report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
This piece is approved to use with clients.
Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.
Market Outlooks
Global Weekly Commentary: Geopolitical fragmentation plays out
This piece is approved to use with clients.
Geopolitical fragmentation, one of five mega forces or structural shifts we track, is playing out in recent events in Asia and the Middle East. Yemen’s Houthi militants attacking Red Sea shipping highlights how hot spots can hit supply chains and up production costs.
Market Outlooks
Market Week in Review: What’s driving the surge in government bond yields?
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Weekly Investment Commentary: When market and election cycles meet
This piece is approved to use with clients.
Our concern about potential risks in the year ahead informs our current equity market views: We suggest focusing less on cyclical exposures in favor of more defensive, less economically sensitive areas.
Market Outlooks
Global Weekly Commentary: Why stocks can stay upbeat, for now
This piece is approved to use with clients.
Equity markets – and even the Federal Reserve – have largely embraced the soft landing narrative that inflation will fall to the Fed’s 2% target without a recession.
Market Outlooks
Market Week in Review: Russell Investments lowers U.S. recession risk to 45%
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Weekly Investment Commentary: Prepare for a plateau, not a plummet, in rates
This piece is approved to use with clients.
Persistently higher-for-longer rates may tempt some investors to plead, “Stop the ride – I want to get off!” But we see investment opportunities that make staying on board a better choice.
Market Outlooks
Global Weekly Commentary: Navigating macro currents in 2024
This piece is approved to use with clients.
Risk assets ended 2023 on an upbeat note as the Fed appeared to make a big bet on inflation coming down and growth only gradually slowing. Markets interpreted the Fed's messaging as a green light for aggressive policy easing.
Market Outlooks
Market Week in Review: What sparked 2023’s year-end market rally?
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Global Weekly Commentary: Three 2023 lessons we carry into 2024
This piece is approved to use with clients.
We take three lessons from 2023 to shape our investment approach in the new year. First, markets flipflopping between macro narratives does not reveal new information about where we will end up.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
This piece is approved to use with clients.
Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Market Week in Review: Key takeaways from COP28 and recent central bank meetings
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.