Former macro strategist @Bloomberg, now @BlackRock. A Canadian living on the other side of the pond. Macro, markets, musings. All views expressed are my own! :)
Tomorrow at 10am NY time (3pm London), we'll be holding a live Q&A about the stock market on @TheTerminal with me and @LauraACooper. Just go to ALIV <GO>, and please join in. Questions welcome.
The UK backdrop “is much more challenged” than Europe, BlackRock Senior Manager @LauraACooper says. “Core inflation in the UK does remain stickier and more problematic, which does suggest that the Bank of England has more work ahead of them.”
Laura Cooper, BlackRock senior macro strategist for iShares EMEA, says European equities are not accurately reflecting the looming recession across the continent https://t.co/icKx2PE556
“The key question is, how do we position portfolios in this type of environment?”
BlackRock's Laura Cooper discusses US and European market performances, investment strategies and more on Bloomberg Television https://t.co/3X9q0VWQP6
BlackRock Senior Macro Strategist Laura Cooper says pressures like the push for Net Zero and higher wages could structurally keep inflation higher and force the Fed to revaluate its target:
Laura Cooper, senior investment strategist at BlackRock International, says she struggles to see what the catalyst is for a further leg higher in equity markets as earnings have more room to go lower.
She speaks on “Bloomberg Surveillance Early Edition” https://t.co/LrSr8swfaH
.@BlackRock Senior Macro Strategist Laura Cooper on the Fed: “There's probably a scope for Fed hawkishness to persist, but what we're seeing in... rates markets is actually the recalibration of expectations after markets interpreted last week's FOMC meeting with a dovish tilt.”
It was great to be back on BBG TV with one of my favourites @GuyJohnsonTV on the European Market Close last week to discuss inflation prints, the challenging ECB path ahead and our take on recession risks… Up next, the BoC! #ECB#inflation#recession https://t.co/A1r2uHbE01
Pound Haunted by Pandemic-Era Pain as Variants Rattle Traders… Great to collab with @WilliamShaw546 and @worrachate on this @markets https://t.co/Ksm8LcghCN
"It's a classic turnaround Tuesday in these markets," @LauraACooper says. She runs @annaedwardsnews through all today's market action https://t.co/tEMIKTprXF
"If you can replace 100% of the lost income in a crisis like this, why don’t we replace 100% of people’s lost income in every cyclical downturn?" The pandemic response may have provided a new template for economic policy making @JWMason1 https://t.co/jF0DQCWw3K