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Market Outlooks
Global Weekly Commentary: Don’t be surprised by surprising data
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We see the recent inflation spike as temporary due to unique restart forces, but see inflation on the rise in the medium term. Both views keep us pro-risk.
Market Outlooks
What's Next for Value Stocks
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We believe that the value rally has room to run and are finding opportunities in select cyclical sectors and dividend payers.
Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
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The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Fixed Income Insights
Views on the Dynamic Post-Pandemic Trading Environment
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Our global fixed income trading team provides valuable insights that inform the positioning in our fixed income portfolios.
Market Outlooks
Global Markets Weekly Update: May 07, 2021
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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
Global Weekly Commentary: Mind the (rate expectation) gap
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Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
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Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.