Here’s why investors should keep the faith in U.S. stocks: BlackRock

With second-quarter earnings season set to get under way, optimism for equities appears to be in short supply.

Unlike Morgan Stanley, they still like some stocks and are sticking to an overweight stance on U.S. equities, owing to “reasonable valuations.” That’s even as they downgraded their global growth outlook for the second half of the year. However, if you’re in the market for equities elsewhere, the asset manager is less keen, downshifting to neutral on European and Japan equities, largely due to exposure to China. U.S. bonds, by the way are less attractive because the Fed may ease less than the market expects.

Names he likes include: Square Inc. SQ, -1.18% , Thermo Fisher TMO, -0.94% , Exact Science EXAS, -0.26% and Scorpio Tankers STNG, -0.26% and GasLog GLOG, -0.91% Shares of German chemical giant BASF BAS, -0.39% shocked with a hefty profit warning, that also hit Europe autos, as it blamed a slowing global automotive industry and trade tensions.

Deutsche Bank DB, -6.10% DBK, -3.54% shares remain under pressure a day after big job cuts. Some say the chairman should go.Ahead of a two-day appearance on Capitol Hill by Fed Chairman Jerome Powell, he’ll give opening remarks at a conference to discuss recent stress tests for banks. Vice Chairman Randal Quarles will speak at that same conference. St. Louis Fed President James Bullard and Atlanta Fed President Raphael Bostic will appear elsewhere.

Market simply can not crash when interest rates are this low.

Reasonable?

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