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Market Outlooks
AAM Viewpoints: Humans Fear the Virus. Markets Fear the Panic.
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It seems daily, if not hourly, the global panic surrounding the COVID-19 virus is spiking. Fear has gripped our world and has seemingly taken over. The virus is not the problem, the fear of the virus is the problem. This is a classic case of perception becoming reality.
Market Outlooks
Global Weekly Commentary: Looking through the market turmoil
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The coronavirus outbreak is set to deliver a sharp and deep economic shock. Market moves are reminiscent of the 2008 crisis, but we don’t think this is a repeat. Stringent containment and social distancing policies will bring economic activity to a near standstill, but provided aggressive fiscal and monetary policy actions are taken to bridge businesses and households through the shock, activity should return rapidly with little permanent economic damage.
Market Outlooks
Global Markets Weekly Update: March 13, 2020
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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 coronavirus response: How government actions could help mold a recovery
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On the latest edition of Market Week in Review, Quantitative Investment Strategist Abraham Robison and Head of AIS Business Solutions Sophie Antal Gilbert discussed the ongoing volatility in markets as well as the global government response underway to combat the coronavirus.
Market Outlooks
Weekly Macro Update: Central Banks & Cheap Oil Keep on Rollin'
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Central banks have turned accommodative as oil prices continue to decline and digital taxes on tech companies are likely to be implemented by early Spring. Watch for FOMC and BOJ meetings next week for further easing.
Market Outlooks
A 30 year perspective, and a bit more perspective on the 30-year mortgage
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Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
Market Outlooks
Global Weekly Commentary: Policy response to virus takes shape
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The coronavirus outbreak has continued to roil markets, even as significant monetary policy steps have been taken. Uncertainties related to the outbreak give public health officials a strong incentive to act aggressively to mitigate its human toll. These measures, though temporary in nature, slow economic activity, sometimes precipitously. We believe this will eventually set the scene for a strong rebound, but a decisive policy response is needed to safeguard fundamentals.