report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Concern over rising rates persists
This piece is approved to use with clients.
Equities struggled with another week of volatility driven by elevated rates. The S&P 500 finished in positive territory (+0.8%) thanks to a couple of daily gains of 2% or more, while the tech-heavy Nasdaq fell 2.1%.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields continue their march higher
This piece is approved to use with clients.
U.S. Treasury yields rose again last week, with 10-year yields reaching 1.57%, as economic data continued to beat expectations and policy remained stimulative.
Market Outlooks
Global Weekly Commentary: Leaning further into cyclicality
This piece is approved to use with clients.
The UK has led the developed world in the pace of its vaccine rollout, with the euro area set to catch up after a slower start. Vaccine rollouts and fiscal spending are paving the way for an accelerated global restart, reflected in a recent rise in real rates. This supports a broadening of the cyclical tilt in our tactical views, with our recent debut of a UK equities overweight and upgrading euro equities to neutral.
Market Outlooks
RealAccess | Global insights for real estate investors, Issue 2
Trends igniting growth in the industrial sector.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise sharply on positive economic expectations
This piece is approved to use with clients.
U.S. Treasury yields rose sharply, the fourth consecutive weekly increase and the longest streak since 2018. The moves were volatile at times, but yields moderated to end the week down from their peaks.
Market Outlooks
Weekly Investment Commentary: Inflation fears weaken investor sentiment
This piece is approved to use with clients.
The S&P 500 fell by 2.5% for the week, with growth stocks outperforming value for the first time in nine trading sessions. The rotation into value may have been temporarily stalled, due to potentially oversold conditions combined with decreasing yields.