贝莱德20日的每周最新投资评论:
Key Points:
1 We believe the U.S. commercial real estate recovery still has room to run amid reflation and resilient rental yields.
2 The Fed raised rates. Stocks rose, bonds rallied and the U.S. dollar fell on Chair Janet Yellen’s perceived dovish remarks.
3 U.S. durable goods orders could provide another sign of the disconnect between sentiment surveys and hard economic data.