report by BlackRock
- Filter:
- Clear Filters
- (-) Market Insights
Results for ""
Market Outlooks
Global Weekly Commentary: The new nominal, accelerated
This piece is approved to use with clients.
The Democrats’ newly gained majority in U.S. Congress paves the way for greater public spending but the narrow margin limits the scope for higher taxes, in our view. We expect this outcome to speed up “the new nominal”, or our expectations for stronger growth coupled with stable nominal yields, even as a more infectious virus strain threatens to make the path to a full activity restart more bumpy.
Market Outlooks
Weekly Market Compass: It was a week of surprise, horror and disappointment. Why didn’t stocks react?
This piece is approved to use with clients.
The past week has been a momentous one, to say the least. It was filled with surprise, horror and disappointment — certainly in the US, but also for those watching around the world.
Market Outlooks
AAM Viewpoints: Light at the end of the tunnel
This piece is approved to use with clients.
The year 2020 and the start of 2021 will be burned into the collective consciousness for quite some time for a myriad of reasons and given this we probably shouldn’t rehash every headline here. However, from an investment standpoint we can summarize 2020 very simply as:
Market Outlooks
Weekly Investment Commentary: Equities begin 2021 strongly, although downside risks remain
This piece is approved to use with clients.
Stocks started 2021 on a positive note. All major indexes rose at least 1.5% last week, and small caps soared higher by nearly 6%. Investors focused on the positives of stronger 2021 economic expectations and hopes for smooth vaccine rollouts, looking past stretched equity valuations.
Fixed Income Insights
Weekly Fixed Income Commentary: Democratic victories boost Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields closed higher last week, led by longer maturities. Democratic victories in both Georgia Senate races led investors to expect significantly more fiscal stimulus, which could further spark economic growth. The Federal Reserve (Fed) reaffirmed that asset purchases would continue until “substantial further progress” was made toward its goals.
Market Outlooks
Weekly Macro Update: A Recipe for the Next Financial Crisis
This piece is approved to use with clients.
It may not come soon or deliver the same shock, but the ingredients that triggered so many predecessors are already coming into view.
Market Outlooks
BMO Market Charts - January 11, 2021
This piece is approved to use with clients.
As interest rates have fallen, it has become increasingly difficult to generate income. At the end of 1980, less than $10k invested in the 10-Year US Treasury Bond would have generated $1k of annual income. Today, an investment of $108k would be needed to do the same.
Market Outlooks
Weekly Market Snapshot: January 08, 2021
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
PMC Weekly Market Brief - January 11, 2021
PMC Weekly Market Brief - January 11, 2021