report by BlackRock
- Filter:
- Clear Filters
- (-) article
- (-) video
Results for ""
Market Outlooks
AAM Viewpoints: 2022: Will it be Deja vu, a Re-do or Something New?
This piece is approved to use with clients.
As we embark on the final two weeks of a challenging and unpredictable year, it seems the next year will resemble its predecessor, but with some unique and important differences.
Market Outlooks
AAM Viewpoints: Last call for fed punchbowl; Warnings for a bumpy 2022
This piece is approved to use with clients.
Last December my Viewpoints article was titled, “Let’s Party Like Its 1999!” In that article we looked forward to 2021 as a year when the euphoria was similar to 1999.
Market Outlooks
AAM Viewpoints: Omicron who? Municipals unfazed by new covid variant
This piece is approved to use with clients.
After a relatively benign 4th quarter, characterized by a risk-on mentality, market uncertainty ramped up heading into year end on the heels of the recently identified omicron Covid variant closely followed by a hawkish inflation pivot by the Federal Reserve.
Market Outlooks
AAM Viewpoints: Goldilocks and the “3 bulls economy”
This piece is approved to use with clients.
This past week witnessed a continuation of solid economic figures supporting the notion that the 3rd quarter slowdown scare is fading further into the rearview mirror.
Market Outlooks
AAM Viewpoints: Higher prices: The buck stops with you
This piece is approved to use with clients.
As companies continue to grapple with higher costs associated with commodities and transportation, there is certainly chatter in the boardrooms around cost-saving strategies in order to preserve sales and margins.
Market Outlooks
AAM Viewpoints: Opportunity in equity income
This piece is approved to use with clients.
Currently, there is a one-two punch threatening income investors.
Investing Ideas
[Infographic] Electric-vehicle sales are soaring, driving changes in the market
This piece is approved to use with clients.
Electric vehicles are becoming more popular, but changing the market with each purchase.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
This piece is approved to use with clients.
Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Market Outlooks
AAM Viewpoints: Commodities: A catalyst for emerging markets
This piece is approved to use with clients.
This is a short follow up to our September commentary, “Emerging Markets are Undervalued.”
Market Outlooks
Chips are down but auto ABS opportunity is up
This piece is approved to use with clients.
Semiconductor shortage is an all-around positive for these asset-backed securities.
Market Outlooks
AAM Viewpoints: Credit trends: Are we about to hit the inevitable skids?
This piece is approved to use with clients.
There is increasing chatter in the markets relating to a confluence of events that could lead to the reversal of our currently benign credit environment.
Market Outlooks
AAM Viewpoints – Keeping an eye on earnings…and profit margins
This piece is approved to use with clients.
A highly anticipated earnings season is underway as equity markets balance an economic recovery that has been slowed by the delta variant with stretched valuations that need continued earnings growth to be supported at these levels.