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BlackRock Insights

BlackRock is one of the world's leading providers of timely market insights and commentary for advisors. Our insights hub provides the latest BlackRock thought leadership and market commentary to help advisors navigate financial markets and stay ahead of the curve.
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Now may be an opportunity for bonds: 2024 fixed income ideas
2024 may be a turning point for fixed income – find strategies for your clients’ portfolios.
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Use BlackRock’s Bond Pyramid tool to help blend active and passive funds based on your overall portfolios.

Podcasts by BlackRock

Get to know our featured podcasts. In the Know is made exclusively for advisors and their clients. The Bid is our top-rated financial podcast produced for a wide range of investors.

Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

In the know podcast
In the know podcast /
Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

Kristy Akullian, iShares Senior Investment Strategist, discusses the so-called 'Magnificent 7' stocks as well as where she sees opportunity in 2024.

The Bid

This popular financial podcast is designed for a wide range of professional and individual investors. The Bid breaks down what's happening in the world of investing and explores the forces changing the economy and finance.

Listen to more episodes of The Bid podcast

Videos & Webinars

Within just a few minutes, get a breakdown and clear takeaways about the latest market events. Count on webinar replays and videos for timely insights on markets, geopolitics and economics.

 

Market take

Weekly video_20240318

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

Inflation is in the spotlight again, thanks to some recent data surprises and the U.S. Federal Reserve and Bank of Japan both holding meetings this week.

Title slide: U.S. & Japan: a tale of two overweights
Markets see a positive near-term macro backdrop in the U.S. and Japan. We eye risks for both ahead – but for different reasons.

1: U.S. inflation
U.S. inflation has eased over the past few years thanks to rapidly falling goods prices.

Inflation will likely fall further toward 2% this year, in our view. But persistent services inflation will likely pull it back up in 2025 as the drag from falling goods prices fades. We see U.S. inflation settling closer to 3% than 2% over the medium term, as a result.

2: Market sentiment
Markets are, for now, comfortable that U.S. inflation will cool enough to allow the Fed to make three quarter-point rate cuts this year.

We think upbeat market sentiment can persist as inflation cools and rate cuts come through.

3: BOJ policies
The Bank of Japan, meanwhile, is focused on keeping inflation sustainably at 2% after decades of low or no inflation.

 We expect the BOJ to end its emergency policy of negative rates, but to remain cautious - and not start tightening policy too aggressively.

Outro: Here’s our Market take
We’re overweight U.S. and Japan stocks.

Yet resurgent inflation in the U.S. could spoil sentiment. So we stay nimble.

Japan’s outlook remains positive to us as we don’t think the BOJ will raise rates aggressively and given ongoing corporate reforms.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

Market take

Weekly video_20240318

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

Inflation is in the spotlight again, thanks to some recent data surprises and the U.S. Federal Reserve and Bank of Japan both holding meetings this week.

Title slide: U.S. & Japan: a tale of two overweights
Markets see a positive near-term macro backdrop in the U.S. and Japan. We eye risks for both ahead – but for different reasons.

1: U.S. inflation
U.S. inflation has eased over the past few years thanks to rapidly falling goods prices.

Inflation will likely fall further toward 2% this year, in our view. But persistent services inflation will likely pull it back up in 2025 as the drag from falling goods prices fades. We see U.S. inflation settling closer to 3% than 2% over the medium term, as a result.

2: Market sentiment
Markets are, for now, comfortable that U.S. inflation will cool enough to allow the Fed to make three quarter-point rate cuts this year.

We think upbeat market sentiment can persist as inflation cools and rate cuts come through.

3: BOJ policies
The Bank of Japan, meanwhile, is focused on keeping inflation sustainably at 2% after decades of low or no inflation.

 We expect the BOJ to end its emergency policy of negative rates, but to remain cautious - and not start tightening policy too aggressively.

Outro: Here’s our Market take
We’re overweight U.S. and Japan stocks.

Yet resurgent inflation in the U.S. could spoil sentiment. So we stay nimble.

Japan’s outlook remains positive to us as we don’t think the BOJ will raise rates aggressively and given ongoing corporate reforms.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

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Featured Webinars for Advisors

Register for an upcoming webinar discussion—or view a replay—with BlackRock's leaders on how advisors can navigate markets and build stronger relationships with clients.

Alternatives Outlook: February 2024

Watch the replay of our latest Alternatives Outlook  webinar where our top thought leaders discuss how implementing private credit may build portfolio resiliency with potentially new sources of return.

In the Know recap: January 2024

Watch a recap of our latest In the Know event where our top thought leaders discuss macroeconomics perspectives, our 2024 market outlook, and insights on how to position portfolios in the year ahead.