Sentences with phrase «macroeconomic backdrop»

This is largely because of the bull market macroeconomic backdrop that spurs growth and inflation.

We could see a return to these valuations over the next couple of years on higher demand, a stronger macroeconomic backdrop and cyclical fundamentals, as shown in the following chart courtesy of DoubleLine Capital:

«There's a recognition that the macroeconomic backdrop is very different heading into this year,» said Jeffrey Rosenberg, chief fixed - income strategist at BlackRock.

Gundlach notes commodities are just as cheap relative to stocks as they were at historical turning points, while the macroeconomic backdrop also supports the case for commodities.

The macroeconomic backdrop in the U.S. will lend support to earnings growth through the rest of 2017, JPMorgan strategists said in a note on Tuesday, Oct. 10.

Against this macroeconomic backdrop, Morgan Stanley strategists still see investment opportunity, but they caution that equities, among other asset classes, have been running ahead of the real economy for several years.

The macroeconomic backdrop for commercial real estate fundamentals is sound, fueled by job growth and positive consumer sentiment, real estate operating fundamentals have continued to improve, and supply has been limited in most markets and asset classes.

Stretched valuations, high levels of uncertainty about the macroeconomic backdrop and tight correlations would seem to warrant a closer look at assets that can help offer true diversification benefits and downside protection in the event of another synchronized decline across a whole spectrum of riskier assets.

Stretched valuations, high levels of uncertainty about the macroeconomic backdrop and tight correlations would seem to warrant a closer look at assets that can help offer true diversification benefits and downside protection in the event of another synchronized decline across a whole spectrum of riskier assets.