BlackRock's Rieder says bond market volatility has peaked and stocks may have hit bottom

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BlackRock's Rieder says bond market volatility has peaked and stocks may have hit bottom.

BlackRock's Rick Rieder said the Fed's barrage of liquidity programs and rate cuts, as well as the proposed stimulus package from Congress, have proved a boost to markets.

"I don't think we go back down under 2,300 again," said Rieder, global chief investment officer of fixed income.select stocks in the health care, technology and construction sectors, but that the market had not yet bottomed at that point. "I'd say we're not 180 degrees better by any sense. Maybe we're 90 degrees better because we have the fiscal stimulus and the monetary stimulus," he said. "We need to see employment and the economy and the virus stabilize to get to 180 degrees."

Rieder said he will be watching Thursday's weekly jobless claims report, at 8:30 a.m. ET, since it will be the first data on how hard the labor market has been hit by the pandemic.was at 0.869%. "I think the 10-year could back up to 1%, but I don't think we're moving significantly higher than that any time soon. My sense is we're going to be at 60 basis points on the low, for awhile unless we see an exogenous shock," said Rieder.

"The Fed has been effective at targeting the areas that are under stress," said Rieder. "The area that was most broke was the break even inflation market. That was just signaling we were going into a depression. Once they came in, the market has stabilized."

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How many US deaths are 'priced in'? 100k? 1M?

Bottomless

FOOL

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