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BlackRock Shifts Gears, Declares AI The New 'Anchor For Returns' As Inflation Stays Sticky
Tuesday, July 8, 2025 - 6:48am | 760BlackRock is recalibrating its investment strategy, moving away from traditional macro anchors towards “mega forces” like artificial intelligence, which they believe will be “durable drivers of returns” in both the near and long term. What Happened: This shift is detailed in...
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As US Dollar Sinks, Top Economist Warns 10% Slide Could Spark New Inflation Spike
Monday, July 7, 2025 - 8:48am | 742The United States is bracing for a potential acceleration in inflation, with a significant depreciation of the dollar now identified as a key contributing factor, according to a new analysis by Torsten Sløk, the chief economist at Apollo. What Happened: As per Sløk’s analysis, a 10%...
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EXCLUSIVE: Former Bridgewater Associate Andy Constan Talks Recession Odds, Capturing A Macro Edge
Tuesday, June 28, 2022 - 1:17pm | 2115Gripping traders are uncertainties with respect to the path of the economy and markets. In the news are pundits expressing their perspectives about recession odds and the like. Notwithstanding, all too often, many of these same individuals do not have capital at risk. It’s easy...
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USD/JPY: Capped By Sellers Aligned Around 108.00
Thursday, January 3, 2019 - 12:18pm | 396USD/JPY Current price: 107.55 Fears prevail, but investors cautious ahead of US employment data. Bearish long-term case to steepen on a break below 106.75. The USD/JPY pair trades below 108.00, at its lowest since April last year, roughly 150 pips below its daily opening, following the market...
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Credit Suisse 'Very Positive' On U.S. REITs: Upgrades Seven Stocks, Downgrades Three
Thursday, August 20, 2015 - 9:22am | 520Ian Weissman of Credit Suisse commented in a note on Thursday that REITs stocks are "attractively valued" relative to the "strong underlying performance" and valuation of real estate across the United States. This, coupled with a "constructive" macroeconomic backdrop...