report by BlackRock
- Filter:
- Clear Filters
- (-) BlackRock
Results for ""
Market Outlooks
Student of the Market: October 2020
A monthly piece with timely charts and historical data leading into the election.
Market Outlooks
Global Weekly Commentary: UK: a case study in virus dynamics
This piece is approved to use with clients.
We zero in on the UK this week to highlight the three main signposts we use to assess the impact of the coronavirus: the pace of the economic restart, the state of policy support and evidence of permanent economic damage.
Market Outlooks
Global Weekly Commentary: U.S. election through a sectoral lens
This piece is approved to use with clients.
The potential outcomes of the November U.S. election could have starkly different policy ramifications, as we argued last week.
Market Outlooks
Global Weekly Commentary: A consequential election
This piece is approved to use with clients.
The U.S. election is taking place against a historic backdrop of a pandemic, recession and domestic strife. The outcome could have significant implications for key policy areas: fiscal stimulus, public investment, taxation, regulation and foreign affairs.
Market Outlooks
Global Weekly Commentary: Greater inflation risks ahead
This piece is approved to use with clients.
We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
This piece is approved to use with clients.
The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.
Market Outlooks
Global Weekly Commentary: Changing credit views amid volatility
This piece is approved to use with clients.
Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart.