Shows / Global Markets with John Blank
Global Markets with John Blank
John Blank, the Chief Equity Strategist at Zacks Investment Research, takes a look at current market, economic, and industry trends going on around the world.
Episodes
- Global Markets with John Blank
Tracking Recession Probabilities on the FRED Macro System.
Polymarket odds for a 2027 recession? They rest at 35%.
- Global Markets with John Blank
Can Hyperscalers Keep Supporting the Market?
After their latest Q3 earnings, we have questions.
- Global Markets with John Blank
The Great U.S. Existing Home Mortgage Lock-In
The average 30-year fixed U.S. mortgage rate sat at 3.11% in 2020 and 2.96% in 2021.
- Global Markets with John Blank
Is the "AI" Chip Stock Momentum Rally Over?
If it is, what stocks are worth owning, now?
- Global Markets with John Blank
Generative "AI" Macro Data Shows U.S. Impacts
There are solid gains to knowledge workers. But smaller ones outside it.
- Global Markets with John Blank
Macro Takeaways from Apple Earnings
This AI Semi Chip Craze Will Cause Product Inflation
- Global Markets with John Blank
What is the Current U.S. Macro Set-Up?
How can traders and investors position themselves?
- Global Markets with John Blank
Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.
Yes. There are strikingly similar themes in play
- Global Markets with John Blank
What Will the New Fed Chair Do?
FOMC policy rates may well be the most important factor -- for stocks.
- Global Markets with John Blank
Time for a Summertime Stock Market Lull?
Let's take a closer look, into valuations & trader sentiment.
- Global Markets with John Blank
"AI" Already Shifted the Manufacturing Landscape
Manufacturers operate inside interesting technical times.
- Global Markets with John Blank
What Does Global Oil Shock Modeling Show Stock Traders?
The oil price future may not be like anything we have seen.
- Global Markets with John Blank
Will Fed Policy Choices in 2026 Move Stocks Higher?
The simple answer is "That's doubtful".
- Global Markets with John Blank
Do You Buy or Sell Stocks, When the S&P500 Hits a New Record?
A helpful insight: Zacks "Fair Value for the S&P500 is 7,064.
- Global Markets with John Blank
What Happened to the U.S. Economy, after so much Policy Uncertainty?
U.S. Policy Uncertainty has been very high -- for over a full year.
- Global Markets with John Blank
How High Can Oil & Gasoline Prices Go?
The Iran Conflict Oil Price Shock is on everyone's minds.
- Global Markets with John Blank
What is "AI" Cap-Ex Doing?
Beyond driving up GDP growth, what does this spending achieve?
- Global Markets with John Blank
What is the "Great Rotation"?
U.S. stock markets have been shifting, meaningfully.
- Global Markets with John Blank
What Does "Work-From-Home" Data Say About the U.S. economy?
It says the labor market is cooling, at the least.
- Global Markets with John Blank
What Do CIO's Think About Stock Returns Across 2026?
The Decision-Maker's See a Rotation from Growth to Value.
- Global Markets with John Blank
Does a Weak Jobs Market Mean the US Economy is in Recession?
This is a trillion-dollar question, not a million-dollar question.
- Global Markets with John Blank
Balancing Bull and Bear Views
It is Halloween. Should you be frightened, or not, by this rally?
- Global Markets with John Blank
Why is the U.S. Unemployment Rate Rising in 2025?
Who wishes for a pat answer, to that question? Both the Fed and Stock Traders
- Global Markets with John Blank
Will Fresh Fed Rate Cuts Lift Stocks?
Liquidity is a Major Force in All Risk Markets.
- Global Markets with John Blank
How Do Major Stocks Trade This Fall?
SEP and OCT are Often Rocky Trading Months
- Global Markets with John Blank
Where Does Financial Froth Show Up, Now?
I asked Google's Gemini AI tool a set of questions.
- Global Markets with John Blank
Do Q2 Reports Shape a More Uncertain Outlook?
Q4 is when major tariff effects should hit, in a macro material way.
- Global Markets with John Blank
A Fresh Look At Indeed Job Postings
In June 2025, Can You See A Cyclical Move in the Jobs Markets?
- Global Markets with John Blank
Understanding Tariff Headwinds
Some Macro Effects Are Visible. Already. More Should Arrive. Soon.
- Global Markets with John Blank
A Fresh Look into U.S. Real Estate
Where is this critical sector going in 2025 and 2026?
- Global Markets with John Blank
Is Stock Market Volatility Over for 2025?
Or --are there fresh market events-- for the market to struggle with?
- Global Markets with John Blank
A Review of the U.S. Inflation Landscape
Indeed, the Fed's "dual mandate" remains in play.
- Global Markets with John Blank
Should Investors Be Optimistic?
What grounds do they have for optimism?
- Global Markets with John Blank
Making Sense of Trade Wars
We discuss trade wars, versus traditional trade policy
- Global Markets with John Blank
A Key March Nonfarm Job Report is Coming
Will it show big DOGE Federal job cuts?
- Global Markets with John Blank
What is the Bull/Bear Story on This U.S. Economy?
Here are a few concerns investors should (validly) have.
- Global Markets with John Blank
Will Yearend 2025 Stock Returns Show Up?
Positive January S&P500 returns say YES.
- Global Markets with John Blank
Where Does U.S Monetary Policy Go in 2025?
Can Stock Traders Expect Rate Cuts This Year?
- Global Markets with John Blank
What Can Tariffs Do to the U.S. Economy?
The February 1st Deadline for Tariffs is in Place. What to Expect?
- Global Markets with John Blank
4 Indicators to Keep on Top of Recession Worry
A Wall of Worry --About This Topic-- is Always a Factor.
- Global Markets with John Blank
What's the Outlook for Stocks in 2025?
2024 Was Good to Stocks. What Happens Next?
- Global Markets with John Blank
3 Quarterly Steps to a Better Investing Mind
Be disciplined and clean our your mental attic, each quarter.
- Global Markets with John Blank
Why Do Tech Stocks Remain So Attractive?
No surprises here: Profits, Earnings, and Revenue Growth.
- Global Markets with John Blank
Want to Find an Overlooked Stock?
Look into the conglomerates sector, to find one.
- Global Markets with John Blank
Here is the Year-End FOMC Outlook
After the FOMC cut 50 bps, here is what to expect.
- Global Markets with John Blank
What Role Will Macro Data Play, Before the U.S. Election?
In other words, can U.S. macro data trump any U.S election uncertainty?
- Global Markets with John Blank
Can U.S. Stocks Rally After Chair Powell Speaks?
Less uncertainty is usually a benefit.
- Global Markets with John Blank
Will the Fed Cut Rates and Make Stock Owners Happy?
Or is the event of a SEP rate cut 'all priced in'?
- Global Markets with John Blank
An Update on this Tech-driven U.S. Economy
Can this "AI" Cap-ex boom keep driving ahead?
- Global Markets with John Blank
Is the U.S. Economy Finally Cooling?
Likely, it takes several months of macro data to answer that question.
- Global Markets with John Blank
Can Tech & Mega-Caps Take Stocks Even Higher?
This is perhaps the biggest worry, now.
- Global Markets with John Blank
Memorial Day 2024: How is the U.S. Consumer Doing?
It is time, for a health check, on the all-important U.S. consumer.
- Global Markets with John Blank
U.S. Stocks, or World Stocks?
Rate cuts in Europe and Latin America, not the USA, get me thinking.
- Global Markets with John Blank
Making a Connection Between Private Net Worth and Public Debt Issuance.
A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.
- Global Markets with John Blank
Can Tesla's Earnings Struggle Take Down the "Mag 7"?
The Electric Vehicle Downcycle May Have Broader Consequences.
- Global Markets with John Blank
What Will the FOMC Do in 2024?
Bond and stock traders fell in line -- with Fed consensus. For now.
- Global Markets with John Blank
Can We See More Upside, With This Stock Market Rally?
Oftentimes, strong momentum trading leads to more momentum.
- Global Markets with John Blank
Here's an Updated "Bull-Bear" Debate on the U.S. Economy
There's always two sides to every argument. But one may be stronger.
- Global Markets with John Blank
Can This U.S. "AI" Boom Override Geopolitics?
An Aggressive Posture on Asset Allocation Can Remain Attractive.