UPDATE 1-Fed in no rush to raise rates -BlackRock's Rieder

By Kitco News / February 27, 2018 / www.kitco.com / Article Link

(adds quotes from Rieder, market action)

By Trevor Hunnicutt

NEW YORK, Feb 27 (Reuters) - The Federal Reserve is in no rush to hike rates, creating an opportunity for risk assets but posing a threat to long-term bonds, top BlackRock Inc portfolio manager Rick Rieder said on Tuesday.

Fed Chairman Jerome Powell on Tuesday vowed to prevent the economy overheating while sticking with a plan to gradually raise interest rates. Testifying before a congressional committee, he acknowledged the economy has strengthened, a remark that prompted investors to increase bets on four rate increases in 2018. Rieder, BlackRock's Chief Investment Officer of Global Fixed Income, said in a note the Fed has done a "respectable job," is not struggling to keep up with inflation and "doesn't appear to be in a rush" to raise rates.

That is good news for risk assets and investments with short maturities despite the 1.3 percent decline of the S&P 500 index on Tuesday.

But long-dated bonds are a different story, according to Rieder. The risk of long-term bonds to rising interest rates grew as the Fed pursued its unconventional quantitative easing policies, he said. The benchmark 30-year Treasury bond fell 6/32 in price on Tuesday to yield 3.1629 percent.

"The long-end of the curve could well have further downside from here," said Rieder. "This segment of the market is particularly price-sensitive today, and thus particularly perilous."

BlackRock oversees more than $6 trillion in stocks, bonds and other assets, making it the world's largest asset manager.


(Reporting by Trevor Hunnicutt Editing by Phil Berlowitz)

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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