report by BlackRock
Results for ""
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
A New Monetary Policy
Last Thursday, while almost 24 million Americans were gearing up to watch President Donald Trump’s Republican National Convention speech and the literal fireworks that followed, Federal Reserve Chair Jerome Powell gave an historic speech of his own that sent rockets around the monetary policy world.
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.
Market Outlooks
Barings Investment Institute Webinar - What Can Korea Teach the World about the Path to Recovery?
As an export powerhouse, Korea’s trade volumes remain an important leading indicator of global demand. Korean authorities have also been successful in containing the early outburst of the coronavirus.
Market Outlooks
Weekly Macro Update: Keep Your Eye on the Loser
This piece is approved to use with clients.
In this brief lull between America's two main presidential conventions, the country’s political tectonic plates are shifting even in these freeze-dried, online versions without falling balloons, cheering crowds and silly hats.
Market Outlooks
Weekly Macro Update: Taming the Golden Geese (Without Killing Them)
This piece is approved to use with clients.
After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
Market Outlooks
Weekly Macro Update: How Long Can This Go On?
This piece is approved to use with clients.
There is no good time for a pandemic, but for the U.S. economy there are bad times and there are really bad times.
Market Outlooks
Weekly Macro Update: The “Pandemic Put” Can’t Last Forever
This piece is approved to use with clients.
As the second half comes into focus, investors will have to contemplate a world in which the risks remain—and the backstops come with strings.
Market Outlooks
Weekly Macro Update: The Irrelevant Election
This piece is approved to use with clients.
With voters so divided and angry, the outcome on November 3 will be consequential for many reasons—just not for the stock market.