term struggles may lead to long-term buying opportunities
This piece is approved to use with clients.
Technology stocks have been under pressure this year — thus far, the tech sector has been the second-worst-performing sector in the S&P 500 Index in 2021.1 However, while I don’t expect tech stocks to lead the market in performance very soon, I think there are some compelling reasons for investors with a long time horizon to treat any significant tech sell-offs as buying opportunities.