report by BlackRock
Results for ""
Macroeconomic & Geopolitical
May CPI report: Inflation deceleration paves the way for a policy pause in June
This piece is approved to use with clients.
However, core inflation is proving significantly stickier and remains above 5%...
Macroeconomic & Geopolitical
June FOMC meeting: A very hawkish pause
This piece is approved to use with clients.
Market response.
Market Outlooks
Silicon Valley Bank Collapse
This piece is approved to use with clients.
The collapse of Silicon Valley Bank (SVB) over the weekend, the biggest bank failure in U.S. history after Washington Mutual in 2008, seemingly caught both regulators and markets off guard, and triggered fears of contagion across the global banking sector. In response, on Sunday night (March 12), U.S. policymakers (the Treasury Department, the Federal Reserve, and the Federal Deposit Insurance Corporation) announced emergency measures to shore up the U.S. banking system.
Market Outlooks
Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
This piece is approved to use with clients.
Global economic outlook now fraught with risks.
Market Outlooks
Weekly Macro Update: What Will Kill This Market?
This piece is approved to use with clients.
Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
Market Outlooks
Weekly Macro Update: The Emerging Markets Recovery & The Race Ahead
This piece is approved to use with clients.
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
Market Outlooks
Weekly Macro Update: Approaching Apogee
This piece is approved to use with clients.
Even as the U.S. economy rockets higher, last week's jobs miss will start to raise questions about what is a sustainable trajectory.
Market Outlooks
Weekly Macro Update: Time to Start Thinking About Thinking
This piece is approved to use with clients.
The Fed doesn’t need to act anytime soon, but Powell needs to reassure investors that he sees the same strong data they do.