BlackRock Says French Equities Are ‘Attractively Priced’
Original Report
BlackRock portfolio manager Tom Becker discusses the outlook for euro-zone equities, including in France. "The underperformance of the CAC over the last one, three years, it’s pretty material,"...
BlackRock portfolio manager Tom Becker discusses the outlook for euro-zone equities, including in France. "The underperformance of the CAC over the last one, three years, it’s pretty material," Becker tells Bloomberg Television. "It’s a pretty cyclically-exposed index. It’s got some big energy producers, so we think there’s kind of a bottom there." (Source: Bloomberg)
Glass House Analysis
Energy prices affect virtually every aspect of daily life—from commuting costs to heating bills to the price of groceries (which must be transported). For working families, energy represents one of the most volatile and impactful line items in their budgets. Energy policy decisions ripple through the economy, affecting everything from manufacturing competitiveness to household financial stress.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
Enjoyed this analysis?
Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.
No spam. Unsubscribe anytime.
More Stories
Xi asks Trump if U.S. and China can avoid 'Thucydides Trap' at high-stakes summit
U.S. President Donald Trump met Chinese President Xi Jinping in Beijing on Thursday morning for the start of a high-stakes summit that runs through Friday.
The commodities guru who warned about silver falling now is saying the hantavirus could do the same to oil
What if the Hantavirus turns into a black-swan for oil? This former hedge-fund executive is taking out some insurance against that.
Trump Invites China’s Xi to White House in September
US President Donald Trump extends an invitation to China’s President Xi Jinping to visit the White House on September 24. Trump spoke at a banquet in Beijing on Thursday. (Source: Bloomberg)
DP World 'Bullish' on Africa Expansion
DP World is continuing its expansion plans for ports and infrastructure from Mozambique to Congo. Mohammed Akoojee, DP World’s managing director for sub-Saharan Africa, spoke to Bloomberg's Ondiro...