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
Do Traders Over-Focus on the CPI?
"Don't Fight the Fed" may be too dominant a theme, now.
- Global Markets with John Blank
What are the Major Stock Market Risks for 2024?
After Davos is over, let's prognosticate from the cheap seats.
- Global Markets with John Blank
Where is That Pesky Recession?
Worriers are still out there. Is there any fresh evidence to support them?
- Global Markets with John Blank
Can the Magnificent Seven Carry Stocks Even Higher?
Or do we need to see broader share participation?
- Global Markets with John Blank
Can Q3 GDP Excite Investors?
The recession bears will never go away. The bulls can take advantage of that.
- Global Markets with John Blank
After This Correction, Time to Buy Stocks?
That is a worthy topic, isn't it?
- Global Markets with John Blank
Did a Data-Driven Fed Get it Right?
The FOMC meeting is done. Let's discuss the latest macro facts.
- Global Markets with John Blank
Time to Buy Stocks in September?
A lull is here. Is this a buyable dip?
- Global Markets with John Blank
Will the FOMC Tighten, Given Good CPI Data?
Will their shift in rates spark too much turbulence in Financials?
- Global Markets with John Blank
Can the S&P500 Keep Trucking, Led by 7 Tech Monsters?
The S&P500 forward 12M P/E multiple is at a high 18.9.
- Global Markets with John Blank
Where Might 2024 Investors Harvest Returns?
One source for those answers: Chief Investment Officers (CIOs)
- Global Markets with John Blank
Can U.S. Consumer Strength Remain Strong?
Summer rolls along. It is likely seasonal activity helps.
- Global Markets with John Blank
Did the FOMC Tighten Too Much?
The regional bank crisis remains a key FOMC focus.
- Global Markets with John Blank
Can Info Tech Stocks Carry the S&P500 Even Higher?
Sector breadth is not there, right now.
- Global Markets with John Blank
How did the U.S. and Global Economy fare in Q1?
Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.
- Global Markets with John Blank
What to do with the Real Estate sector?
Shorts have been pounding away. Where to from here?
- Global Markets with John Blank
Only Electric Autos in 10 Years' Time?
And a few more macroeconomic thoughts, along with that.
- Global Markets with John Blank
Will Another Shoe Drop on the Regional Banks?
The U.S. monetary and bank regulatory system has plans, if it does.
- Global Markets with John Blank
How Will the U.S. Economy Hold Up This Year?
It's always time for a 'recession' update.
- Global Markets with John Blank
Talking About Headwinds and Tailwinds
What keeps this stock market range-trading
- Global Markets with John Blank
An Update on the Q4 Earnings Season
It's time for the latest perspective, coming from the data.
- Global Markets with John Blank
How Did COVID Reshape the Labor Markets
The latest research focuses on retirees
- Global Markets with John Blank
What Lies Ahead for the U.S. and Global Economies?
A New Year approaches, with worry abundant
- Global Markets with John Blank
Will We See a Santa Claus Rally?
This year, the S&P500 at 4,000 is tough resistance.
- Global Markets with John Blank
Concerned About a "Boom-Bust" in Housing?
The current U.S. housing market isn't a one-size-fits-all situation.
- Global Markets with John Blank
Did Midterm Voters Help Stocks Out?
They usually do. Markets don't like political uncertainty.
- Global Markets with John Blank
Consumer Price Inflation Really Matters
What CPI index groups should you consult?
- Global Markets with John Blank
4 Giant Converging U.S. Tech Groups
Can 4 monster U.S. tech groups keep the S&P500 afloat?
- Global Markets with John Blank
Data We Trade On: Consumer Price Inflation
Are U.S. prices slowing, or not?
- Global Markets with John Blank
Financial Market Cycles
Where is Fed Chair Powell taking the U.S. economy?
- Global Markets with John Blank
What Did We Learn from the Q2 GDP Growth Report?
Is U.S. economic growth slowing, or not?
- Global Markets with John Blank
Looking for a Simple Solution for Calling Recessions?
Use monthly nonfarm job additions and weekly unemployment claims.
- Global Markets with John Blank
Where Do Pricy Tesla Shares Go from Here?
As important, does the S&P500 index follow along?
- Global Markets with John Blank
The Road Ahead for Consumer Prices
The Fed is going to try (mightily) to slow that train down.
- Global Markets with John Blank
What Fresh Catalysts Can Assist Stocks?
There needs to be a new source of bullishness.
- Global Markets with John Blank
What Will Produce Investor Optimism For 2022?
Zacks thinks earnings and revenue can
- Global Markets with John Blank
Can the FOMC Deliver a Soft Landing?
Stock traders can climb over this wall of worry.
- Global Markets with John Blank
The Fed Has One Major Source of Concern
What can happen to Prices, Wages, and Profits from here?
- Global Markets with John Blank
What is Fair Value for the S&P500?
Zacks asks and answers this question, over and over again.
- Global Markets with John Blank
Did this week's Fed Policy meeting signal anything?
Zacks had 4,350 as YE 'fair value' and that is where the S&P500 trades
- Global Markets with John Blank
What Will Produce Investor Optimism for 2022?
Zacks thinks earnings and revenue growth can.
- Global Markets with John Blank
Cybersecurity, Inflation De-anchoring, COVID's Legacy
3 big risks in 2022 we must all think harder about.
- Global Markets with John Blank
A Game Plan for Investing in a New Year
No more Fed bond buying liquidity? What to do?
- Global Markets with John Blank
Stock Markets Rise Forever, Don't They?
Can anything stop this bull market?
- Global Markets with John Blank
A World Tour of Policy Rate Hikes
The Fed is lagging its peers. What gives?