report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Macro outlook retakes spotlight
This piece is approved to use with clients.
Last week’s U.S. debt ceiling deal removes near-term uncertainty and thrusts the market’s focus back to the macro picture: sticky inflation due to tight labor markets.
Market Outlooks
Global Weekly Commentary: Markets now accept rate cuts unlikely
This piece is approved to use with clients.
We’ve been saying since the end of 2022 that rate cuts this year would be unlikely as inflation sticks around.
Market Outlooks
Global Weekly Commentary: Public or private? A strategic question
This piece is approved to use with clients.
The banking tumult has reshaped opportunities for income: We now favor private over public credit on a strategic horizon of five years and longer.
Market Outlooks
Is There A Default Playbook?
This piece is approved to use with clients.
In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
Market Outlooks
Municipal Bonds: How Utilities May Deliver Resilience In Recession
This piece is approved to use with clients.
U.S. municipal utility bonds – backed by issuers who provide water, sewer and electricity – have limited losses during past recessions, providing investors with an opportunity to fortify their portfolios against economic weakness by investing in strategies holding utility bonds.
MarketScape: Investing for a Possible Fed Rate Plateau
This piece is approved to use with clients.
With a potential Federal Reserve pause coming, we are overweight high yield bonds and natural resource stocks. Chief Investment Strategist for North America Chris Shipley analyzes how inflation, the labor market and bank lending may affect investors and the Fed’s decisions.