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.
Tracking Recession Probabilities on the FRED Macro System.
Polymarket odds for a 2027 recession? They rest at 35%.
Can Hyperscalers Keep Supporting the Market?
After their latest Q3 earnings, we have questions.
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.
Is the "AI" Chip Stock Momentum Rally Over?
If it is, what stocks are worth owning, now?
Generative "AI" Macro Data Shows U.S. Impacts
There are solid gains to knowledge workers. But smaller ones outside it.
Macro Takeaways from Apple Earnings
This AI Semi Chip Craze Will Cause Product Inflation
What is the Current U.S. Macro Set-Up?
How can traders and investors position themselves?
Should You Worry? This AI Cap-Ex Boom is Bigger than 1999.
Yes. There are strikingly similar themes in play
What Will the New Fed Chair Do?
FOMC policy rates may well be the most important factor -- for stocks.
Time for a Summertime Stock Market Lull?
Let's take a closer look, into valuations & trader sentiment.
"AI" Already Shifted the Manufacturing Landscape
Manufacturers operate inside interesting technical times.
What Does Global Oil Shock Modeling Show Stock Traders?
The oil price future may not be like anything we have seen.
Will Fed Policy Choices in 2026 Move Stocks Higher?
The simple answer is "That's doubtful".
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.
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.
How High Can Oil & Gasoline Prices Go?
The Iran Conflict Oil Price Shock is on everyone's minds.
What is "AI" Cap-Ex Doing?
Beyond driving up GDP growth, what does this spending achieve?
What is the "Great Rotation"?
U.S. stock markets have been shifting, meaningfully.
What Does "Work-From-Home" Data Say About the U.S. economy?
It says the labor market is cooling, at the least.
What Do CIO's Think About Stock Returns Across 2026?
The Decision-Maker's See a Rotation from Growth to Value.
Does a Weak Jobs Market Mean the US Economy is in Recession?
This is a trillion-dollar question, not a million-dollar question.
Balancing Bull and Bear Views
It is Halloween. Should you be frightened, or not, by this rally?
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
Will Fresh Fed Rate Cuts Lift Stocks?
Liquidity is a Major Force in All Risk Markets.
Stagflation is Already in Play.
What Can Stock Traders Do About It?
How Do Major Stocks Trade This Fall?
SEP and OCT are Often Rocky Trading Months
Where Does Financial Froth Show Up, Now?
I asked Google's Gemini AI tool a set of questions.
Do Q2 Reports Shape a More Uncertain Outlook?
Q4 is when major tariff effects should hit, in a macro material way.
A Fresh Look At Indeed Job Postings
In June 2025, Can You See A Cyclical Move in the Jobs Markets?
Understanding Tariff Headwinds
Some Macro Effects Are Visible. Already. More Should Arrive. Soon.
A Fresh Look into U.S. Real Estate
Where is this critical sector going in 2025 and 2026?
Is Stock Market Volatility Over for 2025?
Or --are there fresh market events-- for the market to struggle with?
A Review of the U.S. Inflation Landscape
Indeed, the Fed's "dual mandate" remains in play.
Should Investors Be Optimistic?
What grounds do they have for optimism?
Making Sense of Trade Wars
We discuss trade wars, versus traditional trade policy
A Key March Nonfarm Job Report is Coming
Will it show big DOGE Federal job cuts?
What is the Bull/Bear Story on This U.S. Economy?
Here are a few concerns investors should (validly) have.
Will Yearend 2025 Stock Returns Show Up?
Positive January S&P500 returns say YES.
Where Does U.S Monetary Policy Go in 2025?
Can Stock Traders Expect Rate Cuts This Year?
What Can Tariffs Do to the U.S. Economy?
The February 1st Deadline for Tariffs is in Place. What to Expect?
