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Market Outlooks
Global Weekly Commentary: Central banks compelled to hold tight
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Sticky inflation looks to compel developed market (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way.
Market Outlooks
Student of the Market: June 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Weekly Investment Commentary: AI rallies the tech troops as equities march higher
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Blockbuster potential, with some caveats. Part sci-fi cautionary tale, part celebration of the human capacity to love, Steven Spielberg’s A.I. Artificial Intelligence was released on a day in 2001 when the tech-heavy Nasdaq Composite Index closed 57% lower than its dot-com bubble peak.
Market Outlooks
Global Weekly Commentary: Notes from our Outlook Forum
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BlackRock investment leaders at our June 6-7 Outlook Forum agreed the new regime of macro and market volatility is playing out. The consensus: Granular investment opportunities abound even against that backdrop.
Market Outlooks
Weekly Investment Commentary: Farmland: Cream of the inflation hedge crop?
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Real assets — historically an effective hedge against inflation — appear well-suited for the current backdrop.
Market Outlooks
Global Weekly Commentary: Macro outlook retakes spotlight
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Last week’s U.S. debt ceiling deal removes near-term uncertainty and thrusts the market’s focus back to the macro picture: sticky inflation due to tight labor markets.