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Market Outlooks
Global Weekly Commentary: Liftoff ? EM has already taken off
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As U.S. inflation is hitting three-decade highs, market talk has been all about “liftoff:” When will the Federal Reserve and others start raising their policy rates? This is old news in emerging markets (EMs), where many countries have already raised rates to try to tamp down inflation.
Market Outlooks
Global Weekly Commentary: Inflation at heart of our Outlook Forum
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Inflation was at the heart of debates among BlackRock portfolio managers at our 2022 Outlook Forum last week.
Market Outlooks
Global Weekly Commentary: EM climate matters to global returns
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Climate change and the transition to a low-carbon future will be a key driver of long-term asset returns.
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.
Market Outlooks
Global Weekly Commentary: A lopsided energy transition
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Surging natural gas and coal prices amid a powerful economic restart have exposed a lopsided transition toward low-carbon power.
Market Outlooks
Global Weekly Commentary: 1970s stagflation? It’s the opposite
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Prices have climbed around the world, with commodities prices surging and U.S. inflation hitting a 13-year high.
Market Outlooks
Global Weekly Commentary: Debt ceiling spat takes a breather
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We still see a low risk of technical default by the U.S. and expect the debt ceiling debacle to ultimately resolve.