Jean Boivin

In this discussion, Jean Boivin, Head of Investment Institute at BlackRock, sheds light on US market and economic risks for 2025, offering a forward-looking perspective on global growth. Bruce Kasman, Chief Economist at JPMorgan, dives into the intricacies of the US economy and inflation, spotlighting the delicate balance facing the Federal Reserve. The conversation also touches on labor dynamics and market trends, unveiling the challenges and opportunities that lie ahead for investors and policymakers.

Jean Boivin, Head of The BlackRock Investment Institute, shares his expertise on navigating economic transformations. He discusses the impact of AI and energy transitions, emphasizing the imperative for infrastructure investment. Geopolitical shifts and recent elections are reshaping market dynamics, introducing volatility. Boivin also explores central bank strategies amidst inflation challenges and the need for an adaptive approach to investment strategies in 2025. His insights are invaluable for investors looking to thrive in a rapidly changing landscape.

Jean Boivin, Head of the BlackRock Investment Institute, shares insights on the ongoing global economic transformation and U.S. trade policy. He warns of the risks of high-friction relations between the U.S. and China, stressing the need for cooperation. The discussion dives into how tariffs affect U.S.-Canada relations, especially in manufacturing, and the potential shifts in trade dynamics. Boivin also reflects on the importance of trust in the global economy and the implications of geopolitical tensions on future negotiations.

Jean Boivin, Global Head of Research at BlackRock, shares insights on the pressures facing US equities amid tariff discussions. He elaborates on potential market boosts and risks within global trends. Kathy Bostjancic, Chief Economist at Nationwide, analyzes recent economic data, revealing concerns about US growth and consumer behavior amidst economic uncertainties. The conversation also highlights influences of artificial intelligence on economics and the evolving dynamics in retail and small business challenges.

Jean Boivin, Global Head of Research at BlackRock Investment Institute, shares insights on how President Trump's tariff deadline is being priced into the markets. Ed Mills, Washington Policy Analyst at Raymond James, discusses the administration's economic priorities. Nancy Lazar, Chief Global Economist at Piper Sandler, examines expectations for U.S. and global economic growth and the complexities tariffs bring to inflation and trade negotiations. The conversation highlights the intersection of political strategies and market dynamics.