report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
This piece is approved to use with clients.
Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Policy and Regulatory Commentary
Tax Trick or Treat?
With Halloween just a few days away, Democrats are still trying to decide what treats they will include in their slimmed-down Build Back Better legislation.
Market Outlooks
AAM Viewpoints: Credit trends: Are we about to hit the inevitable skids?
This piece is approved to use with clients.
There is increasing chatter in the markets relating to a confluence of events that could lead to the reversal of our currently benign credit environment.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
This piece is approved to use with clients.
Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.
Policy and Regulatory Commentary
Virginia As a Bellwether for the Midterms?
Have you enjoyed the 11-month break in political advertisements since last year’s presidential and congressional elections?
Market Outlooks
AAM Viewpoints – Keeping an eye on earnings…and profit margins
This piece is approved to use with clients.
A highly anticipated earnings season is underway as equity markets balance an economic recovery that has been slowed by the delta variant with stretched valuations that need continued earnings growth to be supported at these levels.
Market Outlooks
Global Weekly Commentary: 1970s stagflation? It’s the opposite
This piece is approved to use with clients.
Prices have climbed around the world, with commodities prices surging and U.S. inflation hitting a 13-year high.
Market Outlooks
Student of the Market: October
Stay on top of changing market environments by learning from their historical parallels.