report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Implications of clean energy race
This piece is approved to use with clients.
U.S. industrial policy has sparked a global clean energy race, we believe, opening up investment opportunities that so far have gone largely under the radar.
Market Outlooks
Global Weekly Commentary: Recession – but no central bank rescue
This piece is approved to use with clients.
Central banks confront the growth-inflation trade-off, with the Federal Reserve seeing recession but no rate cuts.
Market Outlooks
Global Weekly Commentary: Financial cracks show: What to do now
This piece is approved to use with clients.
The U.S and European bank tumult is the latest sign rapid rate hikes are causing financial cracks, reinforcing our recession view.
Market Outlooks
AOR Update: Bank crisis recalibrates the Fed’s path
The evolution of risks to financial stability will be a key factor into the Fed’s near-term thinking above and beyond their goal of achieving the dual mandate of price stability and maximum employment.
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
This piece is approved to use with clients.
Stocks are starting to reflect the economic damage of rate hikes.
Macroeconomic & Geopolitical
Quick Thoughts: Is normal really what we want?
This piece is approved to use with clients.
Tighter monetary policy can lead to inverted yield curves, but is a recession inevitable? Thoughts from Head of Franklin Templeton Institute Stephen Dover.