report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Notes from our Outlook Forum
This piece is approved to use with clients.
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
This piece is approved to use with clients.
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.
Market Outlooks
Global Weekly Commentary: Markets now accept rate cuts unlikely
This piece is approved to use with clients.
We’ve been saying since the end of 2022 that rate cuts this year would be unlikely as inflation sticks around.
Market Outlooks
Global Weekly Commentary: Public or private? A strategic question
This piece is approved to use with clients.
The banking tumult has reshaped opportunities for income: We now favor private over public credit on a strategic horizon of five years and longer.
Market Outlooks
Is There A Default Playbook?
This piece is approved to use with clients.
In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
Market Outlooks
Global Weekly Commentary: U.S. debt stand-off to add to volatility
This piece is approved to use with clients.
Negotiations to lift the U.S. debt ceiling are heating up. The Treasury hit the $31.4 trillion “ceiling,” or cap on how much debt it can issue, in January.