report by BlackRock
Results for ""
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
This piece is approved to use with clients.
However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
This piece is approved to use with clients.
Market response.
Market Outlooks
Global Stocks Rise on US Jobs and Debt Ceiling Agreement, Central Banks in Australia and Canada to Meet
The U.S. added jobs well beyond expectations, though unemployment rose. Central banks in Australia and Canada are expected to stand pat on rates.
Market Outlooks
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets
Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Policy and Regulatory Commentary
MarketScape: U.S. Debt Ceiling Deal: Signs of Stability for Investors
While complications still may arise, we expect Congress to enact the debt ceiling agreement in time to avoid a potential default. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes the market reaction to the deal and some risks that remain.
Market Outlooks
Debt Ceiling Deal: What It Is, What’s Next and What It Means for Investors
While investors likely have been expecting a debt-ceiling deal to avoid a potential U.S. default, some complicated steps remain.