report by BlackRock
Results for ""
Market Outlooks
Investors See Fed Rate Increase in May, U.K. to Report Inflation This Week
This piece is approved to use with clients.
A strong U.S. jobs report sparked expectations of a more likely 0.25% Fed rate hike in May. The U.K.’s inflation is expected to remain high.
Market Outlooks
MarketScape: What Makes the Growth Stock Rally Fragile
Following two years of trailing value stocks, U.S. growth equities have sprung into the lead this year. Chief Investment Officer for Global Equities Michael Hunstad, Ph.D., analyzes why persistent inflation and the growth rally’s dependency on just a few companies may trip up growth stocks.
Market Outlooks
MarketScape: Banking Worries Fade, But Recession and Inflation Still Loom
As the most pressing concerns from the banking sector have faded, its after-effects along with inflation still could contribute to a mild recession. Chief Investment Strategist for North America Chris Shipley explains how we’ve positioned our portfolios to address limited upside.
Market Outlooks
MarketScape: Why High Yield Looks Good, and It’s Not Fundamentals
While fundamentals support the high yield bond market now, they could deteriorate during a recession. Chief Investment Officer for Global Fixed Income Thomas Swaney analyzes what still makes high yield bonds attractive, beyond the fundamentals.
Market Outlooks
Investment Perspective: Signs of Stress
This piece is approved to use with clients.
Equity markets have shown resilience, and we believe it will continue to do so, through market stress triggered by the collapse of Silicon Valley Bank.
Market Outlooks
MarketScape: The Fed’s Inflation Fight Is Still On
This piece is approved to use with clients.
The Federal Reserve’s mild rate hike after the collapse of Silicon Valley Bank doesn’t mean it’s prioritizing financial stability over price stability.
Market Outlooks
Weekly Market Update: Global Stocks Rise on Response to Banking Concerns, Inflation Reports Set for Europe and U.S. This Week
This piece is approved to use with clients.
Non-U.S. stocks led the rise, Treasury yields fell. European monetary policymakers expected to watch closely core inflation, which excludes food and energy prices.