Market take
Today: #97 in Business, New Zealand on our combined chart.
Chart positions today · Canada
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the Mexico charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · Canada
Latest episodes
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Upgrading U.S. Treasuries to lock in income
October 12, 2026 · 3 minHigher yields and potentially excessive Fed tightening expectations create room to unwind our U.S. Treasury underweight, a mainstay for most of the last six years. Wei Li, Global Chief Investment Strategist at BlackRock, explains why we…
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China: up the value chain
September 28, 2026 · 4 minChina is increasingly competing on quality, not just scale, in advanced manufacturing. Serena Jiang, Economist at the BlackRock Investment Institute, explains how this shift is creating uneven impacts for companies and investors around the…
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The AI buildout meets the 5% world
September 21, 2026 · 4 minAn accelerating AI buildout and elevated government borrowing needs are intensifying competition for capital. Vivek Paul, Global Head of Portfolio Strategy at the BlackRock Investment Institute, explains why that could keep borrowing costs…
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EM equities: back to overweight
September 14, 2026 · 4 minWe’ve returned to overweight emerging market (EM) stocks as earnings growth accelerates and leverage concerns ease. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains what changed and how EM exposure…
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Why Japan matters for U.S. bond investors
September 8, 2026 · 4 minFor decades, Japanese investors looked overseas for income. Now, rising bond yields are giving them a much more viable alternative at home. Ben Powell, Chief Investment Strategist for the Middle East and APAC at the BlackRock Investment…
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Three lessons from a tumultuous 2026
August 31, 2026 · 4 minThe new economic regime we’ve long described has been on full display in 2026. As the summer ends, Natalie Gill, Senior Portfolio Strategist at the BlackRock Investment Institute, shares three lessons to take into the rest of the…
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Two market signals, one story
August 10, 2026 · 3 minAnalysts are raising corporate earnings forecasts even as long-term government bond yields move higher. These aren’t contradictory signals. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why we think…
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A quiet August? Not for investors.
August 3, 2026 · 3 minInvestors hoping August will bring a summer lull may be disappointed. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains why a world shaped by supply is keeping pressure on long-term yields and creating…
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Cheaper AI, new earnings questions
July 27, 2026 · 4 minU.S. earnings remain exceptionally strong. But Natalie Gill, Senior Portfolio Strategist at the BlackRock Investment Institute, explains why the bigger question is whether AI-driven profits can prove durable. General disclosure: This…
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Staying risk-on in a more fragile world
July 20, 2026 · 4 minRenewed tensions in the Middle East are testing markets. In this week's Market Take, Ehsan Khoman, Investment Strategist at the BlackRock Investment Institute, explains why we remain pro-risk despite a more fragile macro backdrop. General…
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Japan bonds tell global repricing story
July 13, 2026 · 4 minThe repricing of Fed policy expectations over the past six months has reverberated well beyond the U.S. Valerie Chan, Investment Strategist at the BlackRock Investment Institute, explains why Japan is a key case study. General disclosure…
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Beyond the AI bubble debate
July 6, 2026 · 3 minAI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. Wei Li, BlackRock's Global Chief Investment Strategist, unpacks the key themes of BlackRock's 2026 Midyear Outlook. General…

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