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BlackRock Commentary: Taking stock on China

China’s regulatory clampdown on industries such as tutoring and tech has unnerved global investors. BlackRock see little global spillover risk from China’s assertion of greater control over certain industries, even as it potentially leads to market volatility.

Notes from the Trading Desk - Franklin Templeton

Global equities traded weaker overall last week with much of the focus on the latest round of corporate earnings releases, which look good so far and were surprisingly positive. It was also a week where China widened its regulatory net on big technology companies, which weighed on market sentiment.

BlackRock Commentary: Negative real yields underpin equities

Market volatility is on the rise, as worries about new virus strains have been exacerbated. Recent swings in market sentiment reflect the unusually wide range of potential outcomes beyond the current economic restart.

BlackRock Commentary: Our views on China's policy finetuning

BlackRock see China’s recent policy loosening as an important shift to a modestly more supportive stance for the near term, yet don’t expect the overall hawkish bias to change as it is crucial in China’s focus on quality growth in the medium term.

Notes from the Trading Desk - Franklin Templeton

Equity markets in the United States and Europe paused for breath last week as familiar themes dominated. US Federal Reserve (Fed) Chair Jerome Powell's testimony at Congress was in focus and concerns over the COVID-19 Delta variant remained front and centre.

BlackRock Commentary: Looking through near-term volatility

Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow. BlackRock see holding on to a clear medium-term anchor as crucial. The new nominal - a more muted monetary policy response to inflation than in the past – is for them such an anchor, and supports their pro-risk stance.

Notes from the Trading Desk - Franklin Templeton

Even though we saw some selling pressure last week, it’s important to keep the moves in context. With earnings season looming large, some profit-taking in often-crowded positions is not too surprising. We expect market volatility around commentary to be a key theme in the second half of this year.

BlackRock Commentary: Death of the office? Far from it.

The pandemic has led to widespread remote working, raising doubts about the future of offices. BlackRock believe the office is far from dead, but expect the impact of flexible working to vary across assets and locations. They see the restart and higher inflation driving up rental income and a more muted response of interest rates to rising inflation than in the past supporting real estate valuations.

Notes from the Trading Desk - Franklin Templeton

Global equities were mixed last week across the regions, reflecting unwinds and relative exposures to value versus growth. COVID-19 themes were evident as fears regarding the spread of the Delta variant hit investor sentiment given potential travel restrictions.

BlackRock Commentary: A taxing question for U.S. stocks

BlackRock see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out. Potentially higher taxes and more regulations could pose challenges to the strong performance of U.S. stocks, yet BlackRock would expect the eventual tax increases to be less than proposed by the administration.

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