report by BlackRock
- Filter:
- Clear Filters
- (-) Market Insights
Results for ""
Market Outlooks
Weekly Macro Update: Central Banks & Cheap Oil Keep on Rollin'
This piece is approved to use with clients.
Central banks have turned accommodative as oil prices continue to decline and digital taxes on tech companies are likely to be implemented by early Spring. Watch for FOMC and BOJ meetings next week for further easing.
Market Outlooks
A 30 year perspective, and a bit more perspective on the 30-year mortgage
This piece is approved to use with clients.
Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
Market Outlooks
Global Weekly Commentary: Policy response to virus takes shape
This piece is approved to use with clients.
The coronavirus outbreak has continued to roil markets, even as significant monetary policy steps have been taken. Uncertainties related to the outbreak give public health officials a strong incentive to act aggressively to mitigate its human toll. These measures, though temporary in nature, slow economic activity, sometimes precipitously. We believe this will eventually set the scene for a strong rebound, but a decisive policy response is needed to safeguard fundamentals.
Market Outlooks
Weekly Market Compass: Could the surge in market volatility signal the end of the current market cycle?
This piece is approved to use with clients.
Last Friday, Russia surprised markets by refusing the production cuts the rest of OPEC+ supported — cuts that were needed to stabilize oil prices in the face of the coronavirus-related hit to global demand. Saudi Arabia responded over the weekend by announcing an actual increase in oil production. This comes on the heels of an announcement by Italy effectively shutting down much of northern Italy.
Market Outlooks
A PERFECT STORM: PANDEMIC, PETROLEUM AND POLITICS
This piece is approved to use with clients.
Stocks were hit hard yesterday as coronavirus fears spread, oil prices plummeted, and uncertainties on the political front continued to linger.
Market Outlooks
AAM Viewpoints: Are Bonds Smarter Than Stocks?
This piece is approved to use with clients.
Prior to the outbreak of the coronavirus, the domestic economy appeared to be on solid footing with reasonable growth prospects and no inflation in sight (as measured by the Fed). Since that time, economic impacts regarding the spread of the virus have taken center stage as interruptions to supply chains and global travel have been felt to varying degrees around the globe.
Market Outlooks
Weekly Wire: A 30 year perspective, and a bit more perspective on the 30-year mortgage
This piece is approved to use with clients.
Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
Market Outlooks
Weekly Fixed Income Commentary: Magnified coronavirus fears send Treasury yields toward zero
This piece is approved to use with clients.
Financial markets continued struggling to assess the broader implications of the spreading coronavirus. The 10-year U.S. Treasury yield breached 1% for the first time ever on Tuesday, before closing the week at 0.76%.