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U.S. stocks have slid from their highs as inflation proves sticky. Beata Harasim, Senior Investment Strategist of the BlackRock Investment Institute, shares why we eye whether corporate earnings can keep beating high expectations to buoy sentiment.
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As Q1 earnings season starts, we eye signs of earnings growth broadening beyond tech stocks to industrials and others. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, shares more why we stay overweight U.S. equities while monitoring Middle East tensions.

Working-age populations are declining in major economies. Jean Boivin, Head of the BlackRock Investment Institute, explains why we favor countries that are better adapting and sectors set to benefit from spending shifts.

Yields have surged across fixed income in the new regime. Michel Dilmanian, Portfolio Strategist of the BlackRock Investment Institute, explains why we stay nimble and selective in Q2, preferring short-term sovereign bonds and high yield credit.

We see falling inflation, nearing interest rate cuts and solid corporate earnings supporting cheery risk sentiment. Wei Li, BlackRock Global Chief Invest Strategist shares why we tweak our tactical views and dial up our pro-risk stance.

Markets see a positive near-term macro and corporate backdrop for the U.S. and Japan. Nicholas Fawcett, Senior Economist of the BlackRock Investment Institute, shares why we eye risks ahead but remain overweight stocks in both countries.