report by BlackRock
Results for ""
Macroeconomic & Geopolitical
The Active Share Podcast: The Cost of Money
This piece is approved to use with clients.
In this episode of The Active Share, Hugo sits down with Edward Chancellor—author, journalist, and financial historian—for a conversation that challenges everything we thought we knew about the cost of money.
Market Outlooks
Global Weekly Commentary: Macro outlook retakes spotlight
This piece is approved to use with clients.
Last week’s U.S. debt ceiling deal removes near-term uncertainty and thrusts the market’s focus back to the macro picture: sticky inflation due to tight labor markets.
Market Outlooks
Global Weekly Commentary: Markets now accept rate cuts unlikely
This piece is approved to use with clients.
We’ve been saying since the end of 2022 that rate cuts this year would be unlikely as inflation sticks around.
Market Outlooks
Global Weekly Commentary: Public or private? A strategic question
This piece is approved to use with clients.
The banking tumult has reshaped opportunities for income: We now favor private over public credit on a strategic horizon of five years and longer.
Market Outlooks
Global Weekly Commentary: U.S. debt stand-off to add to volatility
This piece is approved to use with clients.
Negotiations to lift the U.S. debt ceiling are heating up. The Treasury hit the $31.4 trillion “ceiling,” or cap on how much debt it can issue, in January.
Market Outlooks
Global Weekly Commentary: Commercial real estate: going granular
This piece is approved to use with clients.
The fastest rate hiking cycle since the 1980s is causing financial cracks. This has caused bank turmoil and raised concerns over U.S. commercial real estate due to its high vacancy rates and reliance on bank loans.
Market Outlooks
Student of the Market: May 2023
Stay on top of the market environments by learning from their historical parallels.