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Market Insights

Stealth stagnation: why the U.S. economy is not as robust as you think

Sep 19, 2023 | By BlackRock Investment Institute

The U.S. economy is not as resilient to rapid rate hikes as many think. Read why why we think the economy has basically flatlined for the last 18 months.
Market Outlook

Weekly market commentary

Sep 18, 2023 | By BlackRock Investment Institute

We see the new regime playing out and a high interest rate world, with stagnant activity and persistent inflation. We shift our tactical views. Read more.
BlackRock Investment Institute

New regime, new opportunities

Jun 28, 2023 | By BlackRock Investment Institute

The new, more volatile economic regime provides different yet abundant investment opportunities. Learn more in our 2023 midyear outlook.
Market Insights

Trade-off facing central banks now clear and immediate

Mar 17, 2023 | By BlackRock Investment Institute

Will central banks choose to divert monetary policy from fighting inflation to protecting the banking sector? We don’t think so – and that’s very different from any other financial stress episode in the past 40 years.
BlackRock Investment Institute

Reversals, but recession without rescue

Jan 16, 2023 | By BlackRock Investment Institute

Some of the forces weighing on markets last year are now reversing. But we don’t think that means recession can be avoided in the U.S. and Europe.
Sustainability

Positioning for the net-zero transition

Jun 29, 2022 | By BlackRock Investment Institute

The transition towards a decarbonized economy is underway. Read our take on how clients can position their portfolios now for that economic transformation.
Sustainability

Managing the net-zero transition

Feb 3, 2022 | By BlackRock Investment Institute

The question is no longer whether the net-zero transition will happen, but how - and what that means for countries and companies alike. Read our latest research.
BlackRock Investment Institute

How to finance the net-zero transition in emerging markets

Oct 13, 2021 | By BlackRock Investment Institute

Countries have a stake in avoiding mounting climate risk, but emerging markets will play a key role in the net-zero transition. Read our Global insights.

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