BlackRock Investment Institute

Can the U.S. have a soft landing? In part 1, we look back at the consumer spending shock driving inflation. Read more.

Can the U.S. have a soft landing? In part 2, we look forward to what an aging population means for growth and inflation. Read more.

Fading economic momentum after a rapid post-Covid reopening has revealed China’s sluggish underlying activity. Read our take on China's economic outlook.

Will central banks choose to divert monetary policy from fighting inflation to protecting the banking sector? We don’t think so – and that’s very different from any other financial stress episode in the past 40 years.

China is reopening - we see that powering a one-off growth spurt of more than 6% this year.

The economic damage from U.S. rate hikes has started - but it's only a fraction of what's still to come.

A key factor driving up prices in the U.S.? There aren't enough workers to comfortably maintain the current level of production.

China now faces a set of acute challenges that, in our view, mean it’s entering a stage of significantly slower growth.

The UK government’s fiscal splurge wasn’t good news for growth. It was bad news for how far interest rates need to rise.

Are the growth costs of taming inflation a price worth paying? A debate is urgently needed.

Unlike other central banks, the Bank of England is being honest that getting inflation all the way down to 2% would cause a recession.

Alex and Nicholas explain why the pandemic’s lasting impact on the U.S. economy’s production capacity leaves the Fed with a tough choice.

Markets hang on every new monthly inflation reading. But the most important question for the economic outlook isn’t what the next reading will be. It’s what’s actually driving inflation to the highest it’s been for decades.