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BlackRock just doubled down on its bullish outlook for U.S. stocks — even with inflation proving sticky. The firm believes a cooling labor market will give the Fed space to cut interest rates, fueling the next leg higher for the S&P 500 and Nasdaq 100. AI is still the star: tech now drives more than 40% of S&P 500 earnings growth, and BlackRock expects it to keep boosting productivity. They even upgraded their stance on long-term Treasuries, expecting yields to fall once rate cuts begin. Are they right to stay bullish — or could a deeper slowdown catch investors off guard? #stocks #fedrate #fedinflation 🌐 Want more market-moving insights? Dive deeper at benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 📲 Let’s stay connected! Follow us for real-time updates, market tips, and exclusive content: 🔹 Instagram: instagram.com/benzinga 🔹 Facebook: facebook.com/benzinga 🔹 TikTok:...

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