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Market Outlooks
Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watchi
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The Bank of Canada (BOC) is starting to take away the punch bowl even though the party is still relatively young. Last week, the central bank noted that the Canadian economy has already made a significant recovery — and that there has been an accompanying rise in inflation.
Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
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A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.
Market Outlooks
AAM Viewpoints: Rising rates: good or bad for dividends?
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With interest rates on the move – and consensus believing the trend will continue into 2023 – many investors, especially those searching for income, are grappling with the potential fall-out of rising rates on their portfolios.
Market Outlooks
Weekly Investment Commentary: Optimism waivers despite solid economic news
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Most global equity markets declined modestly last week as investors grappled with headlines that alternated between improving economic data and rising global COVID-19 case counts. In the U.S., the S&P 500, DJIA and NASDAQ each fell by less than 0.5%. The same was true for the MSCI EAFE and ACWI ex-US indexes while their emerging market counterpart gained 0.4%, despite the rapidly deteriorating health care situation in India.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as investors fret over rising tax rates
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U.S. Treasury yields declined last week and risk assets weakened slightly. Despite positive economic data, investor sentiment took a hit as attention centered on reports that the Biden administration is preparing a proposal to raise capital gains tax rates. The Federal Reserve (Fed) will be in focus this week, though no major policy changes are expected.
Market Outlooks
Global Markets Weekly Update: April 23, 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.