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Market Outlooks
Global Weekly Commentary: Japan stands out from developed pack
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We see the outlook brightening for Japanese stocks and are rethinking our modest underweight that is currently in line with other DMs.
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
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.
Market Outlooks
Global Weekly Commentary: Markets now accept rate cuts unlikely
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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
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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?
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In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.