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Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
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Market response.
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
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets
Market Outlooks
Student of the Market: June 2023
Stay on top of the changing market environments by learning from their historical parallels.
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
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.
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.