Global Markets with John Blank: Recent Episodes

Zacks - 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.

In June 2025, Can You See A Cyclical Move in the Jobs Markets?

Some Macro Effects Are Visible. Already. More Should Arrive. Soon.

Where is this critical sector going in 2025 and 2026?

Or --are there fresh market events-- for the market to struggle with?

Indeed, the Fed’s “dual mandate” remains in play.

What grounds do they have for optimism?

We discuss trade wars, versus traditional trade policy

Will it show big DOGE Federal job cuts?

Here are a few concerns investors should (validly) have.

Positive January S&P500 returns say YES.

Can Stock Traders Expect Rate Cuts This Year?

The February 1st Deadline for Tariffs is in Place. What to Expect?

A Wall of Worry --About This Topic-- is Always a Factor.

2024 Was Good to Stocks. What Happens Next?

Be disciplined and clean our your mental attic, each quarter.

No surprises here: Profits, Earnings, and Revenue Growth.

Look into the conglomerates sector, to find one.

After the FOMC cut 50 bps, here is what to expect.

In other words, can U.S. macro data trump any U.S election uncertainty?

Less uncertainty is usually a benefit.

Or is the event of a SEP rate cut 'all priced in'?

Can this “AI” Cap-ex boom keep driving ahead?

Likely, it takes several months of macro data to answer that question.

This is perhaps the biggest worry, now.

It is time, for a health check, on the all-important U.S. consumer.

Rate cuts in Europe and Latin America, not the USA, get me thinking.

A Big U.S. Election Approaches. Consequences from This Will Produce Heated Debates.

The Electric Vehicle Downcycle May Have Broader Consequences.

Bond and stock traders fell in line -- with Fed consensus. For now.

Oftentimes, strong momentum trading leads to more momentum.

There’s always two sides to every argument. But one may be stronger.

An Aggressive Posture on Asset Allocation Can Remain Attractive.

“Don’t Fight the Fed” may be too dominant a theme, now.

After Davos is over, let’s prognosticate from the cheap seats.

Worriers are still out there. Is there any fresh evidence to support them?

Or do we need to see broader share participation?

The recession bears will never go away. The bulls can take advantage of that.

That is a worthy topic, isn't it?

The FOMC meeting is done. Let’s discuss the latest macro facts.

A lull is here. Is this a buyable dip?

Will their shift in rates spark too much turbulence in Financials?

The S&P500 forward 12M P/E multiple is at a high 18.9.

One source for those answers: Chief Investment Officers (CIOs)

Summer rolls along. It is likely seasonal activity helps.

The regional bank crisis remains a key FOMC focus.

Sector breadth is not there, right now.

Tune in. Fresh macro insights come along with a few fresh thoughts on Q1 earnings.

Shorts have been pounding away. Where to from here?

And a few more macroeconomic thoughts, along with that.

The U.S. monetary and bank regulatory system has plans, if it does.

It's always time for a ‘recession’ update.

What keeps this stock market range-trading

It's time for the latest perspective, coming from the data.

The latest research focuses on retirees

A New Year approaches, with worry abundant

This year, the S&P500 at 4,000 is tough resistance.

The current U.S. housing market isn't a one-size-fits-all situation.

They usually do. Markets don't like political uncertainty.

What CPI index groups should you consult?

2023 is the forward look now

What role they play, now, in the tale of the tape

How to see the big macro insights

Can 4 monster U.S. tech groups keep the S&P500 afloat?

Are U.S. prices slowing, or not?

Where is Fed Chair Powell taking the U.S. economy?

Is U.S. economic growth slowing, or not?

Use monthly nonfarm job additions and weekly unemployment claims.

As important, does the S&P500 index follow along?

The Fed is going to try (mightily) to slow that train down.

There needs to be a new source of bullishness.

Zacks thinks earnings and revenue can

Stock traders can climb over this wall of worry.

What can happen to Prices, Wages, and Profits from here?

Zacks asks and answers this question, over and over again.

Zacks had 4,350 as YE ‘fair value’ and that is where the S&P500 trades

Zacks thinks earnings and revenue growth can.

3 big risks in 2022 we must all think harder about.

No more Fed bond buying liquidity? What to do?

Can anything stop this bull market?

The Fed is lagging its peers. What gives?

How do supply chains work into this too?

This is the biggest macro issue today

Where do stocks go from here.

Can we make sense of this trio?

What to expect from the upcoming holiday shopping season?

More to the point, what should an investor do?

John Maynard Keynes did not address a pandemic.

What catalysts can stock traders focus on?

Here are a few thoughts for you

The issue concerns economists and traders alike

Is this rise in Home & Consumer Price Inflation transitory? Or not?

The latest earnings report season muddied the waters on that.

What does it mean for stocks?

What can chip stocks tell us about Q1 earnings season?

High-beta stocks seem to care the most.

Other world-stage actors may not be following us.

We need to discuss this fiscal-driven situation in greater detail.

Welcome or unwelcome, a rising 10-yr Treasury yield speaks to changed expectations.

Think the Fed, real estate, China, and oh yeah, earnings.

What stocks move with this new U.S. administration?

Easy Money Drives Stocks. What Works Best?

A Forward Looking Market Can Be Beguiling.

You can play pharma…or mobility stocks.

That’s a toppy index number, folks.

A 2021 Macro Recovery is About This, Alone

Being Shut-In Delivers Offline Customers Too.

When the trend is your friend, it matters.

The virus is still influencing stocks

What can stop this freight train?

Or is a spending package just election packaging?

Or do we see momentum profits getting taken…

Or does global growth need to show up first…

My short term and long-term answers are quite different

What could the catalysts be?

During the suppression, NO. Afterwards? YES.

Winning looks good short-term. Actions in a medium-term may be cautious.

Focus your mind. On fresh facts about the uncertainty.

Yes. You can see it. In a few places.

The U.S. economy can recover (quicker) with this bill

Short answer – Not clear. Buy on yellow.

The Nov. election, coronavirus, or earnings results?

Short answer -- YES. The 10-yr Treasury is 1.54%.

Do earnings even matter, given huge daily Fed repo buying?

This is a question worth answering, with care.

Those who actually invest capital in stocks need to be heard.

With stock indexes at record highs, where do we go from here?

Yes. These are U.S. listed stocks

Valuations, Valuations, Valuations folks!

Key Differences between Mainland China and South Korea, Taiwan and Japan.

You are worried. But should you worry more?

Does Impeachment Help End These Trade Wars?

(0:20) - Ending The U.S. and China Trade War (4:15) - Is The Market Still Bullish In Face of This Uncertaintly (5:50) - John Blank’s Top Stock Picks Podcast@Zacks.com

Did the Fed Do the Right Thing? (0:15) - Fed Rate Cut Again: What Does This Mean? (1:55) - Is There A Recession On The Horizon? (2:50) - John Blank’s Top Stock Picks Podcast@Zacks.com

The answer is yes. A monetary policy regime change matters.

(0:15) - What Are The Current Challenges For Monetary Policy? (2:00) - Central Banks Cutting Policy Rates Impact on Global Economy (3:30) - Will We See A Fed Rate Cut In September? (4:20) - What Reg Flags Should Investors Be Watching For and G7 Conference Overview (6:50) - John Blanks Top Stock Picks

``` It is NOT crazy to study global markets now.

(0:20) - What Has Been Causing The Market Volatility?
(2:30) - How Will Earnings Season Impact The Market?
(3:45) - What Could End This Volatility?
(6:30) - John Blank’s Top Stock Picks ```

Yes, tariffs slow growth. And yes, rate cuts help stocks.

(0:20) - China’s Troubles With Tariff’s (4:50) - Tariff impacts On Europe and Global Markets (7:00) - Are We At The Beginning Of A Earnings Recession? (8:05) - John Blanks Top Stock Picks Podcast@Zacks.com

Providing Bank Loans Over the Internet? Yes.

(0:30) - What Is Fintech?

(2:10) - Current Performance For 2019

(4:20) - John Blanks Top Stock Picks Podcast@Zacks.com

Should you hear that music, or stay away?

(0:10) - Is It Time To Invest In The Computer Service Industry? (2:00) - What Pressures or Risks Are Impacting Computer Services? (4:15) - Stocks To Watch In Computer Services Podcast@Zacks.com

Two clean tracks set the event risk

(0:15) - Is The China and U.S. Tariff’s Getting Worse? (2:00) - How Will This Impact The U.S. Economy? (4:45) - Did We Get What We Expected From The Fed Meeting? (5:55) - Where Should You Be Looking To Invest? Podcast@Zacks.com

Stock markets are worried. Should you be?

(0:35) - The Impact of Growing Tariff Concerns (2:00) - What Could Cause A Market Rally and How High Could It Go? (3:40) - Finding Investments In Healthcare, Industrials and Communication Services

The sun always shines bright…just at sunset!

(0:30) - Is The Economy Slowing Down or Stalling? (2:30) - Is The U.S Government Spending Too Much? (4:05) - How Will Tariff Concerns Impact The Economy? (5:10) - Is The Computer Software Sector A Must Buy?

The U.S economy should remain out of recession until 2020.

What stock sectors keep the S&P500 on the move higher?

0 Hikes, 1 Hike or 2 Hikes in 2019?

The U.S. and China Damaged, But Did Not Break Global Trade

But Maybe Garbage Stocks Are Great Plays!

It’s Sounds Like a Marketing Ploy. It’s Not.

Hint: It’s the lack of sensitivity to reducing the Fed balance sheet.

At the start of QE, stocks reflated. At the end, they deflated. End of story.

The U.S. economy is the MOST important fundamental

Let’s open the eternal debate anew

Stocks rise and trade deficits rise. This makes sense.

An old bull market is not a dead bull market.

The U.S economy should remain out of recession until 2020.

What stock sectors keep the S&P500 on the move higher?

Later summer means vacation. What to play when traders come back?

What's on in second half stock markets?

June is historically a flat month for stocks. Any catalysts this time?

What's up with this month's outlook?

The U.S. economy CAN survive higher rates, to a point.

We aren't done with this issue. Listen in.

May 21. That's the date when Trade War talk becomes action

Consensus had +17.1% earnings growth. That's holding up.

Jerome Powell deferred to the FOMC. The risk markets liked that.

Feb saw a big correction. What’s up with March?

One sided markets aren't stable.

The answers are trickier than you may think.

Will 2018 really be a Goldilocks year?

Chief Equity Strategist John Blank says this bullish market tone does face a few challenges.

It’s a New Year. What’s new, and what’s not, for the U.S. and world economy

It’s that time of the calendar year…to make a prognosis on 2018

Third quarter GPD lights the path ahead

The link between government and trade deficits