report by BlackRock
Results for ""
Market Outlooks
Weekly Wire: The US continues to lead the global equity market race
This piece is approved to use with clients.
When it comes to the global equity market race, well, it hasn’t been much of a race. With US equities – as measured by the S&P 500 Index (S&P 500) – up 254% over the past 10 years and 18% in 2019 vs. developed international equities – as measured by the MSCI EAFE Index – up 74% and 10% and emerging international equities – as measured by the MSCI EM Index – up 90% and 7%, respectively, through the end of August.
Market Outlooks
Weekly Investment Commentary: We may be seeing a shift toward cyclical and value styles
This piece is approved to use with clients.
Global stock markets enjoyed a third week of gains, as global monetary policy continued to ease and as trade tensions lessened (or at least did not get worse). The European Central Bank ramped up its easing policies and the Federal Reserve looks set to cut rates this week, which helped the overall risk-on sentiment.
Market Outlooks
Weekly Investment Commentary: Equity prices rise again, largely erasing recent losses
This piece is approved to use with clients.
Equity markets extended their gains for a second week, following a four-week losing streak. Investor sentiment was boosted by news that the U.S. and China plan to meet early next month to discuss trade issues, although it is still unclear how much progress may be made.
Market Outlooks
Weekly Wire: Was that big market drop really so big? Why context is key.
This piece is approved to use with clients.
Context is key to analyzing and understanding the economy and markets and making informed decisions that lead to successful investment outcomes. Nowhere is context more important than near-term stock market moves, particularly when it comes to the Dow Jones Industrial Average (the Dow).
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields decline amid risk-on sentiment
This piece is approved to use with clients.
U.S. Treasury yields closed slightly lower last week, with less volatile intra-week shifts. Longer maturities led the decline, and the yield curve flattened further.
Market Outlooks
Weekly Investment Commentary: Trade tensions continue to cause economic damage
This piece is approved to use with clients.
A sense of easing in the ongoing U.S./China trade dispute helped investor sentiment last week, as did an overall feeling that prices may have fallen too far too quickly. Equities rallied last week, breaking a four-week losing streak, with the S&P 500 Index climbing 2.8%.1
Market Outlooks
Weekly Wire: Don’t get down if the markets aren’t dancing in September
This piece is approved to use with clients.
It’s been a positive – if somewhat bumpy – year for US equities, with the S&P 500 Index (S&P 500) up about 17% in 2019, despite pullbacks of about 7% in May and August. The robust performance of the US stock market isn’t surprising given the US economy has grown about 2.5% year-to-date, corporate profits are up year over year (albeit modestly), unemployment is low, consumer confidence is high, and inflation is muted.
Market Outlooks
Weekly Fixed Income Commentary: Treasury yields mixed due to global trade and the Fed
This piece is approved to use with clients.
U.S. Treasury yields closed mixed last week, with the 2-year ending higher and longer maturities unchanged or slightly lower. But the weekly change masked intra-week volatility. Friday saw the biggest shift, in response to China’s announcement of retaliatory tariffs.