Market take
By BlackRock
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Category: Investing
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Episodes: 119
Description
From the BlackRock Investment Institute, Market take is a quick, weekly digest on what's driving markets. The podcast series provides investing insights and analysis across asset classes, investment strategies and borders – all to help our clients and portfolio managers navigate financial markets.
| Episode | Date |
|---|---|
|
Soft labor market keeps Fed cut in play
|
Dec 01, 2025 |
|
Keys to an EU investment renaissance
|
Nov 23, 2025 |
|
At last, key U.S. economic data return
|
Nov 17, 2025 |
|
AI front and center at our 2026 Forum
|
Nov 10, 2025 |
|
Mega forces playing out in real time
|
Nov 03, 2025 |
|
Keeping our macro scenarios fresh
|
Oct 27, 2025 |
|
U.S. earnings: resilience is key
|
Oct 20, 2025 |
|
U.S. dollar drop not that unusual - yet
|
Oct 13, 2025 |
|
Fed's room to ease keeps us risk-on
|
Oct 06, 2025 |
|
Why we still like Japan in global stocks
|
Sep 29, 2025 |
|
Sticking with granular views in Europe
|
Sep 22, 2025 |
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Staying risk-on as macro tensions ease
|
Sep 16, 2025 |
|
Three drivers for emerging markets
|
Sep 08, 2025 |
|
Three lessons from an eventful 2025
|
Sep 02, 2025 |
|
Mega forces the new long-term anchor
|
Aug 11, 2025 |
|
U.S. tug-of-war: earnings vs. tariffs
|
Aug 04, 2025 |
|
Stablecoins look here to stay
|
Jul 28, 2025 |
|
A new regime for income in portfolios
|
Jul 21, 2025 |
|
Why now is a great time for alpha
|
Jul 14, 2025 |
|
Time to be more tactical
|
Jul 07, 2025 |
|
Tariff and tax policy back center stage
|
Jun 30, 2025 |
|
Geopolitical rifts drive defense theme
|
Jun 23, 2025 |
|
Watching for tariff impacts to kick in
|
Jun 16, 2025 |
|
Finding opportunities in uncertainty
|
Jun 09, 2025 |
|
A bumpy ride upwards for global yields
|
Jun 02, 2025 |
|
Staying nimble as energy policy pivots
|
May 27, 2025 |
|
U.S. risk assets still core to portfolios
|
May 19, 2025 |
|
Still selective as trade conflict cools
|
May 14, 2025 |
|
Tracking the trade conflict disruptions
|
May 05, 2025 |
|
Hard economic rules can bind quickly
|
Apr 28, 2025 |
|
When economic rules start to bind policy
|
Apr 21, 2025 |
|
Our take on the U.S. tariff pause
|
Apr 14, 2025 |
|
Evolving our views as uncertainty bites
|
Apr 08, 2025 |
|
Finding a path through near-term volatility
|
Apr 03, 2025 |
|
Doing the math on U.S. policy shifts
|
Mar 31, 2025 |
|
Bright spots in global stocks
|
Mar 24, 2025 |
|
A disconnect with economic fundamentals
|
Mar 17, 2025 |
|
Big policy shifts reinforce higher rates
|
Mar 10, 2025 |
|
Leaning on the tactical in our views
|
Mar 03, 2025 |
|
Broadening out our pro-risk view
|
Feb 24, 2025 |
|
AI a key driver of the power outlook
|
Feb 18, 2025 |
|
Tweaking our views yet staying risk on
|
Feb 10, 2025 |
|
AI mega force could be accelerating
|
Feb 03, 2025 |
|
U.S. earnings key for our overweight
|
Jan 27, 2025 |
|
Higher-for-longer the new consensus
|
Jan 21, 2025 |
|
Triggers to change our pro-risk view
|
Jan 13, 2025 |
|
Three investment lessons from 2024
|
Jan 06, 2025 |
|
Diversifying our portfolio diversifiers
|
Dec 16, 2024 |
|
Staying pro-risk into 2025
|
Dec 09, 2024 |
|
Uneven earnings call for granularity
|
Dec 02, 2024 |
|
Getting active to identify AI winners
|
Nov 25, 2024 |
|
High-for-longer shapes strategic view
|
Nov 18, 2024 |
|
Zeroing in on secular forces, not cycles
|
Nov 11, 2024 |
|
Structural forces playing out now
|
Nov 04, 2024 |
|
Seizing on fixed income swings
|
Oct 28, 2024 |
|
U.S. earnings strength stands out
|
Oct 21, 2024 |
|
Our conviction in global stocks
|
Oct 14, 2024 |
|
Our anchor in choppy markets
|
Oct 07, 2024 |
|
Real estate looks brighter after rate hit
|
Sep 30, 2024 |
|
Policy focus sharpens in U.S. election
|
Sep 23, 2024 |
|
Starting the tight policy unwind
|
Sep 16, 2024 |
|
Why U.S. equity gains can broaden
|
Sep 09, 2024 |
|
Patience needed in the AI buildout
|
Sep 03, 2024 |
|
Sticking with risk through turbulence
|
Aug 12, 2024 |
|
Rate cuts don't dull allure of income
|
Aug 05, 2024 |
|
Steering through market air pockets
|
Jul 29, 2024 |
|
Tech still likely to deliver on earnings
|
Jul 22, 2024 |
|
Waves of transformation
|
Jul 15, 2024 |
|
Taking a page out of the EM playbook
|
Jul 08, 2024 |
|
Leaning into income in fixed income
|
Jul 01, 2024 |
|
Sticking with U.S. tech surge
|
Jun 24, 2024 |
|
Consensus forms at Outlook Forum
|
Jun 17, 2024 |
|
What we’re watching in 2024 elections
|
Jun 10, 2024 |
|
Not your typical rate cutting cycle
|
Jun 03, 2024 |
|
Mega forces: infrastructure required
|
May 28, 2024 |
|
Staying dynamic in our strategic views
|
May 20, 2024 |
|
Weak yen unlikely to end Japan’s rally
|
May 13, 2024 |
|
Looking through the Fed’s signals
|
May 06, 2024 |
|
Mega forces: why they matter now
|
Apr 29, 2024 |
|
Higher bar for U.S. earnings to deliver
|
Apr 22, 2024 |
|
Earnings growth not just about tech
|
Apr 15, 2024 |
|
Playing demographic divergence now
|
Apr 08, 2024 |
|
Staying nimble while seeking income
|
Apr 01, 2024 |
|
Why we stay risk-on in the short term
|
Mar 25, 2024 |
|
U.S. & Japan: a tale of two overweights
|
Mar 18, 2024 |
|
Low-carbon transition themes in 2024
|
Mar 11, 2024 |
|
Taking selective risk in credit
|
Mar 04, 2024 |
|
Japan stocks: high can go higher
|
Feb 26, 2024 |
|
Strategic reasons to get active
|
Feb 20, 2024 |
|
Staying selective in emerging markets
|
Feb 12, 2024 |
|
Earnings unlikely to spoil stock rally
|
Feb 05, 2024 |
|
Upgrading broad U.S. stocks
|
Jan 29, 2024 |
|
Geopolitical fragmentation plays out
|
Jan 22, 2024 |
|
Why stocks can stay upbeat, for now
|
Jan 16, 2024 |
|
Navigating macro currents in 2024
|
Jan 08, 2024 |
|
Three 2023 investment lessons we carry into 2024
|
Jan 02, 2024 |
|
Putting money to work
|
Dec 11, 2023 |
|
Three investment themes at COP28
|
Dec 04, 2023 |
|
Getting granular in our strategic views
|
Nov 27, 2023 |
|
Volatility a key feature of new regime
|
Nov 20, 2023 |
|
AI: a mega force driving returns now
|
Nov 13, 2023 |
|
Going granular in developed market stocks
|
Nov 06, 2023 |
|
An evolving U.S. financial landscape
|
Oct 30, 2023 |
|
U.S. stocks: selective as earnings stall
|
Oct 23, 2023 |
|
U.S. yields: two-way volatility ahead
|
Oct 16, 2023 |
|
Why structural changes matter now
|
Oct 09, 2023 |
|
Finding new opportunities as Q4 starts
|
Oct 02, 2023 |
|
Bond yields surge as new volatile regime plays out
|
Sep 25, 2023 |
|
Seizing opportunities in the new regime
|
Sep 18, 2023 |
|
New macroeconomic regime fuels market narrative flip flops
|
Sep 11, 2023 |
|
Favoring short-term bonds long term
|
Sep 05, 2023 |
|
Three takeaways from U.S. earnings season
|
Aug 14, 2023 |
|
Opportunities in rewiring globalization
|
Aug 07, 2023 |
|
Tighter monetary policy all around
|
Jul 31, 2023 |
|
Central bank inflation fight to carry on
|
Jul 24, 2023 |
|
The emerging market edge
|
Jul 17, 2023 |
|
Show us the earnings growth
|
Jul 10, 2023 |
|
2023 Midyear Investment Outlook
|
Jul 03, 2023 |
|
Japan stands out from developed pack
|
Jun 26, 2023 |