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Market Outlooks
Global Markets Weekly Update: August 16, 2019
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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
Comfortable Being Uncomfortable
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Where T. Rowe Price is hunting amid the market confusion.
Market Outlooks
AAM Viewpoints: Reasonable Municipal Downgrades?
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For the past several months, the rating agencies have been imposing new standards in the ratings of municipal revenue bonds by imposing ceilings on these ratings linked to the issuer’s general obligation (GO) pledge. This has resulted in downgrades of some well-known, and not-so-well-known, issuers despite no change in the fundamental credit profile of the revenue bond, or the related general obligation bond, issuer. In fact, some of these downgrades occurred in the face of an improving credit profile.
Market Outlooks
Global Markets Weekly Update: August 9, 2019
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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
What Jitters Over Trade Indicate About Markets
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A worsening of the U.S.-China trade dispute will likely cause volatility in the period ahead, reinforcing the importance of selectivity.
Market Outlooks
AAM Viewpoints: Economic Problems in Europe and China Are Real – So Are The Opportunities
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Two of our high conviction best ideas for 2019 include Emerging Markets and Europe. After a dismal year for global equity markets in 2018, both markets have gotten off to a great start in 2019 roughly keeping pace with the United States. According to Bloomberg, year to date through March 15, Emerging Markets (as measured by the MSCI Emerging Markets Index) is up an impressive 9.73% while the S&P 500 outpaces being up 12.8%. Europe (as measured by the Eurostoxx 50) is up a respectable 12.87%. What should we expect for the balance of the year?
Market Outlooks
Global Markets Weekly Update
This piece is approved to use with clients.
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
AAM Viewpoints: And the Beat Goes On... Liquidity and Leverage
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Continuing the discussion from last week about the discussion of Leverage and Liquidity, we focus a bit on why there are some economic and market metrics that don’t corroborate the “feelings” that permeate discussions.
Market Outlooks
AAM Viewpoints: Liquidity and Leverage, Forever Dance Partners
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With the tariff two step currently being displayed between the United States and China, it is easy to overlook two components of a late-stage economic cycle that often foreshadows the severity of the next downturn. While the downturn does not appear imminent, it is still an event that one should be prepared for as the capital market prices will price it in before the actual occurrence.