report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: We anticipate more market leadership shifts
This piece is approved to use with clients.
Global equities were mixed last week, with U.S. markets faring better than their non-U.S. counterparts. Large-caps outperformed small caps, while growth underperformed value.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall on rising demand
This piece is approved to use with clients.
U.S. Treasury yields stabilized, with 10-year yields falling -5 basis points (bps) and the yield curve flattening, after seven consecutive weeks of bear steepening. There was some evidence that buyers stepped in to purchase U.S. bonds after significant underperformance versus equities ahead of quarter end.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as the Fed upgrades its outlook
This piece is approved to use with clients.
10-year U.S. Treasury yields rose another 10 basis points (bps) last week, the seventh consecutive weekly increase, and are now up 65 bps over that period. The Federal Reserve (Fed) upgraded its economic forecasts but maintained its commitment to keep rates at zero over the medium term, pushing long-term interest rates higher.
Market Outlooks
Weekly Investment Commentary: Expect volatility as the focus returns to the Fed
This piece is approved to use with clients.
Equity markets fell last week driven by investors’ reaction to the Federal Reserve meeting, which underscored expectations for a strong economic recovery, but did little to quell fears over rising inflation and bond yields.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise again, with brightening economic outlook
This piece is approved to use with clients.
U.S. Treasury yields rose again last week, though risk assets stabilized. Lower-rated credit outperformed and emerging markets saw renewed investor demand.
Market Outlooks
Weekly Investment Commentary: A rates-driven correction creates opportunities in growth stocks
This piece is approved to use with clients.
Equity markets saw gains as Treasury yields stabilized early last week.
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%.