report by BlackRock
- Filter:
- Clear Filters
- (-) Market Insights
Results for ""
Policy and Regulatory Commentary
Are “Junk Fees” A Winning Election Issue?
This piece is approved to use with clients.
If July was Republicans’ “ESG Month,” August (and potentially everything after, at least until next November) might just be Democrats’ “Junk Fee Month.”
Market Outlooks
MarketScape: A Touch of Over-Optimism with Equities Globally
This piece is approved to use with clients.
Global equities have performed well over the past month, but we think over-optimism on U.S. earnings growth in the coming years along with challenging economies in Europe and China merit caution by investors. Chief Investment Strategist for North America Chris Shipley describes how we’re positioned for this market.
Macroeconomic & Geopolitical
Anatomy of a Recession Update: Cracks in the Foundation
This piece is approved to use with clients.
Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
Market Outlooks
China Drags Down Global Equities, to Report More Economic Indicators this Week
This piece is approved to use with clients.
China reported last week deflation and significant drops in trade. This week, China is scheduled to release retail sales and industrial production as the government may consider more economic aid.
Macroeconomic & Geopolitical
AOR Update: When to expect a recession?
ClearBridge Investments: Despite improving economic sentiment now leaning the consensus view toward a soft landing, we continue to believe a recession is on the horizon.
Macroeconomic & Geopolitical
Anatomy of a Recession: Economic and Market Outlook 3Q 2023 | August 1st
This piece is approved to use with clients.
ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation appears mixed
This piece is approved to use with clients.
10-year U.S. Treasury yields rose again following mixed U.S. inflation data. July’s consumer price inflation came in close to expectations, while producer prices rose more than expected.