report by BlackRock
Results for ""
Market Outlooks
Quick Thoughts: Positioning for a timely opportunity in munis
This piece is approved to use with clients.
As markets continue to respond to an uncertain macroeconomic environment, the current fundamentals in the municipal bond market are creating an investment opportunity to capture strong after-tax total returns according to Stephen Dover, Head of Franklin Templeton Institute.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, markets watch the Fed
This piece is approved to use with clients.
U.S. Treasury yields rose despite softer economic data ahead of this week’s U.S. Federal Reserve meeting. We expect officials to keep rates unchanged but to take a hawkish tone.
Market Outlooks
Weekly Investment Commentary: AI rallies the tech troops as equities march higher
This piece is approved to use with clients.
Blockbuster potential, with some caveats. Part sci-fi cautionary tale, part celebration of the human capacity to love, Steven Spielberg’s A.I. Artificial Intelligence was released on a day in 2001 when the tech-heavy Nasdaq Composite Index closed 57% lower than its dot-com bubble peak.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on healthy economic data
This piece is approved to use with clients.
U.S. Treasury yields fell last week, supported by strong economic data, the resolution of the U.S. debt ceiling standoff, and comments from U.S. Federal Reserve officials that aligned with expectations.
Market Outlooks
Weekly Investment Commentary: Farmland: Cream of the inflation hedge crop?
This piece is approved to use with clients.
Real assets — historically an effective hedge against inflation — appear well-suited for the current backdrop.
Fixed Income Insights
Weekly Fixed Income Commentary: Hawkish Fed rhetoric boosts Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose after hawkish comments from U.S. Federal Reserve officials.