Weekly Market Commentary

Gentle Fed, M&A Cheer Stocks

Given a backdrop of soft earnings and high valuations, BlackRock Chief Investment Strategist Russ Koesterich discusses why he would not abandon stocks, but instead tilt towards sectors and geographies offering relative value.

iThinking

The Return of Currency Volatility

Secular and cyclical factors have driven the U.S. dollar to multi-year highs against other currencies, particularly the euro and the yen. That has hurt the earnings of U.S. companies but provides tailwinds for exporters overseas whose currencies have weakened. We believe the impact of a strong dollar will be with us for some time and has implications for portfolios as investors reallocate away from domestic stocks.

Fixed Income Market Strategy

In Like a Lion, Out Like a Lamb

With its new guidance, the Fed went a long way towards closing the gap to market expectations. This is important in establishing the best possible environment for mitigating any potential negative market reaction to the first increase in interest rates.

BlackRock Investment Institute

UK Election Preview: Ruling Brittania

The UK faces its most uncertain election in a generation. Who will rule Britannia—and what does it mean for UK fiscal policy and asset prices?

Market Perspectives

Europe Rebounds?

Investors are rediscovering a taste for Europe this year. Russ Koesterich discusses the outlook for the eurozone going forward, and whether the opportunities outweigh the risks.

Unconstrained Investing

Your Goals Are Bigger Than a Benchmark

BlackRock offers investment strategies that set their sights beyond benchmarks, instead aiming for the outcomes - the real results - that matter most to investors.

Municipal Credit Highlights

Budgets on the Mend, Infrastructure Needs Repair

America's aging infrastructure is in need of repair, and the municipal market has long been a major source of financing. But state and local governments remain budget constrained. BlackRock muni credit experts discuss this and more in their quarterly credit report.

 

The Blog

Apr 17, 2015 - Russ Koesterich
Apr 16, 2015 - Russ Koesterich
Apr 15, 2015 - Amy Belew
Chart of the Week

Manufacturing a Pause

Chart: The U.S. economy is showing signs of fatigue, illustrated recently by the slowdown in manufacturing growth.

Our Experts

Russ Koesterich Thumbnail

Russ Koesterich, Managing Director, BlackRock's Global Chief Investment Strategist, iShares Global Chief Investment Strategist

Jeff Rosenberg MD Thumbnail

Jeffrey Rosenberg, Managing Director, Chief Investment Strategist for Fixed Income

Peter Hayes Thumbnail

Peter Hayes, Managing Director, Head of Municipal Bonds Group