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📑 Research Notes for 2021-02-22
This week, we look at rising Treasury yields, the Nikkei regaining a key psychological level, the direction of the U.S. economy, and Blackrock's "dabble" with Bitcoin.
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Treasury Yields Rise, Adding to Fears of Potential Inflation.
The benchmark Treasury yield rose substantially this week as U.S. retail sales easily topped expectations, adding to fears of potential inflation during the post-Covid economic recovery.
Nikkei Index Hits 30,000 for First Time in Three Decades.
Japan's benchmark Nikkei Stock Average breached the 30,000 mark this week for the first time in nearly 31 years, as strong corporate earnings and GDP data coupled with optimism over COVID-19 vaccine development prompted investors to flock to risk assets.
Where Is the U.S. Economy Going?
The U.S. economic outlook remains one of muddled optimism with the economy growing. Still, the expectations for renewed, sustainable growth should be tempered by the reality that COVID-19 has led to long-term malignancies in the U.S. and global economies.
The World’s Largest Asset Manager Has ‘Started to Dabble’ in Bitcoin
BlackRock has added bitcoin futures as an potential investment for two of its funds, according to filings with the Securities and Exchange Commission. The funds are BlackRock Strategic Income Opportunities and BlackRock Global Allocation Fund.
Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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