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Market Outlooks
PMC Weekly Market Brief - October 26, 2020
PMC Weekly Market Brief - October 26, 2020
Market Outlooks
Global Markets Weekly Update: October 23, 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: How the U.S. elections could impact markets
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Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
October Market Insight Call
In case you missed it, check out the replay of September's Market Insight Call! Michael Gates and Tushar Yadava from BlackRock gave their thoughts on the markets and shared what they're keeping an eye on as we head into the elections.
Market Outlooks
The stock market and the economy: Two different animals
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COVID-19 has cut a swathe through the world economy thanks to government mandated lock-downs and restrictions. No business closes its doors voluntarily and no individuals enjoy confinement to “barracks” for months on end. It is therefore essential that there is an appropriate reckoning when the pandemic passes.
Market Outlooks
The Fed’s new framework and its evolving reaction function
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Amid an accelerating election season, ongoing pandemic and a return to partisan gridlock, the Federal Reserve (Fed) has been a bit less prominent in the news cycle lately. However, at the central bank’s annual August retreat in Jackson Hole, Chairman Jerome Powell announced amendments to the Fed’s Statement on Longer-Run Goals and Monetary Policy Strategy, which had been largely unchanged since 2012. At a recent mini-forum on this topic, we discussed the significance of this change and its implications for future Fed policy and for investors.
Fixed Income Insights
October Fixed Income Market Update
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In our view, while economic data has been generally improving, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus. Given tensions and political posturing entering the last stages of election season, short-term we believe risk premiums should be higher on the margin until resolution of the election.
Policy and Regulatory Commentary
Ballot Initiatives: Buyer Beware
While early voting lines might be much longer this year (multiple news outlets reported massive waits in Florida on Monday, for example, where it was the first day of early voting), voters’ actual ballots could be much shorter.