report by BlackRock
Results for ""
Policy and Regulatory Commentary
Weekly Allon Blog: Who Will Be On The Presidential Debate Stages?
This piece is approved to use with clients.
What are early polling numbers telling us about the GOP and Democratic presidential primary races and who will be included in the primary debates?
Fixed Income Insights
Weekly Fixed Income Commentary: A Fed pause boosts Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose after the U.S. Federal Reserve announced a “hawkish hold” at its June meeting. U.S. economic data remain mixed, with inflation reporting in line with expectations and jobless claims remaining elevated.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, markets watch the Fed
This piece is approved to use with clients.
U.S. Treasury yields rose despite softer economic data ahead of this week’s U.S. Federal Reserve meeting. We expect officials to keep rates unchanged but to take a hawkish tone.
Portfolio Construction Insights
4 Reasons to Get Excited About HVAC
This piece is approved to use with clients.
Looking at one key area of industrials—heating, ventilation, and air conditioning (HVAC)—we believe there are enough tailwinds to suggest solid growth.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline on healthy economic data
This piece is approved to use with clients.
U.S. Treasury yields fell last week, supported by strong economic data, the resolution of the U.S. debt ceiling standoff, and comments from U.S. Federal Reserve officials that aligned with expectations.
Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.
Policy and Regulatory Commentary
Staying Positive: What Happens When (If?) A Debt Limit Deal Is Struck?
The brinksmanship continues. The two parties still have not struck a deal to lift the federal borrowing limit.