report by BlackRock
- Filter:
- Clear Filters
- (-) BlackRock
- (-) Principal
Results for ""
Market Outlooks
Global Weekly Commentary: Earnings outlook: Show us the growth
This piece is approved to use with clients.
Bond yields have jumped, and we think markets are at a key juncture as central banks are poised to hold tight on policy.
Market Outlooks
Global Weekly Commentary: New regime, new opportunities
This piece is approved to use with clients.
We see major central banks holding policy tight in the new macro regime. That bolsters income’s appeal.
Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
This piece is approved to use with clients.
We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
This piece is approved to use with clients.
However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
This piece is approved to use with clients.
Market response.
Market Outlooks
Global Weekly Commentary: Central banks compelled to hold tight
This piece is approved to use with clients.
Sticky inflation looks to compel developed market (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way.
Market Outlooks
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets