report by BlackRock
Results for ""
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on surprising inflation data
This piece is approved to use with clients.
U.S. Treasury yields rose again last week after U.S. inflation data surprised to the upside, sparking a reassessment of near-term U.S. Federal Reserve rate cuts. The market is now pricing only 1.8 total cuts this year.
Market Outlooks
Weekly Investment Commentary: Earnings season: investment ideas
This piece is approved to use with clients.
First-quarter earnings season has kicked off with the utilities and communication services sectors projected to deliver the strongest year-over-year EPS growth, while estimates for materials and energy are expected to decline the most.
Market Outlooks
Global Markets Weekly Update: April 12, 2024
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Fixed Income Insights
Weekly Fixed Income Commentary: Strong employment data boost Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose on strong U.S. economic data, and spread sectors generally outperformed. The overall solid data further reduced expectations for near-term U.S. Federal Reserve easing, though markets still price the first rate cut for June.
Market Outlooks
Weekly Investment Commentary: A fixed income blend as themes converge
This piece is approved to use with clients.
Investors looking to lock in attractive yields ahead of eventual rate cuts while also positioning their portfolios to benefit when those cuts occur have expressed growing interest in how best to blend taxable and municipal fixed income assets to pursue these goals.
Market Outlooks
Global Markets Weekly Update: April 05, 2024
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data hold Treasury yields steady
This piece is approved to use with clients.
U.S. Treasury yields were generally unchanged last week as U.S. inflation data met expectations. U.S. Federal Reserve Chair Powell reiterated that the central bank doesn’t “need to be in a hurry to cut.”
Market Outlooks
Global Markets Weekly Update: March 28, 2024
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as the Fed prepares for cuts
This piece is approved to use with clients.
U.S. Treasury yields declined as the U.S. Federal Reserve leaned modestly dovish at the March meeting. The central bank remains on track for rate cuts later this year, and financial markets interpreted this decision positively.
Market Outlooks
Weekly Investment Commentary: Dividend growth: timely and strategic
This piece is approved to use with clients.
We remain constructive on higher-quality, dividend growth-oriented stocks. In our view, dividend growth companies tend to be supported by positive fundamentals, sustainable growth potential, healthy balance sheets, ample free cash flow, stable profit margins and management teams committed to returning capital to shareholders.
Market Outlooks
Global Markets Weekly Update: March 22, 2024
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Fixed Income Insights
Weekly Fixed Income Commentary: Hotter inflation data boost Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose last week on higher-than-expected U.S. inflation data. This trend suggests that inflation remains higher than the U.S. Federal Reserve’s target of 2%, decreasing hopes for rate cuts in the near term.