report by BlackRock
Results for ""
Market Outlooks
Weekly Macro Update: Why it’s so Hard to go Bankrupt… And Why That Will Change
This piece is approved to use with clients.
Massive policy response has firms awash in liquidity, but 2021 will bring solvency challenges that investors need to watch closely.
Market Outlooks
Weekly Macro Update: Europe Pivots from Brexit to Biden
This piece is approved to use with clients.
The President-elect says "America's back," but Europeans (and global investors) ask "how long?"
Market Outlooks
Weekly Macro Update: Investor’s Guide to the Second-Most Important Economic Challenge
This piece is approved to use with clients.
After the pandemic recovery, the U.S.-China relationship will move into ever-more complicated and uncharted territory.
Market Outlooks
Weekly Macro Update: Don’t Forget the Winners & Losers that Weren’t on the Ballot
This piece is approved to use with clients.
Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
Market Outlooks
Weekly Macro Update: Don’t Just Follow The Ball
This piece is approved to use with clients.
Careful investors know to look where no one else is looking. This week is no exception.
Market Outlooks
Weekly Macro Update: Choosing Trump or Biden
This piece is approved to use with clients.
Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
Market Outlooks
Weekly Macro Update: The Pandemic Productivity Shock
This piece is approved to use with clients.
Lockdowns will trigger cost cutting and speed technological innovation, but brace for the political tremors.
Market Outlooks
Weekly Macro Update: How to Repair America’s Brand
A country that seems so divided—even discounting for a heated election and a pandemic—starts to raise questions for global investors.
Market Outlooks
Weekly Macro Update: The Biggest Threat to the Global Recovery Lies Beneath This Dome
This piece is approved to use with clients.
Rising acrimony at the U.S. Capital around the Supreme Court vacancy puts stimulus at risk and hurts long-term growth prospects.
Market Outlooks
Weekly Macro Update: Investors Beware! Trump & Biden Agree On Something!
This piece is approved to use with clients.
China’s rapid post-pandemic recovery looks tempting, but relations with the U.S. will get worse regardless of who wins the White House.
Market Outlooks
Weekly Macro Update: It’s Not the Beginning of the End; It’s the End of the Beginning
This piece is approved to use with clients.
As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
Market Outlooks
Weekly Macro Update: The Pandemic’s Unexpected Upside
This piece is approved to use with clients.
Hurricane Laura and Typhoon Bavi left heartbreaking trails of destruction last week, triggering fresh headlines around the connection between severe weather and climate change—and fresh debate about the right climate policy in the midst of a pandemic.