report by BlackRock
Results for ""
Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
This piece is approved to use with clients.
Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
US Energy and Financial Sectors Support Stocks, Fed and ECB May Hike Rates This Week
This piece is approved to use with clients.
U.S. equity gains led global regions last week with support from energy and financial companies. Futures trading indicates 0.25% hikes from the Fed and ECB.
Policy and Regulatory Commentary
Can Lawmakers Agree On Digital Asset Legislation?
This piece is approved to use with clients.
While Republicans and Democrats both have expressed worries – and interest – about digital assets, there are still major differences between the two parties in how to approach oversight over the marketplace.
Market Outlooks
The Case for Semiconductors
This piece is approved to use with clients.
Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
This piece is approved to use with clients.
As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Policy and Regulatory Commentary
It’s ESG Month in the House Financial Services Committee
This piece is approved to use with clients.
For years, Republicans and Democrats, lobbyists, trade associations, and key industry players in the transportation and manufacturing sectors would gather in Washington, D.C. to celebrate “Infrastructure Week.”