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Artwork for Global Markets

Global Markets with John Blank

Zacks - John Blank
Federal Reserve
S&P 500
U.S. Economy
United States
NVIDIA
Stock Market
Tariffs
Artificial Intelligence
Inflation
Labor Market
Interest Rates
Consumer Spending
Earnings Growth
Japan
GDP Growth
Work From Home Trends
Tesla
Nasdaq
US Economy
Oil Prices

John Blank, the Chief Equity Strategist at Zacks Investment Research, takes a look at current market, economic, and industry trends going on around the world.

PublishesDailyEpisodes184Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Global Markets

Latest Episodes

FOMC policy rates may well be the most important factor -- for stocks.

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Let's take a closer look, into valuations & trader sentiment.

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Manufacturers operate inside interesting technical times.

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The oil price future may not be like anything we have seen.

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Recent Guests

John Blank
Chief Equity Strategist and Economist
Zacks Investment Research
Episode: What Does "Work-From-Home" Data Say About the U.S. economy?

Hosts

Terry Ruffalo
Host of Global Markets with John Blank; moderator of discussions on market trends and investment insights; frequently leads insights into macro themes and stock-level ideas.
John Blank
Chief Equity Strategist and Economist at Zacks Investment Research; frequent guest providing macro, policy, inflation, and market outlook insights.

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Apple Podcasts
#35
Saudi Arabia/Business/Investing
Apple Podcasts
#215
Saudi Arabia/Business

Talking Points

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What Does Global Oil Shock Modeling Show Stock Traders?
Q: How does this affect investors and which stocks might be impacted?
Higher oil prices tend to elevate inflation and rates, which can hurt broadly equities but may boost certain defensive or beneficiary sectors; specific stock ideas were discussed as potential plays depending on how the shock evolves, including health insurance providers and semiconductor companies.
What Does Global Oil Shock Modeling Show Stock Traders?
Q: What would the oil price path look like under a three-quarter shock?
Under a three-quarter modeled shock using 1970s parameters, oil could surge toward around 167 dollars per barrel, triggering higher inflation and prompting central banks to raise rates, which would push up the cost of government bonds and impact stock portfolios.
What Does Global Oil Shock Modeling Show Stock Traders?
Q: What exactly is global oil shock modeling?
Global oil shock modeling treats price as a globalized outcome where supply disruptions—such as those from the Strait of Hormuz—feed through to prices, inflation, and macro variables, allowing us to forecast price paths two to three quarters out and assess implications for assets.
"AI" Already Shifted the Manufacturing Landscape
Q: What's the more global picture for AI-enabled manufacturing beyond the U.S.?
There's a clear bifurcation, with China pushing ahead in their own path and other regions pursuing different strategies, suggesting a global reconfiguration of supply chains and a need to watch how AI integrates into manufacturing in different regions.
"AI" Already Shifted the Manufacturing Landscape
Q: Hey, is AI showing up in PMI data, or is the impact more nuanced in the sub-indexes?
The impact appears in the sub-indexes, particularly in orders and the types of companies selling into data centers, while the overall PMI may reflect the price surge rather than pure volume growth.

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Frequently Asked Questions About Global Markets

What is Global Markets about and what kind of topics does it cover?

A market-focused interview series that blends macroeconomics, geopolitics, and sector-specific data to illuminate global equity and economic trajectories. Frequent conversations center on AI-driven productivity, energy markets, and policy shifts, with in-depth analysis of how tariffs, oil shocks, and central bank moves shape stock implications for large tech incumbents, hyperscalers, and industrials. Noteworthy is the host-led synthesis of macro themes with concrete ticker-level ideas, providing listeners with practical frameworks for evaluating fair value, sector rotations, and risk in a volatile geopolitical environment. The show often features a few recurring guests renowned for their macro expertise and market read on policy, inflation,... more

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These podcasts share a similar audience with Global Markets:

1. ETF Spotlight
2. Zacks Market Edge
3. Investing Experts
4. Investing Insights
5. Investing With IBD

How many episodes of Global Markets are there?

Global Markets launched 9 years ago and published 184 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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1. John Blank

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