report by BlackRock
Results for ""
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall sharply on promising economic data
This piece is approved to use with clients.
U.S. Treasury yields fell across the curve to start the year.
Market Outlooks
Global Weekly Commentary: Why 2023 will be different
This piece is approved to use with clients.
We see three shifts shaping 2023 as the new regime keeps playing out. First, we see DM economies facing recession.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
This piece is approved to use with clients.
We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.
Market Outlooks
Global Weekly Commentary: Three investment lessons for 2023
This piece is approved to use with clients.
The historic shocks of 2022 – war, soaring inflation and a perfect market storm – shape our three investment lessons for the new year.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as the Fed hikes once more
This piece is approved to use with clients.
U.S. Treasury yields fell last week. The November U.S. CPI report showed a smaller-than-expected monthly increase.
Market Outlooks
Weekly Investment Commentary: 2023: Shifting gears from inflation to recession
This piece is approved to use with clients.
For equities, the best offense is a good defense — in the near term. Heading into year-end, we continue to prefer defensive equity positioning, allocating to dividend growth stocks and U.S. public infrastructure, which can serve as a hedge against sticky inflation.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, anticipating another Fed rate hike
This piece is approved to use with clients.
U.S. Treasury yields rose and the curve continued to flatten on higher inflation data.