report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Bullish on bonds
This piece is approved to use with clients.
We believe the recent increase in bond yields has created ample opportunity for investors to benefit from what should be several rate cuts this year (beginning later than markets expect).
Fixed Income Insights
Weekly Fixed Income Commentary: Strong economic data boost U.S. Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose on healthy U.S. economic data and hawkish central bank commentary.
Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
This piece is approved to use with clients.
Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.
Fixed Income Insights
Weekly Fixed Income Commentary: Steady inflation data pressure Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields fell and risk assets rallied after U.S. inflation data met expectations.
Market Outlooks
Weekly Investment Commentary: When market and election cycles meet
This piece is approved to use with clients.
Our concern about potential risks in the year ahead informs our current equity market views: We suggest focusing less on cyclical exposures in favor of more defensive, less economically sensitive areas.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise after a 2023 year-end rally
This piece is approved to use with clients.
U.S. Treasury yields rose on generally strong U.S. economic data. Jobs showed a net gain in December, with the unemployment rate remaining flat. However, the declining quits rate signals softer conditions ahead.
Market Outlooks
Weekly Investment Commentary: Prepare for a plateau, not a plummet, in rates
This piece is approved to use with clients.
Persistently higher-for-longer rates may tempt some investors to plead, “Stop the ride – I want to get off!” But we see investment opportunities that make staying on board a better choice.
Market Outlooks
Flexibility, resilience and opportunity
This piece is approved to use with clients.
Our investment teams share where they see investment opportunities across asset classes in our latest Global Investment Outlook. Is an economic slowdown expected in 2024? Diverse views are presented on interest rates and inflation, investment opportunities, risks, and potential surprises.
Market Outlooks
Stabilization might be enough
This piece is approved to use with clients.
In this Allocation Views, our Franklin Templeton Investment Solutions team see recession risks moderating in some developed economies, led by the United States, but still anticipate a period of below-trend growth to continue into 2024.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed drives Treasury yields lower
This piece is approved to use with clients.
U.S. Treasury yields declined after the U.S. Federal Reserve kept rates steady at their 22-year high.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
This piece is approved to use with clients.
Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting inflation data and the Fed
This piece is approved to use with clients.
U.S. Treasury yields rose after the prior week’s rally, amid strong labor market data. This week we expect another modest rise in core U.S. inflation and no change to U.S. Federal Reserve policy.