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Integrated Insights -- Week of February 22, 2021

Integrated Insights -- Week of February 22, 2021

| February 23, 2021
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As the nation waits on further stimulus, investment markets look for footing.  The question remains about whether technology stocks will continue to lead growth or whether a rotation to international or smaller cap complies is on its way.

Continued vaccine availability bodes well for loosening of social, and therefore, economic restrictions. If restrictions can continue to loosen, this may set up the second half of the year for the beginning of a post-pandemic boom.

Here's what we are reading this week:

Weekly Commentary -- Downgrading government bonds -- BlackRock

  • Recent developments have led BlackRock to refresh asset views, including a broadening of their cyclical tilt and a tactical downgrade to government debt and credit.

  • Rising inflation expectations have driven up U.S. 10-year Treasury yields but to a lesser degree than in the past. Real yields were steady in negative territory.

  • U.S. consumer confidence data this week could bolster the expectation for a vaccine-led restart after retail sales rebounded strongly in January.

Getting to the Other Side with a Post-Vaccine Economic Recovery -- Cetera Investment Management

Cetera Investment Management has provided an in-depth analysis on the potential impact of vaccines on the economy. It is quite remarkable to think about how the state of the fight against COVID-19 truly influences the immediate direction of the global economy.

Win more by losing less -- BlackRock Student of the Markets

The BlackRock Investment institute reminds us in this months chart pack that when it comes to long term investing "boring is better."

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