Rick Rieder
@ricksinsights.bsky.social
@BlackRock ClO of Global Fixed Income | Emory and Wharton Alum | Go Orioles! Lead PM for BINC, BSIIX, MALOX, MAWIX Content intended for a U.S. audience
Pinned
Rick Rieder
@ricksinsights.bsky.social
· Nov 17
https://www.blackrock.com/us/financial-professionals/insights/productivity-driven-investing
t.co
This is an environment to clip coupon and concentrate your upside. This month we outline how productivity dynamics are shaping equity returns, while measured duration and high starting yields keep portfolios invested through the noise.
t.co/woQUvFWDxq
t.co/woQUvFWDxq
This is an environment to clip coupon and concentrate your upside. This month we outline how productivity dynamics are shaping equity returns, while measured duration and high starting yields keep portfolios invested through the noise.
t.co/woQUvFWDxq
t.co/woQUvFWDxq
https://www.blackrock.com/us/financial-professionals/insights/productivity-driven-investing
t.co
November 17, 2025 at 5:19 PM
This is an environment to clip coupon and concentrate your upside. This month we outline how productivity dynamics are shaping equity returns, while measured duration and high starting yields keep portfolios invested through the noise.
t.co/woQUvFWDxq
t.co/woQUvFWDxq
CIO Chart of the Week: Al-related spending isn't just a tech story-it's an economic engine.
Since 2023, Al investment has consistently outpaced non-Al, driving the majority of business investment contribution to GDP. #AIInvestment
#AIEconomy
#EconomicGrowth
#BusinessInvestment
#MacroTrends
Since 2023, Al investment has consistently outpaced non-Al, driving the majority of business investment contribution to GDP. #AIInvestment
#AIEconomy
#EconomicGrowth
#BusinessInvestment
#MacroTrends
November 17, 2025 at 12:20 AM
CIO Chart of the Week: Al-related spending isn't just a tech story-it's an economic engine.
Since 2023, Al investment has consistently outpaced non-Al, driving the majority of business investment contribution to GDP. #AIInvestment
#AIEconomy
#EconomicGrowth
#BusinessInvestment
#MacroTrends
Since 2023, Al investment has consistently outpaced non-Al, driving the majority of business investment contribution to GDP. #AIInvestment
#AIEconomy
#EconomicGrowth
#BusinessInvestment
#MacroTrends
What can Rafa Nadal teach us about investing?
Nadal only won 54% of points in his career, yet he's a 22-time Grand Slam champion. Success came from winning the points that mattered most. #PointsofImpact #WinningStrategy #MarketsMatter #YieldFocus #InflationWatch #ResilientGrowth #LongTermMindset
Nadal only won 54% of points in his career, yet he's a 22-time Grand Slam champion. Success came from winning the points that mattered most. #PointsofImpact #WinningStrategy #MarketsMatter #YieldFocus #InflationWatch #ResilientGrowth #LongTermMindset
October 8, 2025 at 10:23 AM
What can Rafa Nadal teach us about investing?
Nadal only won 54% of points in his career, yet he's a 22-time Grand Slam champion. Success came from winning the points that mattered most. #PointsofImpact #WinningStrategy #MarketsMatter #YieldFocus #InflationWatch #ResilientGrowth #LongTermMindset
Nadal only won 54% of points in his career, yet he's a 22-time Grand Slam champion. Success came from winning the points that mattered most. #PointsofImpact #WinningStrategy #MarketsMatter #YieldFocus #InflationWatch #ResilientGrowth #LongTermMindset
Yesterday's GDP revision reaffirms our view that the aggregate economy remains robust, as an impressive upward revision in consumption showed that Q2 Real GDP expanded at the most rapid pace in nearly two years.
September 27, 2025 at 7:24 PM
Yesterday's GDP revision reaffirms our view that the aggregate economy remains robust, as an impressive upward revision in consumption showed that Q2 Real GDP expanded at the most rapid pace in nearly two years.
Reposted by Rick Rieder
(CNBC) - The new names includes Jefferies Chief Market Strategist David Zervos, former Fed Governor Larry Lindsey, and Rick Rieder, chief investment officer for global fixed income at BlackRock.
@steveliesman.bsky.social @cnbc.com
www.cnbc.com/2025/08/13/t...
@steveliesman.bsky.social @cnbc.com
www.cnbc.com/2025/08/13/t...
August 13, 2025 at 12:18 PM
(CNBC) - The new names includes Jefferies Chief Market Strategist David Zervos, former Fed Governor Larry Lindsey, and Rick Rieder, chief investment officer for global fixed income at BlackRock.
@steveliesman.bsky.social @cnbc.com
www.cnbc.com/2025/08/13/t...
@steveliesman.bsky.social @cnbc.com
www.cnbc.com/2025/08/13/t...
Appreciate the kind words. The focus has always been on serving markets and investors through discipline, research, and risk management. Whatever the setting, we believe policy should be evidence-driven, independent of politics, and aimed at improving outcomes for households and the broader economy.
Highly respect the bloke and worked - few levels ! - under him at LB for a few years and would find it hard to believe …
September 22, 2025 at 9:00 PM
Appreciate the kind words. The focus has always been on serving markets and investors through discipline, research, and risk management. Whatever the setting, we believe policy should be evidence-driven, independent of politics, and aimed at improving outcomes for households and the broader economy.
Reposted by Rick Rieder
This is all a smokescreen and doesn't matter but Rieder might be interesting.
*BESSENT HAS INTERVIEWED FOUR OF AT LEAST 11 FED CHAIR OPTIONS
*BESSENT INTERVIEWED RIEDER FOR CENTRAL BANK JOB ON FRIDAY
*BLACKROCK’S RICK RIEDER CLIMBS RANKS OF FED CHAIR CONTENDERS
*BESSENT HAS INTERVIEWED FOUR OF AT LEAST 11 FED CHAIR OPTIONS
*BESSENT INTERVIEWED RIEDER FOR CENTRAL BANK JOB ON FRIDAY
*BLACKROCK’S RICK RIEDER CLIMBS RANKS OF FED CHAIR CONTENDERS
September 12, 2025 at 6:22 PM
This is all a smokescreen and doesn't matter but Rieder might be interesting.
*BESSENT HAS INTERVIEWED FOUR OF AT LEAST 11 FED CHAIR OPTIONS
*BESSENT INTERVIEWED RIEDER FOR CENTRAL BANK JOB ON FRIDAY
*BLACKROCK’S RICK RIEDER CLIMBS RANKS OF FED CHAIR CONTENDERS
*BESSENT HAS INTERVIEWED FOUR OF AT LEAST 11 FED CHAIR OPTIONS
*BESSENT INTERVIEWED RIEDER FOR CENTRAL BANK JOB ON FRIDAY
*BLACKROCK’S RICK RIEDER CLIMBS RANKS OF FED CHAIR CONTENDERS
Reposted by Rick Rieder
September 12, 2025 at 6:35 PM
CIO Chart of the Week: As markets prepare for today's highly anticipated Fed meeting, the current high-rate environment continues to weigh heavily on consumers… most notably in housing. #FinancialMarkets #USHousing #RateHikes #MacroTrends #WealthGap
September 22, 2025 at 8:06 PM
CIO Chart of the Week: As markets prepare for today's highly anticipated Fed meeting, the current high-rate environment continues to weigh heavily on consumers… most notably in housing. #FinancialMarkets #USHousing #RateHikes #MacroTrends #WealthGap
Inflation data data back came in on the firmer side, with core CP| (excluding the more volatile food and energy components) increasing by 0.35% month-over-month and 3.11% year-over-year as of August, which modestly exceeded economists' consensus estimates.
September 17, 2025 at 3:13 PM
Inflation data data back came in on the firmer side, with core CP| (excluding the more volatile food and energy components) increasing by 0.35% month-over-month and 3.11% year-over-year as of August, which modestly exceeded economists' consensus estimates.
Looking back at the July CPI report release on last month, we see that the volatility of MoM Core CPI remains consistent with levels from 1990–2020, a period of notable price stability. While Services ex-Shelter Inflation ticked up MoM, this aligns with seasonal patterns observed in recent years.
September 7, 2025 at 4:34 PM
Looking back at the July CPI report release on last month, we see that the volatility of MoM Core CPI remains consistent with levels from 1990–2020, a period of notable price stability. While Services ex-Shelter Inflation ticked up MoM, this aligns with seasonal patterns observed in recent years.
Reposted by Rick Rieder
BlackRock’s Rick Rieder says CPI gives Fed justification for a half-point cut in September
https://www.europesays.com/2324205/
Rick Rieder, BlackRock’s chief investment officer for global fixed income, is sticking with his call for a jumbo…
https://www.europesays.com/2324205/
Rick Rieder, BlackRock’s chief investment officer for global fixed income, is sticking with his call for a jumbo…
BlackRock’s Rick Rieder says CPI gives Fed justification for a half-point cut in September - EUROPE SAYS
Rick Rieder, BlackRock's chief investment officer for global fixed income, is sticking with his call for a jumbo rate cut from the Federal Reserve next month
www.europesays.com
August 12, 2025 at 7:30 PM
BlackRock’s Rick Rieder says CPI gives Fed justification for a half-point cut in September
https://www.europesays.com/2324205/
Rick Rieder, BlackRock’s chief investment officer for global fixed income, is sticking with his call for a jumbo…
https://www.europesays.com/2324205/
Rick Rieder, BlackRock’s chief investment officer for global fixed income, is sticking with his call for a jumbo…
Reposted by Rick Rieder
Rick Rieder, BlackRock’s chief investment officer for global fixed income, is sticking with his call for a jumbo rate cut from the Federal Reserve next month after new inflation data showed less-than-expected price pressures.
BlackRock’s Rick Rieder says CPI gives Fed justification for a half-point cut in September
"We expect the Fed to begin cutting rates in September, and it could be justified cutting the Funds rate by 50 basis points," Rick Rieder said.
cnb.cx
August 12, 2025 at 7:30 PM
Rick Rieder, BlackRock’s chief investment officer for global fixed income, is sticking with his call for a jumbo rate cut from the Federal Reserve next month after new inflation data showed less-than-expected price pressures.
Reposted by Rick Rieder
BlackRock’s Rick Rieder says a half-point rate cut by the Fed in September is possible
Rick Rieder, BlackRock's chief investment officer for global fixed income, said July's dismal jobs report opened the door for a jumbo rate cut from the Federal Reserve next month. "We would argue that the…
Rick Rieder, BlackRock's chief investment officer for global fixed income, said July's dismal jobs report opened the door for a jumbo rate cut from the Federal Reserve next month. "We would argue that the…
BlackRock’s Rick Rieder says a half-point rate cut by the Fed in September is possible
Rick Rieder, BlackRock's chief investment officer for global fixed income, said July's dismal jobs report opened the door for a jumbo rate cut from the Federal Reserve next month. "We would argue that the evidence the Fed needed in order to justify a cut in September has arrived in today's report," Rieder said in a note to clients Friday afternoon. "If slack in the labor force builds at all, or we continue to see a below 100,000 jobs hiring rate persistently, we would expect the Fed to start moving rates lower, and a 50-basis point cut in September might be possible depending on how the data evolves." A half-point cut next month would mirror the Fed's move in September 2024 when it began the easing cycle with a big rate reduction.
10bmnews.com
August 3, 2025 at 5:28 AM
BlackRock’s Rick Rieder says a half-point rate cut by the Fed in September is possible
Rick Rieder, BlackRock's chief investment officer for global fixed income, said July's dismal jobs report opened the door for a jumbo rate cut from the Federal Reserve next month. "We would argue that the…
Rick Rieder, BlackRock's chief investment officer for global fixed income, said July's dismal jobs report opened the door for a jumbo rate cut from the Federal Reserve next month. "We would argue that the…
Reposted by Rick Rieder
Fed’s higher inflation forecast and rate projections rattle the stock market todayheadline
BlackRock chief investment officer Rick Rieder calls it a "new phase" of the rate-cutting cycle. Read More
BlackRock chief investment officer Rick Rieder calls it a "new phase" of the rate-cutting cycle. Read More
Fed’s higher inflation forecast and rate projections rattle the stock market todayheadline
BlackRock chief investment officer Rick Rieder calls it a "new phase" of the rate-cutting cycle. Read More
todayheadline.co
December 19, 2024 at 2:01 AM
Fed’s higher inflation forecast and rate projections rattle the stock market todayheadline
BlackRock chief investment officer Rick Rieder calls it a "new phase" of the rate-cutting cycle. Read More
BlackRock chief investment officer Rick Rieder calls it a "new phase" of the rate-cutting cycle. Read More