report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: An equity allocation that literally pays dividends
This piece is approved to use with clients.
Market breadth has been improving. Following the dominance of mega-cap growth stocks this year, the U.S. equity market rally has broadened, with more sector, style and capitalization segments participating.
Market Outlooks
Global Weekly Commentary: Tighter policy all around
This piece is approved to use with clients.
The Bank of Japan surprised markets last week after it tweaked its yield curve control policy again, joining a tightening wave across developed markets (DM).
Market Outlooks
Talking Markets Podcast: Anatomy of a Recession Update: Gradually, Then Suddenly
This piece is approved to use with clients.
In this episode, we speak with Jeff Schulze, head of economic and market research at ClearBridge Investments about the Federal Reserve, rolling sector recessions, artificial intelligence, and receive the latest update on the ClearBridge Recession Risk Dashboard.
Fixed Income Insights
Municipal bonds: Technical tailwinds persist and credit remains strong
This piece is approved to use with clients.
Outlook on the quarter ahead from Daniel Close, Head of Municipals.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting Fed action
This piece is approved to use with clients.
U.S. Treasury yields rose slightly, retracing some of the recent rally, ahead of this week’s U.S. Federal Reserve meeting. Markets are pricing in almost 100% odds of a rate hike in the continued effort to control U.S. inflation.
Market Outlooks
Weekly Investment Commentary: Extra credit may be a plus for portfolios
This piece is approved to use with clients.
Against this backdrop of economic resilience, a likely stop to Fed rate hikes and little evidence of broadly deteriorating fundamentals, we believe commercial real estate — along with select “plus” fixed income credit sectors — warrant consideration for investors seeking higher yields and total returns.
Market Outlooks
Global Weekly Commentary: Central bank inflation fight to carry on
This piece is approved to use with clients.
The Federal Reserve and the European Central Bank (ECB) are set to hike rates again this week, yet markets have been taking this in stride.