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Fixed Income Insights
Weekly Fixed Income Commentary: Economic data push Treasury yields higher
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U.S. Treasury yields moved higher last week, as strong U.S. economic data and hawkish U.S. Federal Reserve rhetoric caused markets to push back expectations for rate cuts.
Market Outlooks
Weekly Investment Commentary: Magnificent munis
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U.S. Treasury yields have risen across the curve in 2024, with the 10-year yield now more than 4%. Anticipating a slowdown in economic growth, we forecast the 10-year yield to end 2024 at around 3.50%.
Market Outlooks
Global Weekly Commentary: Staying selective in emerging markets
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We see broader support for emerging markets (EMs) given the market’s upbeat sentiment on risk assets as U.S. growth holds up, inflation cools and the Federal Reserve prepares to cut policy rates. EMs have been resilient to the latest Fed rate hikes.
Market Outlooks
Global Markets Weekly Update: February 09, 2024
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Market Week in Review: The S&P 500 and the winning Super Bowl team: A tale of 49ers?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline despite a hawkish Fed
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U.S. Treasury yields rallied last week. U.S. Federal Reserve Chair Powell indicated that a rate cut in March is unlikely, and surprisingly strong U.S. employment data served as a second blow for fixed income investors hoping for early rate cuts.
Market Outlooks
Weekly Investment Commentary: Real estate beckons as rate hopes waver
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Aggressive central bank rate-hiking policies have taken a toll on private real estate markets since late 2022.
Market Outlooks
Global Weekly Commentary: Earnings unlikely to spoil stock rally
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U.S. Q4 corporate earnings season is in full swing. We don’t see it spoiling upbeat risk appetite for now. The S&P 500 hit an all-time high last week as most top tech firms beat high earnings expectations.
Market Outlooks
Global Markets Weekly Update: February 02, 2024
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Market Week in Review: Fed pushes back on notion of March rate cut
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields mixed on strong economic data
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U.S. Treasury yields were mixed last week and spread sectors outperformed as fourth quarter U.S. GDP exceeded expectations.
Market Outlooks
Weekly Investment Commentary: Bullish on bonds
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We believe the recent increase in bond yields has created ample opportunity for investors to benefit from what should be several rate cuts this year (beginning later than markets expect).