report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: New regime fuels narrative flip flops
This piece is approved to use with clients.
We‘re in an unprecedented macro environment that is driving constant shifts in the market narrative: from hopes of avoiding recession to fears good macro news could be bad for markets in just a few months. We see the market moving with data as if we’re in a normal business cycle.
Market Outlooks
PMC Weekly Market Brief - September 11, 2023
PMC Weekly Market Brief - September 11, 2023
Market Outlooks
Global Weekly Commentary: Favoring short-term bonds long term
This piece is approved to use with clients.
Sovereign bond yields have surged this year, with U.S. long-term yields hitting 16-year highs last month. We prefer short-term government bonds over credit. We go underweight high quality credit on a strategic view of five years and longer and trim our overall underweight to sovereign bonds.
Market Outlooks
PMC Weekly Market Brief - September 5, 2023
PMC Weekly Market Brief - September 5, 2023
Policy and Regulatory Commentary
Primary Debates Past and Present
This piece is approved to use with clients.
With apologies for being the bearer of bad news, the 2024 election is upon us. Officially. Tonight marks the first Republican primary debate of the presidential election cycle...