The *BlackRock Weekly Investment Commentary (November 2024)* explores current macroeconomic conditions and structural forces shaping markets. Key insights include:
- The Fed is expected to cut rates, but likely less than markets anticipate, due to persistent inflation and labor market strength.
- U.S. Treasury yields are high, with tech earnings underperforming amid elevated valuations.
- Structural forces like demographic shifts, AI disruption, and geopolitical fragmentation are anticipated to maintain inflation pressures long-term.
For a detailed breakdown of these dynamics and investment recommendations, download the full report.
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