report by BlackRock
Results for ""
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields snap long selloff streak
This piece is approved to use with clients.
Long U.S. Treasury yields fell for the first time in months, and fixed income assets rallied broadly as a result. The U.S. Federal Reserve is expected to hike rates another 75 basis points on Wednesday.
Market Outlooks
Weekly Investment Commentary: What’s scarier: central banks or inflation?
This piece is approved to use with clients.
A cash conundrum. Immutable central bank policy has dampened investor enthusiasm across many markets and asset classes.
Market Outlooks
Global Weekly Commentary: Central banks tightening from all sides
This piece is approved to use with clients.
Markets are rallying on hopes policy tightening is nearing an end – prematurely, in our view.
Fixed Income Insights
Weekly Fixed Income Commentary: Fed chatter boosts Treasury yields further
This piece is approved to use with clients.
Long U.S. Treasury yields continued to rise, though the short end rallied on less hawkish signals from the U.S. Federal Reserve. Following an almost certain 75 basis point hike in November, the magnitude of future hikes is less assured.
Market Outlooks
Weekly Investment Commentary: Revisiting REITs
This piece is approved to use with clients.
It might be time to consider taking some real estate allocations public. Both public and private real estate investments have provided healthy returns during past rate hike cycles.
Market Outlooks
Global Weekly Commentary: Recession eclipses U.S. midterm result
This piece is approved to use with clients.
Equities usually do well after U.S. midterms. Why? Gridlock is common and prevents policy change that could spook stocks.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation surprises continue
This piece is approved to use with clients.
U.S. Treasury yields rose further last week. Inflation surprised to the upside again, driving interest rates higher and pressuring fixed income returns. Spread assets weakened amid elevated volatility.