Nicholas Fawcett
Senior Economist at the BlackRock Investment Institute who provides macroeconomic analysis and concise market outlooks, including commentary on labor markets and monetary policy.
Best podcasts with Nicholas Fawcett
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Nov 29, 2024 • 21min
201: AI's Three Investing Phases
Nicholas Fawcett, a senior economist at BlackRock Investment Institute and an expert in AI's economic impact, shares insights on how AI is reshaping industries and economies. He discusses the three phases of AI's evolution: build-out, adoption, and transformation. The conversation highlights the capital investment rush led by companies like NVIDIA, the potential for AI to boost productivity and create new jobs, and strategies for investors to navigate this rapidly changing landscape while seizing emerging opportunities.
Dec 12, 2025 • 6min
243: Market take: How a Softening Labor Market Shapes the Fed’s Next Move
Nicholas Fawcett, a Senior Economist at the BlackRock Investment Institute, dives into the softening U.S. labor market and its implications for the Federal Reserve. He explains the 'no hiring, no firing' trend emerging from cooling labor demand and supply, hinting at a likely rate cut. Delayed payroll data complicates economic visibility, yet markets are pricing in a quarter-point cut. Fawcett also discusses how fiscal tightening in the UK influences bond valuations and the delicate balance between inflation control and economic stability.
