report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Neither bubble nor bottom for U.S. housing market
This piece is approved to use with clients.
Real estate investors should be well positioned, especially if their sector and regional exposures are aligned with prevailing demographic and supply/ demand trends. Builders are still playing catch-up from the global financial crisis, with housing starts still above trend.
Market Outlooks
Global Weekly Commentary: Caution: earnings under pressure
This piece is approved to use with clients.
We see company earnings deteriorating amid a rotation in consumer spending and a sputtering restart. This is partly why we remain cautious on stocks.
Fixed Income Insights
Weekly Fixed Income Commentary: Hawkish Fedspeak boosts Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose, led by shorter maturities. Hawkish commentary from U.S. Federal Reserve officials and strong economic data are causing expectations for future interest rates to move higher.
Market Outlooks
Global Weekly Commentary: Why we like credit over equities
This piece is approved to use with clients.
We prefer investment grade (IG) credit over equities on a tactical horizon as we see a new market regime with higher volatility taking shape.
Market Outlooks
Weekly Investment Commentary: A preferred take on the financials sector
This piece is approved to use with clients.
For tax-sensitive income investors, preferreds can be a source of taxefficient income that diversifies municipal bond holdings and other investments.