Macro Matters:U.S. Rate Cuts Coming—How Many and How Much?

Published on September 15, 2025

Investor and consumer surveys indicate that confidence is stabilizing following the initial tariff agreements, and consumers’ spending and income remain robust.

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Fragile Mandates and Rising Yields

September 15, 2025
A key theme dominating global financial markets in recent weeks has been the general upward pressure on sovereign bond yields, particularly at the long end of government bond market curves.

At the Frontier: Insight on AI and Technology Stocks

September 15, 2025
Artificial intelligence (AI) continues to defy the norms of linear progress and present a type of exponential growth unlike no technology before, according to BlackRock’s Tony Kim. This fast evolution has brought us to what Mr. Kim calls “AI at the frontier,” a characterization that was confirmed on his recent tour of 25 public and private technology companies across Silicon Valley.