๐ฆ BlackRock BII: 'Strong Earnings Key as Rates Stay High' โ June 29 Weekly Commentary
BlackRock's latest weekly commentary (June 29, 2026) notes that US tech sector earnings surged 52% year-over-year in Q1 โ nearly double the broader market โ driven by the accelerating AI buildout, while the firm remains underweight developed-market government bonds amid persistent inflationary pressure and holds a selective stance across both EM and DM equities.
Why it matters: The sharp divergence between AI-beneficiary tech earnings and the broader market signals that sector selectivity, not broad equity exposure, is increasingly the institutional playbook in a high-rates, supply-constrained macro environment.
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๐ฆ BlackRock BII: 'Strong Earnings Key as Rates Stay High' โ June 29 Weekly Commentary
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