report by BlackRock
Results for ""
Macroeconomic & Geopolitical
Anatomy of a Recession Update: Cracks in the Foundation
This piece is approved to use with clients.
Get perspective on the most recent US economic data, the investor’s view, and how reviewing previous recessionary periods may help us today, in this conversation with Jeff Schulze, Head of Economic and Market Research at ClearBridge Investments.
Macroeconomic & Geopolitical
Recession indicators: Delayed, not dismissed
Quick takes on capital markets
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.
Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Macroeconomic & Geopolitical
May FOMC meeting: Powell keeps the market on its toes
After having raised policy rates ten times, by a total of 500 basis points, in just 14 months, the Fed is getting close to wrapping up this tightening cycle—but may not be finished just yet.