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雷达卡
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.
20170320-Black Rock-Weekly Investment Commentary.pdf
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